VP of Accounting & Finance (63292)

Mazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our Members and Team Members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this:

Our Team Members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our Members and other Team Members. Of course, our behavior and appearances are workplace appropriate, and Team Members should lead this value by example.

We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren’t afraid to make decisions-even some of the difficult ones.

Self-development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the Team Members around us. We know our responsibilities and are not afraid to try new things.

We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you’ll fit in just fine around here. We like to consider ourselves positive agents of change that embraces Team direction.

Besides that, here’s what else keeps Team Members here:

• Up to 27 days off a year, including:
  • 10 paid Holidays
  • Mental Health Day
  • Anniversary Day
  • PTO starting on the first day
• 40 hours of Paid Volunteer Time per year
• Traditional & Roth 401K with company match
• Medical, Dental, and Vision benefits effective 1st of the month following first day
• Wellness credit available for Medical premiums
• Company paid benefits including:
  • Basic Life and AD&D Insurance
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance
  • Vision Insurance
  • Maternity & Menopause Support Programs
  • Employee Assistance Program
• On-Site Gym at our Headquarters location in Overland Park
• Discretionary Stakeholders bonus program
• Attractive interest rates on Team Member checking & Team Member money market accounts
• Consumer and mortgage loan discounts

Role:

The Vice President of Accounting & Finance serves as a Senior Financial Leader responsible for the execution, oversight, and continuous improvement of the Credit Union's accounting, finance, budgeting, regulatory reporting, and secondary market activities. This role provides leadership and direction for the Accounting and Finance Departments, ensuring the accuracy and integrity of financial reporting, the effective management of financial resources, and compliance with applicable accounting standards, regulations, and organizational policies.

Working collaboratively with the Chief Financial Officer, Executive and Senior Leadership Teams, committees, regulators, auditors, and external business partners, the Vice President of Accounting & Finance helps drive informed decision-making through accurate financial reporting, meaningful analytics, sound financial planning, and effective resource management. Through financial expertise, operational leadership, and a commitment to continuous improvement, this position helps ensure the Credit Union remains financially sound, compliant, efficient, and well-positioned to achieve its strategic objectives while delivering exceptional value to its Members.

Essential Functions & Responsibilities:

• Accounting: Provides leadership and operational oversight of the Accounting Department, ensuring the Credit Union's financial results and condition are accurately recorded and reported in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Oversees month- and year-end close processes, accounts payable, general ledger administration, account reconciliations, fixed assets, taxes, allowance-related accounting activities, and internal controls. Ensures the timely preparation and submission of all required internal and external financial reports while promoting continuous improvement in accounting processes, systems, and reporting capabilities. Supports organizational objectives through accurate financial information, strong fiscal stewardship, and compliance with applicable regulatory requirements. Coordinates and oversees required regulatory and financial reporting, including NCUA Call Reports, Form 990, tax filings, and other federal, state, and industry reporting requirements. Serves as a primary liaison for financial examinations, audits, and reviews, working closely with auditors, examiners, and internal stakeholders to facilitate information requests and ensure timely resolution of findings. Maintains compliance with applicable accounting standards, regulations, and organizational policies while promoting a culture of accuracy, accountability, and continuous improvement.

• Finance: Provides leadership and operational oversight for the Finance Department, ensuring that financial planning, budgeting, forecasting, analysis, and reporting to support the Credit Union's strategic objectives and financial performance. Works closely with the Chief Financial Officer to support balance sheet management, interest rate risk monitoring, liquidity management, investment reporting, and Asset Liability Management (ALM). Develops robust financial analysis, modeling, and management reporting to support informed decision-making, expense management, profitability goals, and long-term financial strength. Assists in developing and monitoring organizational budgets and financial plans, identifying trends, risks, opportunities, and corrective actions as appropriate. Supports the development, administration, and monitoring of the annual operating and capital budgets. Assists department Leaders in preparing budget assumptions, forecasts, and financial projections while monitoring financial performance against established goals. Provides analysis and recommendations on variances, operational efficiency, and resource allocation to support sound financial decision-making and the achievement of strategic objectives.

• Secondary Desk Management: Provides leadership and oversight for the Credit Union's Secondary Desk activities, including participation loan purchases and sales, loan sale programs, and related balance sheet management initiatives. Maintains strong relationships with financial institutions, investors, brokers, and business partners to support strategic growth objectives and optimize portfolio performance. Collaborates with the Chief Financial Officer and Lending Leadership to evaluate opportunities, monitor portfolio concentrations, assess financial impact, and support effective management of liquidity, capital, and interest rate risk. Ensures all activities are performed in accordance with organizational policies, contractual obligations, and applicable regulatory requirements

• Cross-Functional Leadership and Organizational Partnership: Represents the Accounting and Finance Departments through active participation in organizational committees and cross-functional initiatives. Serves on and supports committees including the Asset Liability Committee (ALCO), Investment Committee, Non-Interest Income Committee (NIIC), Asset Review Committee (ARC) and Pricing Committee. This role will also support the Product & Services Steering Committee, Risk Management Committee (RMCO), and other groups as assigned. Partners with business units across the Credit Union to provide financial guidance, analytical support, and insights that strengthen organizational performance and support strategic initiatives.

