To oversee, manage and direct Navy Federal's Treasury division, including Investments & Capital Markets, Financial Planning & Risk Management, Financial Planning & Corporate Costing branches, and the Corporate Economist. Oversee/administer Navy Federal's investment and capital market activities, corporate borrowing/funding, and mortgage sales and securitization strategies. Oversee the short and long term corporate financial planning (AFP) process, and ensure proper implementation of profitability and cost accounting models are generated to improve business financial results. Ensure Treasury division goals align with the organization's mission, vision and values. Direct report to Chief Financial Officer.
Responsibilities- Assume responsibility/accountability for the leadership, direction, and management of the Treasury division
- Provide strategic recommendations to the Chief Financial Officer and senior executive leadership regarding the organization's investments & capital markets, financial planning, risk management, corporate cost accounting, annual financial and retirement plans, and compliance and regulatory matters
- Oversee Navy Federal's investment portfolio and capital markets activities to ensure adequate liquidity levels, including corporate borrowing and funding, retirement plans, as well as the trading and securitization of the multi-billion dollar mortgage pipeline risk management function
- Establish and implement short and long-term division goals, objectives, policies, and operating procedures; monitor and evaluate program effectiveness; implement improvement, as needed
- Determine and review gaps in divisional performance, establish divisional performance metrics, and ensure appropriate improvements are initiated and managed
- Direct Navy Federal financial markets by analyzing and integrating existing U.S. monetary policy, domestic and international interest rate trends, and the global economic environment to formulate investment and funding strategy
- Oversee Financial Risk Management (FRM) balance sheet to ensure approaches and activities are aligned with Board of Directors goals, and NCUA best practices and regulatory requirements
- Ensure and administer the development of related stress testing to provide the Board of Directors access and transparency regarding capital and liquidity adequacy
- Provide positive leadership to the Treasury division through teaching, training, employee engagement, succession planning, and mentorship programs
- Administer oversight of business and product level profitability analyses, the corporate three year annual financial plan (AFP), and related cost accounting activities
- Provide senior leadership recommendations and strategies for changes to corporate budgets, impact of external changes influencing product profitability, and methods for improvement
- Oversee/manage the design, development and implementation of systems and regular testing of key financial internal controls, systems, and procedures
- Oversee the execution of derivatives transactions used for balance sheet management?
- Administer the securitization of Navy Federal loans into financial instruments by thorough market analysis, effective structuring/pooling, and delivery to third party investors
- Manage the interaction between Investment & Capital Markets, financial planning, costing/funding, and internal and external auditing actuaries and NCUA examiners
- Review divisional effectiveness of operational processes, analyzes trends, and report on opportunities for improved efficiencies, technologies, and expansion of company growth
- Perform other duties as assigned
- Extensive experience in financial portfolio, and/or balance sheet, management, for a large financial organization
- Advanced knowledge of federal and state laws pertaining to the management of mortgage capital markets, asset/liability risk management, and related financial modeling tools for variance analysis, forecasting and cost-benefit analysis
- Extensive experience in mortgage sales, market trade/securities, and related financial planning and accounting principles
- Advanced knowledge of investment and retirement management portfolios
- Extensive experience in demonstrating thought-leadership, initiative taking, decision-making and creativity in solving business problems
- Extensive experience in identifying relevant analytical problems, determining appropriate diagnostic methods, and solving unique and complex issues/problems
- Extensive experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact
- Extensive experience in managing multiple priorities independently and/or in a team environment
- Significant experience in vendor management and oversight
- Expert analytical/quantitative, reconciliation and deductive reasoning skills
- Advanced skill leading with diplomacy and tact while maintaining appropriate assertiveness and persistence
- Expert skill in results-oriented leadership in a challenging environment
- Advanced verbal, written, interpersonal, and presentation skills
- Expert skill influencing and building consensus with business partners
- Master's degree in Business Administration (MBA), Accounting, Economics, or related field, or the equivalent combination of education, training and experience
Desired Qualifications
- Prior experience in a senior financial leadership role for a large financial institution
- Advanced knowledge of, and extensive experience with, credit union or retail banking operations
- Advanced knowledge of Navy Federal's products, services, programs, policies, and procedures
- CPA certification
Additional Information
Hours:
- Monday - Friday, 8:00 AM – 4:30 PM
Location:
- 820 Follin Lane, Vienna, VA 22180
- 5510 Heritage Oaks Dr. Pensacola, FL 32526
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
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- Military Times 2025 Best for Vets Employers
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- 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Skills Required
- Extensive experience in financial portfolio and balance sheet management for a large financial organization
- Advanced knowledge of federal and state laws governing mortgage capital markets, asset/liability risk management, and related financial modeling tools
- Extensive experience in mortgage sales, trading/securities, and related financial planning and accounting principles
- Advanced knowledge of investment and retirement portfolio management
- Extensive experience identifying analytical problems, diagnostic methods, and solving complex financial issues
- Extensive experience managing cross-functional, multi-dimensional teams and high-complexity projects
- Significant experience in vendor management and oversight
- Expert analytical, quantitative, reconciliation and deductive reasoning skills
- Advanced leadership skills including diplomacy, assertiveness, and results-oriented management
- Advanced verbal, written, interpersonal, and presentation skills with ability to influence and build consensus
- Master's degree in Business Administration, Accounting, Economics, or related field, or equivalent combination of education, training and experience
- Experience overseeing securitization of loans and structuring delivery to investors
- Experience overseeing derivatives transactions for balance sheet management
- Familiarity with Bank Secrecy Act policies and related regulatory compliance
- Prior experience in a senior financial leadership role for a large financial institution
- Advanced knowledge of credit union or retail banking operations
- CPA certification
Navy Federal Credit Union Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Navy Federal Credit Union and has not been reviewed or approved by Navy Federal Credit Union.
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Retirement Support — A pension alongside a strong 401(k) match and additional retirement programs makes long‑term value a standout element of the total package. This combination is positioned as a differentiator among private employers.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is complemented by on‑site health services at major campuses. Wellness resources and typical offerings like an EAP broaden the health support available.
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Parental & Family Support — Paid parental leave, plus adoption and surrogacy assistance, indicate meaningful support for growing families. Education assistance further extends family and life‑stage support.
Navy Federal Credit Union Insights
What We Do
Navy Federal Credit Union is the world's largest credit union with over 12 million members, over $160 billion in assets and over 22,000 employees. As a credit union, we have members, not customers. At our campuses in Vienna, VA, Pensacola, FL and Winchester, VA, and in our more than 350 branches, we serve the men and women of the Armed Forces, Department of Defense, veterans and their families. We deliver world-class service, rooted in the belief that it is an honor and privilege to serve our members. We are committed to providing our members outstanding financial products and services. Navy Federal offers a career, not just a job. We are proud of the robust Total Rewards package we offer to our employees, including competitive salaries, incentive programs, comprehensive medical, dental and vision benefits, retirement plans with employer match, award-winning training programs, professional development programs, tuition assistance, paid leave, and work/life programs. Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc., and are used under license. FORTUNE and Time Inc., are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org
