Works in collaboration with the management team on the development and reporting of key indicator financial or statistical information for existing and future programs and services, as well as current performance.
December 14, 2022
Prepare and present to CEO and Board monthly financial status analysis including reasons for variances, anticipated issues/opportunities, and strategic and tactical recommendations for addressing issues/opportunities.
March 01, 2023
Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as provide individuals with professional and personal growth with emphasis on opportunities (where possible) of individuals.
March 01, 2023
Planning, development, implementation, maintenance, expansion, monitoring and evaluation of department functions in accordance with PPLA policies, accepted practices and external requirements of funding entities, licensing and accrediting agencies, and both state and federal laws.
March 03, 2023
Monitor industry trends in lending and deposit operations to feed research and development activities and assure that the credit unions products, services and processes are remaining competitive.
March 14, 2023
Maintains the records of the company in accordance with Generally Accepted Accounting Principles and prepares periodic financial reports for the Chief Financial Officer and other members of management.
May 13, 2023