Description
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary: Travis Credit Union's (TCU) Finance Management is responsible for overseeing the financial health of the credit union by managing budgets, analyzing financial data, preparing financial reports, ensuring compliance with regulations, and providing strategic financial advice to senior management on profit-maximizing ideas to drive decision-making.
Profile:
- Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff.
- Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan.
- Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the Travis Credit Union loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss.
- Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability.
- Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights.
- Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization's adherence to NCUA financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices.
Skills:
- Ability to manage, motivate, and develop a team, including supporting team members' career development, building career paths, and promoting a positive work environment.
- Understanding of finance and accounting principles and thorough knowledge of NCUA regulations, GAAP, and industry best practices.
- Proficiency in analyzing financial data to identify trends and provide insights.
- Skill in presenting complex financial information clearly to stakeholders.
- Expertise in developing and implementing long-term financial strategies.
- Proficiency with relevant finance and accounting applications.
- Thorough understanding of interest rates, liquidity, and credit risks.
- Skills in analyzing and optimizing product, branch, and member profitability.
- Proficiency in identifying ways to reduce costs and improve efficiency.
- Strong teamwork skills to work with various departments.
Reporting and Experience:
- Reports directly to assigned department leadership.
- Direct supervisory responsibilities for assigned department staff.
- Bachelor's degree in finance, accounting, economics or related field; or equivalent related work experience.
- Minimum of 6 years in supervisory or leadership role.
- Minimum of 8 years of experience in financial planning, analysis, accounting and strategy.
- Certified Financial Analyst or Certified Public Accountant or similar professional certification preferred.
Compensation:Grade 21. Base salary starting range: $140,025.60 annually - $172,972.80/annually is commensurate with experience.
Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the wellbeing of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
- Competitive medical, dental, and vision insurance
- Mental health and wellness programs
- Employee performance incentive plan
- Merit-based salary increases
- 401(k) program with immediately vested employer match
- Generous holiday and vacation policies
- Exclusive TCU perks such as employee loan and credit card discounts
Travis Credit Union is an Affirmative Action Employer.
EOE / Individuals with Disabilities / Veteran Status
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Travis Credit Union
vision insurance, 401(k)
Dec 23, 2025