• Team & Talent Management: Provides and ensures effective leadership, coaching, and development for Accounting and Finance Departments. Fosters a culture of accountability, collaboration, continuous learning, and operational excellence through effective hiring, training, performance management, succession planning, and professional development initiatives. Ensures departmental resources and talent are aligned with organizational priorities and strategic objectives.

• Budgeting & Financial Management: Oversees the administration, monitoring, and reporting of the Credit Union's annual operating and capital budgets. Works closely with department Leaders and the Chief Financial Officer to develop forecasts, evaluate financial performance, analyze budget variances, and identify opportunities to improve operational efficiency and financial results. Provides meaningful financial analysis and recommendations to support informed decision-making, effective resource allocation, and achievement of organizational objectives. Supports the ongoing development of financial plans, forecasting models, and management reporting tools that strengthen financial performance and organizational accountability.

• Regulatory Compliance, Audit & Exam Management: Ensures compliance with all regulatory requirements and applicable laws, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Provides Executive leadership for internal and external financial audits and regulatory examinations, ensuring all accounting activities adhere to the highest standards of compliance, transparency, and operational integrity in order to garner high levels of confidence by stakeholders. Proactively and regularly reviews financial reports to ensure accuracy. Coordinates the preparation and timely submission of 5300, 990/990T reports and all requested documentation for scheduled and ad hoc audits, as well as federal, state, and industry examinations. Follows protocols for identifying, tracking, and remediating findings, leveraging cross-functional collaboration to address root causes and implement sustainable corrective actions. Regularly reviews audit outcomes and exam results with Senior Leadership, integrating key insights into strategic planning, and continuous improvement initiatives. Promotes a culture of proactive risk identification, accountability, operational excellence, and safeguarding Member interests.

• Strategic Vendor Management: Oversees the financial administration, due diligence, and ongoing monitoring of vendor relationships in accordance with the Credit Union's Vendor Management Policy and applicable regulatory requirements. Participates in the evaluation, selection, contract review, renewal, and performance assessment of third-party service providers, with particular emphasis on vendors supporting Accounting, Finance, Treasury, Secondary Market, and other assigned business functions. Works collaboratively with business units, risk management personnel, and Executive Leadership to ensure vendor relationships provide appropriate value, maintain acceptable risk profiles, and support organizational objectives. Assists in monitoring vendor performance, contract compliance, service-level expectations, and financial commitments while identifying opportunities for operational efficiencies, cost management, and continuous improvement.

• Project Management: Champions a culture of innovation and continuous improvement by sponsoring/supporting projects and ensuring optimal allocation of financial and human capital. Prioritizes and allocates financial and talent resources to projects appropriately.

• Policies & Procedures: Adheres to and provides input on updates to Financial policies. Originates procedures, and guidelines and presents them to the management, relevant committees, and/or personnel as required. Policies include, but are not limited to, Budget, Allowance for Loan & Lease Loss, Investments, Earnings & Reserves, Interest Rate Risk & Funds Management, Non-Deposit Investment Programs, Fixed Assets, Derivatives, Liquidity, Concentration Risk, etc.

• Analytics & Reporting: Maintains comprehensive analytics and reporting standards, reviewing high-level management reports and financial projections to inform strategic decisions regarding budget, investments, capacity, liquidity, pricing, asset quality, concentration, etc. Presents monthly statistics and reports and proposes short-, medium- and long-term approaches to manage desired outcomes accordingly.

• Disaster Recovery & Business Continuity: Supports the ongoing development, maintenance, testing, and execution of disaster recovery and business continuity plans for the Accounting and Finance Departments. Works collaboratively with Information Technology, Risk Management, and business unit Leaders to identify critical financial processes, maintain recovery procedures, and ensure operational readiness in the event of a disruption. Supports periodic testing, training, and documentation updates to promote continuity of financial operations, regulatory reporting, liquidity management, and other critical finance functions. Assists in evaluating risks, implementing corrective actions, and strengthening departmental resilience to support uninterrupted service and compliance with organizational and regulatory requirements.

• Committee & Board Involvement: Provides Senior Leadership representation and strategic input across a broad array of internal and external committees and boards integral to the organization's needs. Leads, attends, and/or actively participates in Committee Meetings pertaining to Governance, Financial, Lending, Risk, and Technology, ensuring that relevant and required information is shared and insights inform policy formulation, financial needs, risk appetite, and organizational priorities. Supports the CFO who leads the Asset Liability Committee (ALCO); and serves on the Pricing Committee, Investment Committee, and serves as an active and/or voting Member of the Asset Review Committee (ARC), Non-Interest Income Committee (NIIC), Risk Management Committee (RMCO). Supports Board and organizational development by facilitating financial-related trainings and presentations.

