Accounting – Page 3 – Credit Union Careers

Chief Financial Officer

Primary Purpose:

The Chief Financial Officer (CFO) is a member of the Senior Leadership Team who provides leadership, oversight and coordination of Finance and Accounting for Northern Savings Credit Union. This leader translates business strategies into goals, objectives, and processes to affect sound and prudent financial health of the Credit Union all in an effort to ensure exemplary member service.

This business unit leader is responsible for financial management of the credit union, maintaining market and industry knowledge, providing for engagement of employees, managing the operations to be efficient and effective, taking action to mitigate current and emerging risks, and providing for financial health of the unit and financial health of the Credit Union as a whole.

The CFO is to conduct their duties while demonstrating positive leadership within the Credit Union and externally in the community. The CFO is to inspire the employees of the business unit to achieve their maximum potential and produce results in the best interest of the credit union while respecting the members.

Key Accountabilities:

Financial Management

Overall responsibility for effective functioning of the business unit at attaining stated objectives while contributing to setting of the strategic direction
Leads development of finance, treasury and accounting programs, which are cost effective and provide good return to the Credit Union
Provide technical direction in all areas of financial and accounting and resolve complex problems referred by staff.
Manage and monitor investments and borrowings, including daily cash balances.
Manage and monitor the matching of assets and liabilities.
Ensure compliance with sound business practice, all regulations, by-laws, policies and procedures.
Develops relevant management level policy for the business unit and for particular aspects for the credit union as a whole and assists in the development of governing level policy.
Ensures business units operate within defined budgets
Identifies process improvements and implements such and shares internally.
Ensure professional image of units to members and internal customers.
Continually markets the benefits of membership to non-members to grow the membership
In conjunction with the Senior Leadership Team, provide recommendations and opportunities that may enhance financial management.

Financial Reporting

Oversee preparation of financial statements and reports, accounting and statistical data.
Identify any areas of financial concern for the credit union.
Document current and projected financial performance.
Lead in the development of annual operating and capital budgets and the financial forecasts for credit union; monitor performance in relation to budget.
Ensure the safekeeping of records to meet the requirements of outside regulatory bodies and ensure that a systematic process is in place for their retention and disposal.
Develop, recommend, and audit internal financial controls and procedures to minimize risk exposure.
Liaises with the member appointed external auditors and cooperates with the auditors in providing for an efficient and effective audit process

Risk Management and Financial Health

Implement and maintain effective risk management processes and reporting as they related to finance and treasury that are consistent with BC Financial Services Authority (BCFSA)
Identifies the inherent risks which the business unit has responsibility for and develops appropriate responses and mitigation of those risks.
Works with managers of branches (retail, insurance, business services) on pricing, analysis, and provision of information to enable them to manage profitability and results of their business units.
Provides information to the CEO and the Board to enable them to be aware of liquidity, interest rate, foreign exchange, investment, capital and financial risks and the management of those risks.
Maintains confidentiality over information as appropriate to the sensitivity of the information and within privacy requirements.

Knowledge of Market and Industry

Maintain up to date knowledge of markets with regards to services, products, rates, and fees.
Maintain knowledge of current market activity locally and nationally in order to identify opportunities for Northern Savings.
Maintain knowledge of economic factors and implications for the behaviour of current markets locally, nationally, and globally.
Develops and fosters key relationships within the credit union system and with key Northern Savings partners.

Education & Experience

University degree is required
Professional accounting designation (CPA) required
Four to six years of related management experience
Or an equivalent combination of education and experience.
Extensive financial services experience is required.
Expert knowledge of Finance & Accounting and their regulatory requirements is required.
Experience evaluating and drafting policy and procedures is preferred.
Extensive experience in evaluating all aspects of Financial Management at a corporate level is required.

The right candidate would enjoy all the experiences that Northern BC has to offer. Located in Prince Rupert, which offers BC’s spectacular outdoor playgrounds. Whether you love fishing, kayaking, hiking or skiing, or just want to escape the city life and enjoy affordable living while soaking in fantastic views. Occasional travel to the island of Haida Gwaii, Canada’s own archipelago habitat would be required as two of our branches are located on this historical and culturally rich part of the province.

Travel is a requirement of this position.

