Go Energy Credit Union
Demonstrates a positive outlook and consistently performs within the context of Go Energy Credit Union’s philosophy, mission and corporate culture. Provides quality service and strives to consistently exceed service expectations. Embodies the attributes of the Go Energy Credit Union standards, accountability, respect and teamwork on a daily basis. Acts in a professional, friendly manner at all times. Completes work in a timely and accurate manner.
Specific Duties and Responsibilities:
Financial Strategy & Leadership
Provide strategic financial guidance to the CEO, executive team, and Board of Directors.
Lead the development and monitoring of annual budgets, forecasts, and long-term financial plans.
Support the credit union’s mission and growth objectives with sound financial strategies.
Accounting & Reporting
Oversee the preparation and accuracy of financial statements in accordance with GAAP and NCUA guidelines.
Direct all accounting functions including general ledger, accounts payable/receivable, payroll, and fixed assets.
Ensure timely regulatory filings and compliance with federal and state reporting requirements.
Treasury & Asset/Liability Management
Manage liquidity, investments, and interest rate risk through effective asset/liability management (ALM).
Monitor capital adequacy and financial ratios to maintain a safe and sound institution.
Optimize investment strategies to maximize returns while maintaining safety and liquidity.
Internal Controls & Compliance
Establish and maintain strong internal controls to safeguard assets and ensure integrity of financial data.
Partner with internal and external auditors, regulators, and examiners to ensure compliance.
Oversee policies and procedures for risk management, financial compliance, and fraud prevention.
Lead, mentor, and develop the Finance & Accounting team to achieve operational excellence.
Foster a culture of accountability, accuracy, and continuous improvement.
Collaborate across departments to support credit union initiatives and member service goals.
Performance Measurements:
To meet or exceed financial performance guidelines as set by the Board of Directors and Senior Staff.
To maintain quality communication of policy & procedure in a timely manner.
To provide friendly, professional and accurate service and support to all members and staff.
Required Skills & Abilities:
Credit Union Knowledge: Develop an understanding of credit union history, philosophy, organization, bylaws, regulatory and operational procedures.
Operational: Comply with all regulatory requirements of financial institution including but not limited to Bank Secrecy Act / Anti-Money Laundering / USA Patriot Act / OFAC / Fair Lending Regulations / FACTA.
Work Environment: Create an environment conducive to learning and accelerate innovation. Follow the core values of honesty, integrity, mutual respect, pride and ownership.
Technology: Intermediate level knowledge of Excel, Word, and Outlook. Ability to learn and become proficient on credit union specific technology platforms. Basic understanding of various social media channels.
Other Skills: Ability to communicate verbally and in writing in a professional manner when dealing with employees, members, vendors and company contacts.
Physical Requirements:
Ability to lift and move a minimum of 40 lbs.
Ability to use keyboard, monitor, telephone, and other standard office equipment.
Ability to speak and hear on telephone.
Ability to communicate effectively with others in person and via telephone, email, and written documents
Ability to decipher data contained in documents, reports, spreadsheets, etc., presented both on paper and electronically. Ability to read fine print.
Ability to transport self within credit union’s geographic service area, with a valid GA state driver’s license.
Required Training & Experiences:
Experience: Minimum 5 years of progressive experience in accounting/finance, preferably in a financial institution or credit union. Strong knowledge of GAAP, credit union regulations, NCUA guidelines, and ALM principles. Proven leadership experience with the ability to manage teams and influence organizational strategy. Exceptional analytical, communication, and problem-solving skills
Education: Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA strongly preferred.
Seniority level : Executive
Employment type : Full-time
Job function : Finance and Sales
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