Director of Finance

at CommunityAmerica Credit Union in Lenexa, Kansas, United States

Job Description

Director of Finance



Job Locations 










The Director of Finance ("Director") provides leadership and guidance to the Finance team with ultimate responsibility for the annual budgeting process, monthly forecasts, profitability reporting, variance analysis and business cases. The Director is a liaison to the business, working directly with product and operational managers to ensure the organization's execution of strategic initiatives result in acceptable financial outcomes. The Director is also responsible for partnering with the Accounting and Treasury Departments to lead monthly and annual financial statement forecasts as well as reporting on progress toward annual scorecard metrics. The Director is responsible for prioritization of projects and business cases that are requested by various departments in the organization. The Director will monitor results and identify trends as well as risks and opportunities to maximize financial returns, specifically the determination and tracking of key product, revenue and expense drivers and identifying those levers that will optimize financial results.





Duties & Responsibilities




Understand strategic and tactical operations of the credit union, including understanding the needs of members, employees and the credit union.

Lead the annual budgeting process, including balance sheet and product drivers that are key to the planning cycle. Document annual plan components to be provided to senior leaders and the Board.

Lead product profitability reporting. Communicate profitability drivers, trending and levers that can optimize financial performance to key stakeholders and senior management.

Lead management reporting to include budget, forecast, division, product and cost center level information.

Lead business case preparation for strategic projects and product ideas.

Summarize the monthly net income forecast and key components of change from budgeted expectations.

Act as a liaison between the Finance department and Accounting department for financial statement preparation and reconciliation issues.

Develop and cultivate relationships with the Treasury division to understand the dynamics of asset/liability management and the interdependencies with financial results, including but not limited to annual budget, forecasts and profitability.

Continually challenge existing methodologies and processes to improve and enhance results within the Finance department. Lead projects to implement improvement plans.

Supports and interacts with all levels of the organization.

Supervise staff, direct day-to-day work and provide guidance to staff on complex issues.

Provides frequent and meaningful feedback to staff regarding performance, completes performance reviews and ensures goals and objectives are established and measured.

Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics

Promotes honest and open communication throughout the credit union.

Perform other duties as assigned









Education and Experience:

Bachelor's degree in Finance or Economics

A minimum of seven (7) years of experience as a senior leader in Finance, preferably within the Financial Services industry (ideally a credit union or a bank)

Knowledge of the financial markets and highly technical financial topics

Experience with the application of bank profitability practices, including funds transfer pricing, activity-based costing, asset/liability management and risk adjusted performance management

Proven experience working directly with executive management

Knowledge, Skills and Abilities:

Understanding of the credit union business model

Ability to prepare and present business models

Effective communication skills, including interpersonal, written and verbal

Significant Excel expertise

Strong analytical skills and business acumen

Ability to maintain a high level of confidentiality

Preferred Knowledge, Skills and Abilities:

Experience with Axiom EPM

Knowledge of credit union operating and lending regulations

Ability to motivate, influence and interact with diverse groups of people

Ability to speak effectively to groups, including senior levels of management

Ability to resolve interpersonal conflict and miscommunications

CFA or MBA a plus, but not required


"CommunityAmerica Credit Union is an equal opportunity employer and all qualified applicants will

receive consideration for empoyment without regard to race, color, religion, sex, sexual orientation,

gender identity, national origin, disability, protected veteran status, or any other protected classes."        




Job Details


CommunityAmerica Credit Union


9777 Ridge Drive
Lenexa, Kansas 66219
United States

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Job Posting: 11544981

Posted On: Jun 25, 2021

Updated On: Jul 25, 2021