Vice President of Finance/Accounting

Winnebago Community Credit Union in Oshkosh, Wisconsin is seeking a seasoned senior executive to lead its finance and accounting functions. The Vice President of Finance/Accounting will steer strategic financial planning, budgeting, ALM, and regulatory compliance, delivering rigorous financial reporting to support growth and enhanced member service.

Responsibilities

• Lead the development and execution of short- and long term financial strategies aligned with the credit union’s mission, vision, and business goals.
• Advise the CEO, Board of Directors, and executive team on financial planning, investment strategies, risk management, and business growth opportunities.
• Support and influence strategic decision-making with data driven financial modeling and scenario analysis.
• Direct all accounting functions, including general ledger, accounts payable/receivable, payroll, and month end/year end close processes.
• Ensure timely and accurate financial reporting in accordance with GAAP and regulatory requirements (NCUA, CFPB).
• Oversee the preparation of monthly, quarterly, and annual financial statements and board reporting packages.
• Manage liquidity, interest rate risk, and balance sheet optimization through effective ALM practices.
• Develop and monitor investment strategies that maximize returns within the credit union’s risk tolerance and policy framework.
• Participate in setting loan and deposit rates.
• Assist or serve as trustee of the credit union’s 401K plan.
• Help develop, perform, and oversee internal audit procedures, including cash counts, teller drawer audits, review of employee accounts, loan documentation, and wire transfers.
• Oversee cash flow management and funding strategies to ensure operational and lending liquidity.
• Ensure compliance with all applicable federal and state financial regulations and internal policies.
• Serve as liaison with external auditors, examiners, and regulatory agencies; coordinate annual audits and regulatory exams.
• Directly or through subordinates, oversee ALM, CECL, AP, AR, budgets, collections, GL, financial analysis, and financial reporting and recordkeeping, investments, payroll, and taxes.
• Identify and mitigate financial risks through internal controls and ongoing risk assessments.
• Lead the annual budgeting process, including departmental collaboration and executive presentation.
• Participate in interviewing, hiring, and training activities.
• Track performance against budget and provide variance analysis to executive leadership and the board.
• Build, mentor, and lead a high performing finance and accounting team.
• Hold periodic staff meetings to identify areas for improvement and keep staff informed on trends and credit union developments.
• Prepare and present regular reports to the CEO and Board of Directors.
• Foster a culture of accountability, continuous improvement, and cross functional collaboration.
• Ensure staff have access to professional development and training opportunities.

Requirements

• Expert level knowledge of GAAP, NCUA regulations, and financial institution operations.
• Exceptional analytical, problem solving, and decision making skills.
• Superior leadership, communication, and interpersonal abilities.
• Ability to present complex financial information to both financial and non financial audiences.
• Strong strategic thinking with the ability to translate vision into action.

Education and Experience

• Bachelor’s degree in accounting, finance, or a related field is required.
• Minimum of 5 years of progressive financial leadership.
• Demonstrated success in strategic financial planning, ALM, and regulatory compliance.
• Experience with enterprise level financial systems, core banking systems, and data analytics tools.
• Occasional travel required for conferences, training, or board meetings.

Benefits

• Competitive salary
• Paid time off
• 401k
• Incentives
• Additional voluntary benefits options

Schedule

• Full time - 40 hours
• Primarily office-based at Snell Rd Branch with periodic travel to branch locations or industry events
• Occasional extended hours or weekend work may be required for major initiatives or incident response
• Two required all-staff training days, one in the fall and one in the spring
• Attendance at the Annual Membership Meeting in the spring each year

Job Type

Full time

Compensation

Salary: USD 90,000 - 115,000 per year

Location and Work Arrangement

Location: Oshkosh, WI 54901 (onsite)

Work Location: In person

Relocation and Commute

• Ability to commute: Oshkosh, WI 54901 (Preferred)
• Ability to relocate: Oshkosh, WI 54901 (Relocate before starting work preferred)

Education and Experience Notes

A bachelor’s degree is required, with at least five years of progressive financial leadership and experience with enterprise systems, core banking, and data analytics. Occasional travel for conferences, training, or board meetings is expected.