Position Details: MANAGER, FINANCE
Title Manager, Finance
Department Corporate
Reports to Chief Executive Officer Office
Salary $100,000-$117,647 annually
SUMMARY
The Manager, Finance leads the operational delivery of the organization’s financial functions. This role manages accounting, budgeting, treasury, and audit activities to ensure financial integrity, regulatory compliance, and operational efficiency. Working under executive direction, this position supports the CEO office and leadership team with financial reporting, analysis, and recommendations that guide strategic decision-making and long-term financial sustainability.
KEY RESPONSIBILITIES
- Designs and implements financial strategies, policies, and procedures across accounting, budgeting, auditing, treasury, and cost control functions.
- Oversees the preparation of financial statements (i.e., income statements, balance sheets) and forecasts to guide executive decision-making.
- Directs year-end audit processes, ensuring accurate financial reporting and compliance with accounting standards.
- Manages forecasting, budgeting, and variance analysis activities to optimize resource allocation and fiscal performance.
- Streamlines finance/accounting processes through technology (ie. Automation strategies) and identifying redundant procedures.
- Collaborate with executive leadership to align financial objectives with organizational priorities and risk management frameworks.
- Coordinates with Asset & Liability Management partners to prepare and analyse various financial and stress testing scenarios as laid out by the executive team.
- Supervises general ledger maintenance, financial systems, aAnd internal controls to safeguard assets and data integrity.
- Provides rate recommendations for LVCU’s deposit and lending portfolios to ensure healthy financial margins, performance, and overall strategic objectives are met.
- Provides rate maintenance across various applications and systems to ensure current and applicable rates are operating as expected.
- Provides accounts payable oversight, guidance, and approvals, where applicable.
- Reviews and explores opportunities to support payroll services and processing.
- Leads, mentors, and manages a team of finance staff including recruitment, training, performance assessment and management, and fostering a high-performing team culture aligned with sales and service goals.
- Reviews and develops plans for succession planning within the finance and accounting department
- Acts as liaison with external auditors to facilitate work; adheres to their requirements by providing necessary documentation.
- Manages oversight of LVCU contracts and ensures appropriate tracking and renewal schedules are adhered to.
- Plays an active role in procurement negotiations to ensure LVCU operates within budgetary and risk management frameworks
- Participates and is a resource in the Finance Committee, Investment and Lending Committee and ALCO Committee
- Ensures regulatory reporting and timelines are met in accordance with BCFSA’s schedules and guidelines
LEADERSHIP & STAFF DEVELOPMENT:
- Lead, mentor, and develop finance team members, promoting professional growth, accountability, and a high-performance culture.
- Supervises the Senior Financial Accountant and Administrative Associate, ensuring effective delegation and workflow management
- Enthusiastically participate in various internal committees, community involvement and image building of the Credit Union.
- Adhere to service standards as they pertain to the position
- Other duties as assigned.
EDUCATION AND EXPERIENCE
- Minimum 5 years’ experience in a supervisory/management function in a financial institution (preferably a credit union).
- Diploma or degree from recognized post-secondary institute or equivalent
- CMA or CGA designation
- Strong proficiency in Microsoft 365 applications
- 5 – 7 years related experience, or an equivalent combination of education and experience
REQUIRED KNOWLEDGE SKILL AND ABILITIES
- Excellent verbal, written and presentation skills, including an ability to facilitate and provide training
- In-depth knowledge of regulatory guidelines and industry best practices for financial institutions and the enforcement therein.
- High level of integrity, confidentiality, and accountability
- Strong work ethic and positive team attitude
- Demonstrated ability to quickly grasp new concepts
- Excellent analytical, problem solving and innovative thinking skills
- Strong attention to detail with the ability to plan, organize, prioritize, and execute
- Ability to work well and build relationships with various stakeholders to discover barriers and challenges, influence and achieve positive results
- Sound judgement and ability to respond appropriately in pressure situations
- Proven ability to provide accurate reporting of the Credit Union’s status with internal and external stakeholders.
- Proficient in continuous improvement processes for policies and procedures to achieve the highest service levels.
- Extensive knowledge of financial products and services.
Perks and Benefits:
- Comprehensive benefits package
- Generous paid vacation and sick days to support employee health and well-being
- Collaborative work environment
- Generous matched pension plan
- Paid days off for volunteering and professional development courses
- Preferred loan/deposit rates and service packages
This role is open to hybrid working arrangements with preference given to candidates located in British Columbia.
Qualified applicants are invited to submit their resume and cover letter in confidence, to: recruitment@lvcu.ca or apply directly on our website https://www.lakeviewcreditunion.com
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will undergo a bonding process that includes a criminal record check and credit check.
