Senior Manager, Financial Operations and Controls

Job Summary:

The Senior Manager, Financial Operations and Controls is responsible for supporting the effective management of the credit union’s Accounting and Finance functions, ensuring the accuracy, integrity, and timely completion of financial activities and reporting.

As a member of the Finance leadership team, this position works collaboratively with Accounting and Finance management to support departmental priorities, maintain operational continuity, and provide leadership and expertise across critical financial functions. The position reports directly to the SVP of Finance, with a dotted line reporting relationship to the Director of Accounting.

The position requires a broad working knowledge of Accounting and Finance operations, including month-end and year-end close, general ledger activities, account reconciliations, financial reporting, regulatory reporting, asset liability management (ALM), and internal controls. The role provides additional leadership capacity and technical expertise to support the Director of Accounting and other Finance leaders during periods of increased workloads, absences, and evolving business needs.

The Senior Manager, Financial Operations and Controls also plays an important role in identifying opportunities to strengthen processes, leverage technology and automation, and enhance operational effectiveness. This position bridges day-to-day financial operations with broader departmental initiatives and the strategic objectives of the credit union.

Duties and Responsibilities:

• Support the SVP of Finance and the Director of Accounting in the oversight of daily accounting and finance operations and departmental priorities.
• Provide support to the Director of Accounting in asset liability management (ALM) activities, including model management, data validation, reporting and related analysis.
• Support the Finance Manager responsible for month-end close and be prepared to coordinate and complete critical close activities when necessary.
• Provide operational support to the Accounting Manager in daily accounting activities, include account balancing, reconciliations, journal entries, and resolution of general ledger discrepancies.
• Review and approve general ledger accounts, journal entries, reconciliations, accruals, adjustments, and supporting documentation within established approval authority.
• Monitor accounting activities to ensure compliance with generally accepted accounting principles (GAAP), credit union policies, regulatory requirements, and established internal controls.
• Partner with management to identify opportunities to leverage automation, artificial intelligence (AI), and ERP system enhancements to streamline processes and improve reporting capabilities.
• Work with the SVP of Finance to analyze the financial impact of a variety of initiatives across the organization.
• Evaluate and develop department and cross-department workflows to increase efficiency and effectiveness.
• Research and resolve complex accounting issues, discrepancies and general ledger variances.
• Serve as point of contact for external audits. Work with the leadership team to prepare required audit schedules, work papers, and documentation.
• Maintain strong internal controls and ensure appropriate segregation of duties across accounting processes. Perform other duties and responsibilities as necessary to support the Finance function and the strategic objectives of the credit union.
• Assist with other duties and projects as assigned.

Skills:

• Prior accounting experience with a financial institution or credit union required.
• Strong working knowledge of financial institution regulatory reporting, NCUA requirements, and generally accepted accounting principles (GAAP).
• Demonstrated experience managing accounting operations, supervising staff, and maintaining effective internal controls.
• Exceptional attention to detail, sound judgment, and ability to maintain accuracy while managing multiple priorities and strict reporting deadlines.
• Experience supporting internal and external audits and regulatory examinations.
• Strong organizational, interpersonal, and communication skills, with the ability to collaborate effectively across departments and leadership levels.
• Demonstrated ability to provide leadership, develop employees, and promote accountability and continuous improvement.
• Technical Software: Deep proficiency with robust ERP systems (e.g., Jack Henry Symitar) and advanced Microsoft Excel proficiency.
• Familiarity with financial reporting automation, ERP enhancements, and process improvement initiatives preferred