Oversees the credit union’s Accounting Department, financial reporting, budgeting, reconciliations, regulatory filings, internal controls, investments, and compliance with GAAP and banking regulations. Supervises and develops accounting staff, ensures accurate financial records, analyzes balance-sheet performance, manages fixed assets and expenses, and provides financial guidance to senior leadership. Maintains compliance with NCUA, BSA, OFAC, FASB, and related requirements while safeguarding confidential records and data.

Supports complex credit union account servicing, including legal actions, IRA and business accounts, online applications, identity verification, and compliance. Resolves escalated member inquiries, supports staff, processes account maintenance, prepares membership reports, assists with digital banking and card issues, and promotes financial products. Provides training, backup teller coverage, audit documentation, and administrative support while complying with BSA, AML, Patriot Act, OFAC, and other regulations.