Position Details: MANAGER, FINANCE

Title                     Manager, Finance

Department      Corporate

Reports to         Chief Executive Officer Office

Salary                 $100,000 – $117,647 annually

Posting Date     June 15, 2026

Closing Date   Until Filled

SUMMARY

The Manager, Finance leads the operational delivery and continuous improvement of the organization’s financial functions, including accounting, budgeting, treasury, and audit, ensuring financial integrity, regulatory compliance, and operational effectiveness.

This role develops a deep understanding of existing systems, processes, and team workflows to support informed decision-making, effective operations, and the successful implementation of regulatory and process changes.

Working under executive direction, the Manager, Finance partners with the CEO office and leadership team to provide financial reporting, analysis, and insights that support strategic priorities and long-term financial sustainability.

KEY RESPONSIBILITIES

1. Process Excellence & System Optimization

• Evaluates existing systems, workflows, and controls, demonstrating a strong working knowledge of current processes, to build a comprehensive understanding as a foundation to inform and guide process improvements and automation
• Works closely with team members to understand current practices, challenges, and resource constraints, ensuring proposed changes are practical, sustainable, and aligned with team capabilities.
• Streamlines finance/accounting processes through technology (i.e., automation strategies) and identifying redundant procedures.
• Develops and maintains a strong working knowledge of finance systems, tools, and processes to effectively support team operations and ensure continuity.
• Actively engages in day-to-day financial processes and system workflows to build practical understanding and provide hands-on support where required.

2. Leadership & Internal Collaboration

• 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
• Collaborates with executive leadership to align financial objectives with organizational priorities and risk management frameworks.

3. Financial Strategy & Planning (High-level responsibility)

• Designs and implements financial strategies, policies, and procedures across accounting, budgeting, auditing, treasury, and cost control functions that are grounded in a clear understanding of existing operational practices and organizational context

4. Core Financial Management & Reporting

• Oversees the preparation of financial statements (i.e., income statements, balance sheets) and forecasts to guide executive decision-making.
• Manages forecasting, budgeting, and variance analysis activities to optimize resource allocation and fiscal performance.
• Supervises general ledger maintenance, financial systems, and internal controls to safeguard assets and data integrity.

5. Strategic Analysis & Financial Optimization

• Coordinates with Asset & Liability Management partners to prepare and analyse various financial and stress testing scenarios as laid out by the executive team.
• Provides rate recommendations for LVCU’s deposit and lending portfolios to ensure healthy financial margins, performance, and overall strategic objectives are met.

6. Operational Oversight

• 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.
• Provides technical support for financial systems and reconciliation processes, including troubleshooting, issue resolution, and ensuring data integrity across applications.
• Maintains functional knowledge of financial systems and reconciliation processes to support issue resolution, process execution, and team effectiveness.
• Reviews and explores opportunities to support other functions within the credit union

7. Governance, Compliance & External Relations

• Directs year-end audit processes, ensuring accurate financial reporting and compliance with accounting standards.
• Acts as liaison with external auditors to facilitate work and adheres to their requirements by providing necessary documentation.
• Monitors, evaluates, and interprets emerging and revised regulatory requirements, assessing impacts to financial reporting, data, and operational processes.
• Leads the planning, coordination, and implementation of changes required to meet evolving regulatory and reporting requirements, ensuring accuracy, completeness, and timeliness.
• Develops and maintains processes, controls, and documentation to support compliance with new and changing regulatory expectations.
• Ensures regulatory reporting and timelines are met in accordance with regulatory schedules and guidelines, maintaining accuracy, completeness, and timeliness.
• Manages oversight of LVCU contracts, ensuring appropriate tracking and renewal schedules are adhered to while fostering strong, productive relationships with key partners.
• 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

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
• CPA 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.

We welcome applications from candidates residing in Canada, with a preference for those located in British Columbia. Flexible hybrid and remote working arrangements are available.

Interested candidates are encouraged to apply within this application.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.