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Drive membership growth by developing and maintaining relationships with Select Employer Groups (SEGs), representing the credit union at events, coordinating marketing and branch efforts, identifying business banking prospects, submitting reports, and ensuring compliance with BSA/OFAC and credit union policies.

Leads business and technology projects from planning through implementation and transition to support. Manages scope, schedules, budgets, risks, vendors, requirements, testing, documentation, KPIs, and stakeholder communications. Facilitates cross-functional teams, validates solutions, drives process improvements, and ensures compliance with project management, financial, technical, and credit union standards. The role also uses AI tools for requirements analysis and collaboration.

Lead accounting function for the credit union ensuring GAAP and NCUA compliance, accurate general ledger and timely financial and regulatory reporting. Oversee balance sheet, cash and investment accounting, internal controls, audits, and budgeting. Manage and develop the accounting team, sponsor accounting/process change and automation, and ensure BSA/AML and OFAC adherence.

Lead quantitative financial modeling and analysis to support balance sheet strategies, deposit pricing, ALM, hedging, liquidity and investment management, budgeting/forecasting, M&A valuation and due diligence, automate reporting, and present results to executives and regulators.