Cfa Portfolio Manager Jobs in Oregon (NOW HIRING)

POSITION: SVP Finance or CFO: Depending on Experience
PRIMARY FUNCTION: This role leads the Accounting, Financial Analyst, Risk Management, Compliance and Audit Teams in planning, development, implementation, reporting and maintenance on all aspects of credit union financial and risk matters. Provides information to analyze and forecast financial trends, control risk and ensure profitability. As an organizational leader, is responsible for working effectively with all stakeholders, reporting key results to the organization, and achieving the key objectives of the organization. Serves as a member of the executive team.
This position is eligible for the hybrid work program.
EXECUTIVE TEAM: As a member of the executive team, assist the President in preparing short-term and long-range strategic planning; establish a budget for lending departments and initiatives and ensures that budgeted goals are achieved, and cost objectives are met. Develop and monitor all lending departmental budgets. Attend board meetings and report on assigned areas of responsibility.
EXPERIENCE:
10-15 years of similar or related experience.
Experience with financial governance, supervisory management, financial projections, strategic planning, and compliance management.
Experience leading initiatives involving both technical and business stakeholders
REQUIRED SKILLS:
Proficiency developing and overseeing financial, statistical and accounting records.
Financial Leadership such as strategic financial planning, budgeting and forecasting, and financial statement analysis, including strong understanding of lending and deposit operations; Data & Financial Analytics such as modeling, KPI development, scenario planning, forecasting, and trend analysis.
Effective risk, issue, dependency, and decision management skills.
Compliance and Regulatory knowledge of NCUA regulations, BSA, Consumer financial regulations, and policy and procedure oversight
Expertise in Asset Liability Management (ALM); Liquidity and capital planning; Enterprise Risk Management (ERM) leadership; Treasury and investment portfolio management; and understanding of FFIEC guidance
Preferred Qualification:
Executive-level experience at a credit union, bank, or regulated financial institution, reporting directly to CEO, Board of Directors, Supervisory Committee
Experience managing organizational growth, mergers, acquisitions, or significant business transformations
Microsoft Office Proficient
EDUCATION: (1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA, CFA).
STARTING SALARY: Depending on Experience
BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Personal, Paid Volunteer Hours
STARTING DATE: TBD
WORK LOCATION: Old Mill Branch
Requirements
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee must perform the following physical tasks: Speaking on the telephone approximately 20% percent of workday. May need to shovel snow occasionally outside the office to clear sidewalks, etc. Continuous sitting, standing, talking, and listening for extended periods of time, use of hands in repetitive tasks such as typing and writing, speaking, and hearing for interaction with members and coworkers, clarity of vision at 20 inches or less for processing of member transactions and computer usage, and memory demands in recalling Credit Union policies, services, and state and federal regulations. Occasional lifting up to 35 pounds to move supplies or office equipment, bending, squatting, or kneeling to reach supplies on ground level, reaching above shoulder level to reach supplies overhead.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee works in an office environment. The noise level in the work environment is average and is impacted by computers, printers, scanners, phones, and other surrounding conversations. The credit union is located in Central Oregon and weather during the winter may impact travel. Seasonal fires may impact air quality.
AAP/EEO Statement
Mid Oregon Federal Credit Union is committed to building a diverse and inclusive organization, provide equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Mid Oregon Federal Credit Union believes that each employee makes a significant contribution to our success. This position description is designed to outline primary duties, qualifications, and job scope, but not limit our employees nor the organization to just the work identified. It is our expectation that each employee will offer their services wherever and whenever necessary to ensure the success of the company.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
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