For full copy of the job description please email info@northsave.com

Please send your cover letter and resume to info@northsave.com

We thank all applicants for their interest. Please note we will only contact individuals for an interview.

Accounting Technician – FNB Trust

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. First Nations Bank has a strong history of growth and profitability with a clear strategy of expansion in the Canadian marketplace and provides ongoing career opportunities for our employees.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

The Challenge:

Reporting directly to the Trust Officers, the Accounting Technician will be accountable for a high level of support and will contribute to a comprehensive, efficient and accurate reporting process that satisfies both internal and external stakeholder requirements.

As an Accounting Technician, you are responsible for supporting trust client service goals by providing accounting, payables and coordination services. You must be a driven and detail-oriented individual who is client-focused and efficient. This role requires you to take initiative and work proactively in a fast-paced industry. You are a highly skilled professional team member. This position will be required to prepare bank reconciliations, maintain and reconcile general ledger accounts, post journal entries, prepare other statistical, financial and activity reports and support the accounts payable function. To be successful in this position you will require a strong knowledge in the area of accounting, payables and reporting.

Location:

This is a national position. Candidates from all Canadian regions will be considered, with preference to those able to be based from our Saskatoon, Winnipeg or Vancouver offices. Our Saskatoon and Vancouver offices are located on First Nation lands.

Qualifications:

Minimum of 2 years’ experience working in the finance or accounting department.
Strong analytical skills with ability to pay close attention to detail.
High level of organizational skills and ability to prioritize daily workload.
Ability to adjust to changing work priorities to meet deadlines.
Extensive working knowledge of Microsoft word and Excel.
Strong communication skills, both written and oral.
Ability to work independently and as part of a team.
Strong emphasis on bookkeeping and reconciliations is considered an asset.
Previous experience with regulatory bodies (OSFI, CDIC, FINTRAC, etc), internal/external audits and the banking industry would be an asset.
Willingness to travel and work additional hours outside of the Monday to Friday workweek as needed.
Accounting certificate or diploma is preferred but not required.
Class 5 driver’s license.

Make FNB Trust your First Choice!

Please submit your cover letter and resume to: hr@fnbc.ca

For more information, visit: www.fnbtrust.ca

Senior Commercial Account Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:

Reporting to the AVP Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location:

This position is a Monday through Friday work week based out of our Vancouver office, with considerations available for remote work arrangements within BC. Our Vancouver office is located on First Nations land.

Qualifications:

An experienced banker with a minimum of 3 years in relationship management in commercial lending that encompassed developing and implementing a sales strategy to grow your portfolio and structure credit
Proven ability to manage a portfolio in a complex Commercial and First Nations Industry
Results orientated with proven success in growing revenue and profitability
Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
Demonstrated strength in business development and customer relationship management skills
Sound credit judgment and understanding of credit policies and practices
Flexibility to travel as required without limitation
Strong interpersonal and communication skills, both written and verbal
Knowledge of Indigenous banking would be a strong asset

Please submit your cover letter and resume to dan.murza@fnbc.ca

We thank those who apply, however, only those selected for an interview will be contacted.

Director, Finance

An exciting and immediate new career opportunity is currently available at WFCU Credit Union to support the growth of the credit union for a:

DIRECTOR, FINANCE

As the Director, Finance, you will provide day-to-day support in the area of finance and accounting. You will be responsible for accurate and timely financial reporting, and preparing materials for management discussion and analysis on a monthly basis. In addition, you will be required to provide ad-hoc analysis and review of specific accounting or financial information and report on the results.

In summary, the Director, Finance will:

Managing all aspects of the general ledger.
Performing month end duties such as account review, variance analysis and statement preparation.
Overseeing the accounting function to ensure that all reporting activities are completed in an accurate and timely manner.
Monitoring financial and regulatory metrics and reporting trends and status to executive management.
Reviewing monthly information reports for regulatory reporting to ensure accuracy and completeness.
Assisting in the preparation, analysis and interpretation of monthly financial reports to support decision making.
Analyzing accounting and financial records, and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
Assisting in the preparation of the annual consolidated financial statements and note disclosures.
Supporting the budget and forecasting processes with both preparation and oversight.
Providing support during both internal and external audits.
Developing and implementing accounting policy changes and procedures to ensure accurate financial reporting; including IFRS research where applicable.
Assisting with governance reporting including drafting whitepapers and memorandums as necessary.
Mentoring and training the accounting team to optimize departmental effectiveness.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

