A Financial Manager directs and plans the financial activities of a company or organization. Prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.
$100,000 – $145,000 Why This Opportunity Stands Out Defined succession opportunity with exposure to executive leadership and Board-level reporting. Strategic leadership role supporting a $6B+ balance sheet and $1.3B fixed-income portfolio. Partner directly with the CFO and senior finance leaders on investments, liquidity, funding, and balance sheet strategy. Opportunity to expand expertise in ALM, derivatives, hedging, and regulatory capital management. High visibility role with meaningful influence on organizational financial performance and risk management. Ability to lead treasury process improvements, analytics, modeling, and reporting enhancements. Strong executive mentorship and professional development opportunities. Stable, financially strong institution with a member-focused mission and long-term growth strategy. Comprehensive benefits package, retirement contributions, profit sharing, and generous PTO. What You'll Be Doing Lead treasury activities related to investments, liquidity management, wholesale funding, and balance sheet optimization. Manage and provide strategic oversight of the fixed-income investment portfolio, including performance monitoring and risk analysis. Develop recommendations on funding strategies, interest rate risk positioning, liquidity planning, and capital deployment. Present treasury, investment, and balance sheet insights to executive leadership, ALCO, and other governance committees. Partner with Finance, Accounting, Risk, Compliance, and external advisors to support regulatory readiness and policy compliance. Oversee treasury reporting, financial modeling, forecasting, and process improvement initiatives. Execute approved investment, funding, and hedging transactions within policy and risk parameters. Support long-term treasury planning and prepare to assume broader Treasurer responsibilities over time. What You'll Bring Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; MBA, CFA, CTP, or similar designation preferred. 7+ years of progressive treasury, investment management, ALM, capital markets, or balance sheet management experience. Deep understanding of fixed-income securities, liquidity management, interest rate risk, funding strategies, and regulatory requirements. Experience presenting to executive leadership and influencing strategic financial decisions. Advanced analytical and modeling capabilities, including strong Excel skills; Bloomberg and ALM systems experience preferred. Demonstrated leadership potential with the ability to mentor others and drive cross-functional initiatives. #TreasuryManager #TreasurerSuccession #TreasuryLeadership #AssetLiabilityManagement #ALM #LiquidityManagement #FixedIncome #InvestmentPortfolio #BalanceSheetManagement #FinancialServices #CreditUnionCareers #FinanceLeadership #MinnesotaJobs EB-4880019591
