Vice President, Treasurer & Investment Officer
Confidential
Vice President, Treasurer & Investment Officer
About the Company
Large national financial cooperative
Industry
Banking
Type
Non Profit
Founded
1933
Employees
1001-5000
Categories
- Banking
- Finance
- Financial Services
- Banking & Mortgages
- Investment Management
- Insurance
- Banking Services
Specialties
- consumer checking & savings accounts
- consumer loans
- mortgage loans
- credit cards
- online banking
- mobile banking
- investments
- and insurance
Business Classifications
- SAAS
- B2C
About the Role
The Company is seeking a VP - Treasurer and Investment Officer to play a key role in the strategic and results-driven management of the organization's financial operations. The successful candidate will be responsible for developing and implementing dynamic methodologies for performance monitoring, as well as producing executive-level reports to assess financial performance across various markets, products, and member demographics. This role involves actively owning key treasury and investment processes, providing thought leadership to drive improvement, and ensuring compliance with state and federal financial regulations. The VP will also lead and mentor a team, oversee the assessment of market and product performance, and make strategic recommendations for investment and pricing strategies. Applicants for the VP - Treasurer and Investment Officer position at the company should have a Bachelor's degree in accounting or finance, with a Master's degree in business administration preferred. A minimum of 5 years' of top management experience in a related financial role, particularly within a financial institution, is required. The ideal candidate will have a strong background in treasury management, investments, and balance sheet optimization, and be adept at enterprise analytics. The role demands a strategic thinker with a collaborative, data-driven approach, capable of aligning financial strategies with the organization's long-term growth objectives while maintaining safety, soundness, and regulatory compliance. The VP will also be expected to foster a positive work environment, promote skill development, and ensure the team is aligned with the company's mission and core values.
Hiring Manager Title
EVP - Chief Financial Officer
Functions
- Finance
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