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Manage the Finance staff in the preparation and review of the monthly financial statements after close of business, analytics schedules, graphs and variance analysis for the monthly Board Packet.
Set daily, weekly, and monthly priorities to ensure Accounting Department is providing appropriate service to internal and external partners, while meeting all expectations and requirements of the Department.
Creating standard procedures and practices relating to databases and database management, while developing solutions for addressing gaps and identifying automation opportunities in the process.
Working closely with the SVP/Marketing & Communications, initiates, manages, develops, executes, monitors & communicates all aspects of marketing efforts including product campaigns, marketing and organizational projects, creative services and graphic support.
Assuring compliance with budget by monitoring activities and reporting deviations; implementing process improvements for department procedures and policies.
Ability to work independently while using discretion, tact, and sensitivity for employee relations matters of all kinds; expert and current knowledge of California and federal labor laws, rules, and regulations.
As a leader in our branch network, you'll serve a critical role in the mentorship you provide to staff, in the relationships you build within our communities, and in how our Mission, Vision, Values, Service Standards, and Brand promise are all delivered.
In-depth knowledge of ALM, budgeting, forecasting, variance reporting, financial auditing, accounting, finance and cost accounting related to credit union or financial institutions.