• Industry Partnerships: Cultivates and sustains industry partnerships to advance organizational objectives and enhance Member value. Engages with industry associations and community groups to advocate for organizational interests, influence emerging standards, exchange best practices, and strengthen Credit Union relationships in service to the Credit Union movement.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice.

Education, Experience, Skills, Competencies & Culture Expectations

Required Education:

• Bachelor's Degree emphasizing Accounting, Finance, Statistics, or business administration.

Preferred Education:

• MBA or master’s degree specializing in Finance, Accounting or Portfolio Management highly preferred.

Required Experience:

• Accounting & Finance Expertise: Extensive experience in accounting and finance at a financial institution inclusive of the areas listed above in the job responsibilities. Familiarity with accounting and finance practices, policies, procedures and processes.
• Financial Acumen: Strong skills in budgeting, forecasting, and analyzing financial reports related to the management of a financial institution.
• Leadership and Management: Proven experience in leading teams, setting goals, and driving performance. This includes managing Team Members, conducting performance reviews, and fostering a collaborative work environment.
• Strategic Planning: Experience in developing and implementing strategies that align with the Credit Union's overall goals, including identifying growth opportunities and adapting to changing market trends.
• Regulatory Compliance, Audit & Exam Management: In-depth understanding of state and federal regulations, ensuring compliance and minimizing risk.
• Strategic Vendor Management: Proven experience in vendor management including contract reviews, RFP’s, negotiations, ongoing due diligence and relationship management.
• Project Management: Ability to oversee enterprise-wide projects and departmental initiatives, specially related to Accounting & Finance.
• Policy & Procedure Ownership: Ability to set finance, accounting, and other related policies and procedures pertaining to functional areas.
• Board & Committee Leadership: Proven experience in Committee leadership, facilitating trainings and presentations and other governance practices.
• Industry Experience: Eight to ten years of experience in the credit union, banking and/or financial services industry, with a focus on accounting and finance.

Skills:

• Analytical Thinking: The ability to assess market trends, Member needs, and financial performance metrics to make data-driven decisions.
• Communication Skills: Strong verbal and written communication abilities to convey financial strategies, policies, and expectations clearly to Team, Members, and Stakeholders.
• Relationship Building: Expertise in fostering strong connections with Members, Teams, business partners, and examiners/auditors/regulators to enhance collaboration and trust.
• Innovation and Creativity: A forward-thinking mindset to support the development of innovative products and services and streamline processes for a competitive edge.
• Conflict Resolution: Skills in addressing disputes or challenges—whether with Team Members, Members, or other Stakeholders—and finding effective solutions.
• Technology Proficiency: Familiarity with financial technologies, systems, and digital transformation strategies to modernize the Credit Union's operations.
• Risk Management: The ability to identify, assess, and mitigate risks while maintaining compliance with regulations and protecting the Credit Union’s assets.
• Time Management: Prioritizing tasks effectively, especially when balancing strategic planning with day-to-day operations.
• Member Focus: A genuine understanding of and commitment to the needs of Credit Union Members, ensuring that products and services enhance their financial well-being.

Competencies:

• Job & Technical Expertise
• Results Oriented & Change Leader
• Manages Effective Teams & Work Groups
• Holds Others Accountable & Personal Accountability
• Communication & Interpersonal Skills
• Teamwork & Collaboration
• Empowers & Inspires Others
• Develops Self & Others
• Strategic Thinking & Vision

Culture Expectations:

1. Positive, Fun Attitude – Consistently demonstrates a positive attitude, always being respectful in interactions with Members and Team Members. Behavior and appearance should be appropriate and should lead by example.
2. Teamwork – Proactive collaborator who embraces the opportunity to work with others. Punctual and dependable. Able to manage conflict well amongst Team Members and Members. Demonstrates strong people skills, initiative, and decision-making ability. Productivity meets or exceeds expectations for the position.
3. Learning & Growth – Demonstrates initiative in not only self-development, but the development of others. Possess superior knowledge of the responsibilities and tasks in the department and can apply and share learning.
4. Creativity & Progressive Mindset – Able to think outside the norm, introduce new ideas, and proactively solve problems. Positive change agent that embraces team direction.

Physical Requirements:

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 15 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including computer, tablet, telephone, copier, printer, scanner, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Work may occasionally require travel throughout the KC Metro area, and potentially outside of the KC Metro area. Valid driver’s license required.

Work Environment:

Must be able to routinely perform work indoors in a climate-controlled office environment with minimal noise.

Mazuma Credit Union is an equal opportunity employer and will consider all application without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability of any other characteristic protected by law. Mazuma participates in eVerify.