The successful candidate must be certified as a Chartered Professional Accountant with a minimum of five years of experience in an accounting/finance role.
Analytical and problem-solving skills are critical.
The applicant must be well-organized with a refined attention to detail.
Strong verbal and written communication skills, including the ability to grasp complex issues and effectively report financial results and issues in a clear and concise manner.
The ability to analyze data using Excel functionality is vital. The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees. It’s an exciting time to join our team. To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Director of Treasury

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

DIRECTOR, TREASURY

As the Director, Treasury, you will play a key role by focusing on the planning and management of currencies, interest rate, and foreign exchange exposures. You will work with the treasury & finance team and stakeholders to ensure cash management, balance sheet, and profitability metrics are being optimized. In addition, the Director will manage market-based trades for hedging interest rate risk, manage credit union investments and liquidity portfolios, and oversee liquidity and margin enhancement strategies.

In summary, the Director, Treasury will:

Oversee the Asset Liability Management (ALM) and Financial Planning and Analysis (FP&A) functions within Treasury, making proactive recommendations for departmental improvement.
Review and submit monthly reports and analysis for submission to the Asset Liability Committee (ALCO).
Direct and oversee the Credit Union’s securitization strategy and other sources of funding as applicable.
Oversee the analysis and forecasting of interest margin, interest rate risk, and liquidity risk by working with analysts and colleagues to distill key price and growth assumptions.
Prepare in-depth analysis and reporting for executive management with regards to liquidity metrics performance vs forecast.
Develop the annual budget for interest margin and a monthly liquidity forecast reporting on position and ratios.
Collaborate effectively with colleagues and executive management to ensure ALM metrics and profitability targets are being met.
Remain abreast of regulations applicable to the Credit Union and Treasury department
Accurately prepare short- and long-range forecasts of the balance sheet, considering concepts and strategies discussed at senior management committees.
Execute market-based trades for hedging interest rate risk including bond forwards and interest rate swaps.
Regularly review and update structural, liquidity, and market risk management policies and procedures as they relate to cash and investment management.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

The successful candidate must be certified with a related professional designation (CFA, CPA, CA) with a minimum of five years of experience in finance within a treasury role.
Strong analytical and problem-solving skills are critical.
The applicant must be well-organized with a refined attention to detail.
The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.
The ability to thrive in an environment that requires a high degree of multi-tasking and strong time management skills.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

About WFCU Credit Union

Senior Commercial Account Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:

Location:

We are looking for an experienced, highly motivated and organized individual to fill the role of Senior Commercial Account Manager on a Monday through Friday work week. This position has the option to be based in either our Saskatoon or Vancouver office, both offices are located on First Nations land.

Qualifications:

An experienced banker with a minimum of 3 years in relationship management in commercial lending that encompassed developing and implementing a sales strategy to grow your portfolio and structure credit
Proven ability to manage a portfolio in a complex Commercial and First Nations Industry
Results orientated with proven success in growing revenue and profitability
Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
Demonstrated strength in business development and customer relationship management skills
Sound credit judgment and understanding of credit policies and practices
Flexibility to travel as required without limitation
Strong interpersonal and communication skills, both written and verbal
Knowledge of Indigenous banking would be a strong asset

Please submit your cover letter and resume to dan.murza@fnbc.ca

We thank those who apply, however, only those selected for an interview will be contacted.

Controller

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

We are currently recruiting a Full Time Controller. If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Financial Officer and, as a member of the Finance Department, you will be responsible for the financial accounting and budgeting systems for Bulkley Valley Credit Union, Bulkley Valley Financial Services and Bulkley Valley Insurance Services. The Controller prepares annual operating and capital budgets for review; compiles and analyzes budget requests and justifications for expenditures; incorporates branch budgets into the overall budget; monitors budget, analyzes and reconciles variances, and takes corrective action. The Controller monitors and manages overall credit union accounts payable and general ledger accounts; monitors credit union accounting systems and procedures; identifies short-comings and introduces new or improved accounting methods; develops and recommends to the Chief Financial Officer the implementation of new and revised accounting policies and standards. The Controller creates an environment where the finance staff are encouraged to provide high quality service to our staff in a professional manner. They oversee the finance staff to ensure effective performance and results through coaching and development of staff to their full potential. The Controller performs the duties and requirements of Alternate Privacy Officer.

