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For Companies At a Glance
- Tasks: Lead financial operations and compliance for a community-focused credit union.
- Company: Join a trusted, member-first financial institution with a dedicated team.
- Benefits: Enjoy flexible work, on-site parking, and a collaborative environment.
- Why this job: Step into a high-impact leadership role with direct Board interaction.
- Qualifications: Bachelor's degree in finance/accounting and 5+ years of relevant experience required.
- Other info: Full-time position with a salary range of $85,000 – $95,000.
The predicted salary is between 70000 - 85000 £ per year.
Job Description
Our client is a long-standing, community-focused financial institution founded and operated by dedicated public service professionals. With a trusted member base and a lean, committed team, the organization has reached a point of growth requiring a full-time professional to oversee all aspects of its financial and operational functions. This is an excellent opportunity for someone looking to step into a leadership role within a tight-knit and mission-driven environment.
Position Overview
As the Director of Financial Operations & Compliance, you will be the central figure in overseeing the institution’s financials, daily operations, and regulatory compliance. You will manage a team of 6–7 tellers and handle all internal accounting, reporting, audit support, and banking compliance needs. You will serve as the point person for working with the Board, internal committees, and external partners.
Why You’ll Love This Role
- High-impact leadership opportunity in a stable, member-first institution
- Great visibility and autonomy—work directly with the Board and President
- Flexible and collaborative work environment
- Convenient location Northeast of Boston with on-site parking
Key Responsibilities
Finance & Accounting
- Oversee daily accounting functions including GL, reconciliations, AP/AR, and payroll
- Prepare monthly and quarterly close packages and financial statements
- Lead budgeting and forecasting in partnership with the Board
- Monitor liquidity, reserves, and investment accounts
- Ensure strong internal controls and documentation
Operations Management
- Oversee teller staff, scheduling, and training
- Enhance internal workflows and efficiency
- Maintain and strengthen vendor and banking relationships
- Serve as a go-to for day-to-day problem-solving and operations
Compliance & Reporting
- Prepare and file all required regulatory reports (NCUA, MA Division of Banks, etc.)
- Maintain compliance with financial regulations and internal policies
- Stay current with industry regulations and lead implementation of best practices
Qualifications
- Bachelor’s degree in Accounting, Finance, or Business Administration
- 5+ years of experience in financial operations or accounting (credit union or bank)
- Solid understanding of financial institution regulatory standards (NCUA, BSA/AML, etc.)
- Proficient with Microsoft Office; experience with credit union/banking software is a plus
- Strong communication and organizational skills
- Self-starter with high attention to detail and ability to manage competing priorities
- Experience with NCUA 5300 Call Reports is a plus
Compensation: $85,000 – $95,000
Work Schedule: Full-time (Monday–Friday); Onsite
Finance & Operations Director - Credit Union (Hiring Immediately) employer: Rac
Contact Detail:
Rac Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance & Operations Director - Credit Union (Hiring Immediately)
✨Tip Number 1
Network with professionals in the credit union and banking sectors. Attend local finance events or join relevant online forums to connect with individuals who may have insights or leads on the position.
✨Tip Number 2
Familiarise yourself with the specific regulatory standards mentioned in the job description, such as NCUA and BSA/AML. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance.
✨Tip Number 3
Prepare to discuss your leadership style and how you would manage a team of tellers. Think about examples from your past experience that showcase your ability to enhance workflows and solve operational problems.
✨Tip Number 4
Research the credit union's mission and values. Be ready to articulate how your personal values align with theirs, as this role is within a community-focused institution and cultural fit is crucial.
We think you need these skills to ace Finance & Operations Director - Credit Union (Hiring Immediately)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial operations and compliance. Emphasise your leadership skills and any specific achievements that align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for community-focused financial institutions. Discuss how your background and values align with the organisation's mission, and mention specific experiences that demonstrate your ability to lead a team effectively.
Highlight Regulatory Knowledge: Since the role involves compliance and regulatory reporting, be sure to mention your understanding of financial institution regulations like NCUA and BSA/AML. Provide examples of how you've successfully navigated these in past roles.
Proofread and Edit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role in finance and operations.
How to prepare for a job interview at Rac
✨Know Your Numbers
As a Finance & Operations Director, you'll need to demonstrate a solid understanding of financial metrics and reporting. Brush up on key financial statements and be prepared to discuss how you've managed budgets and forecasts in previous roles.
✨Showcase Leadership Experience
This role involves managing a team, so highlight your leadership skills. Share specific examples of how you've successfully led teams, improved workflows, or resolved conflicts in the past.
✨Understand Regulatory Compliance
Familiarise yourself with the regulatory standards relevant to credit unions, such as NCUA and BSA/AML. Be ready to discuss how you've ensured compliance in your previous positions and any best practices you implemented.
✨Prepare Questions for the Board
Since you'll be working closely with the Board, prepare insightful questions that show your interest in their strategic goals. This will demonstrate your proactive approach and help you understand their expectations better.
