Finance Manager - REMOTE

Who is Quorum  

Quorum Federal Credit Union is a modern financial services organization that blends over 90 years of trusted experience with innovative, technology-driven solutions. As a nationally recognized employer of choice, we attract and develop top talent, empowering our team to drive the organization forward. We’re a human-centered company, committed to creating a positive and enriching work journey while supporting the personal and professional growth of our employees.

Job Description Summary 

The Finance Manager supports the Treasurer in management of the treasury function which includes organizational financial planning and analysis, risk management, balance sheet management, and various other treasury functions.  This role operates in various capacities, from preparing supporting analysis for the team to leading treasury functions or coordinating cross functional initiatives.

Key Job Responsibilities and Accountabilities  

1. Financial Planning and Analysis: Leads in the preparation of the quarterly budget process. Prepares and compiles business unit budgets and forecasts. Coordinates revisions and documents explanations with business owners. Develops an understanding of key business activities to effectively evaluate business unit assumptions and drive change to support business strategy. Leads expense optimization initiatives, including evaluation of business investments (new and existing) to ensure alignment with strategy and financial objectives using return of investment (ROI) analysis.
2. Balance Sheet Management: Performs business analysis, reporting, and analytical schedules that assist in guiding the financial performance of the organization on a scheduled and ad-hoc basis. Performs balance sheet management activities, including liquidity functions (cash management), interest rate risk management (model data preparation), and investment portfolio monitoring.
3. Risk Management: Collaborates with all areas of risk and all lines of business to help support the continued development, implementation, and effectiveness of the Credit Union’s Risk Management program. Coordinates or supports the semi-annual enterprise risk assessment with business managers, test assessments and enhance the reporting structure of the ERM framework.
4. Supports product development, pricing, and promotions through cost analysis, accounting research, and product profitability modeling.
5. Coordinates departmental and/or organization wide projects and completes deliverables as outlined based on the project scope and business requirements.
6. Manages, coaches and supervises staff to facilitate development and enhance core leadership competencies; administers Human Resource issues.
7. Provides ownership of assigned functions within the Treasury Team which includes developing long-term strategies and objectives (including roadmaps and milestones), directing, driving, and motivating staff to achieve goals and assessing and communicating results to organizational stakeholders.
8. Maintains appropriate sections of the organization’s policies and procedures, including identification and documentation for accuracy, efficiency, and regulatory/GAAP compliance.
9. Assists in software maintenance and performs structural changes.
10. Performs general ledger account reconciliations and analytics to support financial reporting and control environment. Demonstrates an understanding of the business functions and transactions that drive general ledger account balances, as well as identifying, documenting, and clearing reconciling items on a timely basis.
11. Promotes and demonstrates a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management and vendors.
12. Keeps abreast of industry developments including, but not limited to, changes in regulations and technology.
13. Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
14. Performs additional duties as required.

Job Requirements, Competencies, and Skills 

• Bachelor’s degree in finance or a business-related field required.
• A minimum of 6-8 years’ experience in an Accounting or Finance profession, preferably in a credit union or bank. Risk management related experience a plus.
• A minimum of 2-3 years of management experience, with the demonstrated ability to hire, retain and grow a talented workforce; lead a team and identify and enhance skills to support business changes; and manage goals, objectives, tasks, coaching and performance development.
• Excellent problem-solving, organizational, analytical, verbal and written communication skills.
• Strong decision making and time management skills with the ability to manage multiple projects/duties. 
• Trustworthy with the ability to maintain highest level of integrity and trust.
• Proficiency in Microsoft Office, specifically Word, Excel and PowerPoint.

Environmental / Physical / Mental Requirements  

• Stable internet connection with speeds high enough for video conferencing and screen sharing 
• Smartphone with current iOS/Android OS  
• Prolonged periods sitting at a workstation and working on a computer 
• Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone 

Compliance/legal requirements 

• Quorum is an Equal Employment Opportunity and Affirmative Action Employer.  Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.   
• Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for qualified individuals with disabilities throughout the application and employment process. 
• Qualified Applicants with arrest or Conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.  

**PLEASE NOTE**

We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico

Salary Range: $120,000 to $130,000 annually.  Individual salary will vary based on skills and experience.  Discretionary incentive compensation may be available based on company and individual performance.

Benefits: Medical, Vision, Dental, Retirement Benefits, and Paid Time Off (PTO)

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