The successful candidate should hold a minimum of three years accounting experience and a Bachelor Degree specializing in Business Administration/Commerce is required. The successful candidate should have completed or be currently enrolled in a designated professional accounting program (CPA).

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Borden Armstrong, Chief Financial Officer

barmstrong@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax: (250) 847-3012

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Payments and Clearing Clerk

The Company:
First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. First Nations Bank has a strong history of growth and profitability with a clear strategy of expansion in the Canadian marketplace and provides ongoing career opportunities for our employees.

Location:
We are looking for a highly motivated and organized individual to fill the role of Payments and Clearing Clerk, to be based in our Head Office in Saskatoon on a Monday through Friday work week.

The Challenge:
The Payments and Clearing Clerk is responsible for various functions and duties related to back-office processing, including but not limited to cheque and AFT rejects, returns and chargebacks while adhering to CPA standards. Additional duties include trace requests and investigations, customer support, transaction processing to and reconciliation of our General Ledgers, PaymentStream AFT support and other general administrative tasks. All work must be carried out with a high degree of accuracy and a focus on service and support to internal teams.

Qualifications:

2-3 years of experience working in a Financial Institution would be preferred. Alternatively, 2-3 years of experience in office administration or accounting
Strong analytical skills with ability to pay close attention to detail
Proficiency in learning new software applications
High level of organizational skills with ability to prioritize daily workload
Ability to adjust to changing work priorities and meet deadlines
Strong customer service and interpersonal skills
Excellent verbal and written communication skills

Make First Nations Bank of Canada Your First Choice!

Submit your cover letter and resume to hr@fnbc.ca

We thank all candidates for their interest, however; only those selected for an interview will be contacted.

Senior Financial Analyst

You’re invited to make a difference… as a Senior Financial Analyst.

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

Reporting to the Director, Finance, the primary focus of this full time role is to interpret and apply legislative and regulatory requirements to ensure the credit union maintains compliance within the areas related to Finance. The application of this legislation and regulatory requirements is in the form of the calculation of key financial metrics (capital, liquidity, and securitization ratios) and preparation of monthly and annual reporting to the Financial Services Regulatory Authority (FSRA), Kindred’s provincial regulator. In addition, to contribute expertise and analysis to support finance department responsibilities relating to budget, treasury, and financial/cost analysis.

Key Responsibilities

Prepares monthly and annual reporting to regulator (FSRA), including calculation of key financial ratios including capital, liquidity, and securitization.
Performs complex accounting analysis (i.e. IFRS9 ECL analysis).
Provides support for Foreign Exchange relating to the Treasury function
Supports the annual budget with analysis, in collaboration with the Director, Finance.
Contributes expertise in financial analysis in support of project work and business cases.
Leads response to requests for data from regulators on behalf of the credit union.

What to bring

With an accounting designation and industry experience, you bring your analytical mind and attention to detail to your work. A strong collaborator, you possess strong communication and relationship building skills and enjoy partnering with others to build solutions and address emerging needs. Finally, you bring an active commitment to Kindred’s shared values and purpose.

Plus, you bring your qualifications and experience:

An undergraduate degree in Accounting or Finance
A professional accounting designation
4-6 years of experience in a similar role, preferably within financial services
Experience with regulatory bodies is a definite asset

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. For many roles, we offer flexible and remote options that we can discuss with you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred? Apply with your resume and cover letter explaining why you want to work for Kindred. Next onboarding is scheduled for August. We look forward to connecting with you!

Senior/Intermediate Loan Administrator and Accounting Clerk

Senior/Intermediate Loan Administrator and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This role will be appointed as Loan Administration and Accounting Clerk, or Senior Loan Administration and Accounting Clerk based on qualifications and experience of the candidate.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Senior Accountant with liaison with Supervisor Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Retail Loan Administration involves back-office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

The Senior Loan Administration and Accounting Clerk will coach and provide guidance to Loan Administration and Accounting Clerks and new hires.

As the ideal candidate you will have relevant tertiary education, experience with Microsoft Dynamics NAV or Business Central, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.