The Role
The SVP of Accounting and Finance at Redwood Credit Union will oversee financial strategy, regulatory compliance, and fiscal planning while leading the Accounting and Finance departments for enhanced organizational performance.
Summary Generated by Built In
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate Redwood Credit Union's fiscal position with an emphasis and focus on the financial position as it relates to the strategic objectives and the overall accuracy and integrity of financial reporting.
Key Responsibilities
Executive Management:
• Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.
• Develop policies, procedures, programs, and implement these upon approval.
• Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.
• Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.
• Collaborate with leaders of other departments to prepare for critical business opportunities.
• Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.
• Communicate the Credit Union’s actual performance versus budgets and objectives to Senior
Leadership, recommending growth and pricing strategies as well as areas for improvement.
Planning
• Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.
• Translate RCU’s strategic business plans into accounting strategies and operational plans.
• Participate in the development of the Credit Union's plans and programs as a member of the SLT.
• Develop and implement plans and policies to attain goals and objectives, measures progress and implements adjustments as appropriate.
• Prepare short- and long-term goals and objectives for the Accounting and Finance Departments.
• Develop strategies to support growth and earnings objectives.
• Develop and present opportunities to Senior Leadership Team to allow better service to Members.
• Review and identify cost effective and efficient utilization of Redwood Credit Union.
Program Management:
• Ensure RCU accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.
• Develop and maintain, timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.
• Report monthly budget variances and necessary adjustments.
• Ensure conformance with established policies, procedures and State and Federal laws and regulations.
• Delegate, coordinate, and review work to ensure quality of work and efficient operation.
• Establish credibility throughout the organization through effective listening and problem solving.
• Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.
• Coordinate the development and maintenance of written Accounting Department procedures.
• Ensure timely payment of bills and maintaining accurate files.
• Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.
• Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.
Ensure preparation of RCU financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.
• Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.
• Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.
• Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.
• Provide leadership and guidance for direct reports.
• Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.
• Provide exceptional service to all Members and internal clients.
• Direct the recruitment, development, training and performance review of Accounting and Finance team members.
• Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.
• Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.
• Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.
Other Functions:
• Collect and compile data and provide analysis for complex special projects as assigned.
• Performs other related duties as required.
• Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.
• Participate in community events, community volunteer boards & associations.
If you are a visionary leader with a passion for driving results and making a difference, we want to hear from you! Apply now to join our team and help shape the future of our company.
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 27th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
- In depth knowledge of financial auditing, accounting, finance, and cost accounting related to credit union or financial institutions.
- Thorough knowledge of regulatory requirements for financial institutions, with knowledge of regulatory reporting requirements for credit unions.
- Thorough knowledge of modern management techniques and practices.
- Current knowledge of Federal and State accounting related laws, rules, and regulations.
- Current knowledge of national and local economic trends and condition.
- Knowledge of data processing, relating to designing programs and systems to accommodate workflow and reporting.
- Strong negotiation skills.
- Skill in the operation of a personal computer and spreadsheet, word processing, and presentation software with Intra/Internet access.
- Ability to effectively plan, lead, organize, and control to assure successful completion of departmental goals and Credit Union objectives.
- Ability to provide strategic business direction to support business plans and risk management objectives, and all other strategic initiatives.
- Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
- Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.
- Ability to lead, motivate, and direct team members. Ability to communicate effectively, both verbally and in writing.
- Ability to establish and maintain effective working relationship with a diverse group of people including directors, regulators, Members, team members, attorneys, vendors, and other parties.
- This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.
Licenses and Certifications
- CPA preferred or Certified Management Accountant (CMA)
The ideal candidate has a bachelor's degree in accounting, finance, or closely related field, with a minimum of twelve years’ experience at a financial institution, and a minimum of five years of progressive leadership experience. MBA and CPA preferred.
Compensation: Base starting range: $300,000 to $335,000 annually commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
• Longevity program (sabbatical) based on every five years of service
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
Physical Requirements:
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 15 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
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The Company
What We Do
Redwood Credit Union is a full-service financial cooperative, assisting consumers and small business owners with achieving their financial goals and dreams since 1950. We’re a financial cooperative that truly cares about the financial goals and dreams of those who do business with us. With a wide variety of products and services designed to meet our Members’ financial needs, there’s something for everyone. And each Member actually owns part of the Credit Union and has a voice in what we do and how we do it. An excellent place to work, RCU was recently recognized by Forbes as one of “America’s Best Small Employers 2023.” And for 17 years running, we’ve been awarded Best Places to Work by the North Bay Business Journal. We continue today to build upon a solid philosophical and business foundation—treating Members with respect and personal care while offering unbeatable value. Federally insured by NCUA. Equal housing lender. *** Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Redwood Credit Union are licensed to transact securities business in CA. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
