VP, Finance

The VP of Finance is a key member of the upper management team responsible for the overall integrity of Harvard FCU’s financial reporting, accounting operations, and collections functions. The VP leads these teams to ensure accurate and timely financial information, strong internal controls, effective asset quality management, and compliance with all applicable laws and regulations. The VP of Finance is a strategic partner to the CFO, supporting balance sheet management, budgeting and forecasting, and enterprise performance measurement in alignment with Harvard FCU’s mission and risk appetite.

Job-Specific Responsibilities:

Financial Management & Reporting

Oversee preparation, accuracy and timeliness of financial statements/management reports (e.g. monthly, quarterly and annual financial packages)

Ensure reporting complies with GAAP, NCUA regulations and internal policies

Direct preparation and submission of regulatory filings (e.g. NCUA Call Reports, state and federal reports) and support examinations and audits

Develop/maintain robust financial dashboards/KPIs to support strategic decision-making

Accounting Operations & Internal Controls

Lead daily accounting operations (e.g. general ledger, accounts payable/receivable, investments, fixed assets, prepaid and accrual processes, and account reconciliations)

Design, implement, and monitor internal control framework to safeguard assets, ensure data integrity and support operational efficiency

Oversee month/year-end close processes, ensuring adherence to timelines and accuracy standards

Manage relationships with auditors, examiners and other third parties; coordinate audits and agreed-upon procedures

Finance, Planning & Analysis

Partner with CFO to develop annual budget, multi-year forecasts, and scenario analyses

Provide analysis/insight into trends in net interest margin, non-interest income, operating expenses, and credit quality

Support Asset/Liability Management (ALM) activities (e.g. analysis of interest rate risk, liquidity, funding costs, and portfolio performance)

Contribute to pricing decisions for loans/deposits and evaluate financial impact of new products/strategic initiatives

Collections & Asset Quality

Provide strategic leadership/oversight of collections and recovery function (e.g. policies and procedures for early/late-stage collections, repossessions, charge-offs and recoveries)

Ensure delinquency, non-performing assets and charge-offs are managed within board-approved risk tolerances and regulatory expectations

Oversee methodologies for the Allowance for Credit Losses (ACL), including modeling assumptions, documentation, and governance

Collaborate with other departments to identify emerging credit risk, adjust underwriting/collection strategies, enhance portfolio quality

Leadership & Team Development

Lead, mentor, and develop high-performing teams; set goals and expectations; provide regular coaching/feedback

Foster a culture of accountability, continuous improvement, ethics and service to members

Promote collaboration between departments to support organizational goals

Governance, Compliance & Risk Management

Ensure activities comply with NCUA regulations, state and federal laws and internal policies

Participate in management and board committees

Continuously assess and mitigate financial, operational and credit-related risks

Other Responsibilities

Represent Harvard FCU with professionalism in forums, industry groups and vendor relationships

Lead/support special projects and strategic initiatives

Basic Qualifications:

Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role.

Bachelor’s degree in Accounting or equivalent work experience required

Minimum of 8 years’ relevant work experience

Supervisory experience

Additional Qualifications and Skills:

The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.

MBA or Master’s Degree in relevant field preferred

Knowledge of Microsoft Office Suite, advanced excel skills

Advanced knowledge of accounting principles and tax regulations

Demonstrated experience with Financial systems and data query tools

Certificates and Licenses:

CPA Preferred

​​​​​​​ Working Conditions : Onsite work is performed in an office setting.

Standard Hours/Schedule: 35 hours per week

3 days a month onsite with 1-week WFH. Additional onsite days will be required based on business needs.

Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position

Pre-Employment Screening: Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control)

Other Information:

Please provide a cover letter with your application.

This position has a 90-day orientation and review period.

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Work Format Details

This position has been determined by school or unit leaders that some of the duties and…