• Job Tracking ID: 512165-839143
    • Job Location: Broomfield, CO
    • Job Level: Management
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 01/03/2023
    • Years of Experience: 7 - 10 Years
    • Starting Date: ASAP
    • Days of the Week: Mon,Tue,Wed,Thurs,Fri
    • Hours: 40 hours a week, varying Monday-Friday 7am-6pm
    • Salary: Starting Annual Salary $91,708- $137,562 based on experience.
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Job Description


*$1000 to be paid out 90 days after start date.


As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.


When you join our Premier Members team, your benefits will include:

  • Comprehensive medical insurance plan that has HRA, HSA, and FSA options
  • Dental and vision insurance
  • Generous paid-time-off
  • 11 paid holidays
  • Annual bonus
  • 401(k) plan with a 5% match
  • Wellness program
  • Tuition assistance
  • 1% employee loan discount
  • Employee Assistance Program (EAP)
  • Life and disability coverage


What sets working for Premier Members apart?

  • Career development and pathing opportunities to move into leadership roles or other lines of business within PMCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
  • Supportive and engaging work environment.
  • A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
  • A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.

Starting Annual Salary $91,708- $137,562 based on experience.


Experience and Skills


Responsible for managing all aspects of ALM, liquidity, investments and related complex financial systems. Analyze results and provide management with meaningful and timely information to support management decisions . Oversee investment analysis, reporting, and accounting and provide support documentation for NCUA 5300 reporting.



• Prepare, evaluate and present ALM analysis and information packets to management, ALCO, and Board of Directors to communicate the ALM risk position of the Credit Union. This includes written analysis to interpret vendor reports and ALM position in a manner that can assist in the decision making process.

• Develop financial forecasts, creating monthly financial management reports, interest rate risk assessment and maintaining supportive spreadsheets and other database files

• Monitor data integrity of financial systems ensuring accuracy in data mapping and data setups with sufficient detail for analyses on key business lines, and ensure updates to software, files, or systems are verified to avoid reporting errors

• Prepare Operational and Strategic ALCO information packets, facilitate meetings monthly, and maintain records of meetings. Compile the relevant monthly statistical and trend reports that are provided to ALCO and the Board of Directors.

• Assist with reviewing and recommending changes to the ALM, Interest Rate Risk, Investment, Liquidity, Contingency Funding Plan, and Concentration Risk Policies at least annually

• Follow finance related policy reporting requirements and monitor policy limits; communicate to management and ALCO if policy limits are exceeded. Working with management, ALCO, and the investment officers, prepare analysis and provide recommendations for the purchase and sale of investments

• Monitor and document liquidity position. Identify and recommend future liquidity needs that limit liquidity risk for the credit union. Review, maintain liquidity evaluation and analysis tools such as the liquidity forecast, liquidity management plans, contingency funding plans, and liquidity analysis.

• Develop methods and procedures to improve effectiveness and efficiency of systems within area of responsibility. Responsible for maintaining knowledge and understanding of current trends, laws, and issues affecting area of expertise

• Complete the Cash, Investments, Liquidity and Derivatives portions of the quarterly NCUA 5300 Call Report to accurately reflect the position of the Credit Union. Ensure the Credit Union is in compliance with all regulatory and GAAP requirements regarding ALM Modeling and investment reporting

• Assist management and ALCO with long and short-term credit union planning

• Oversee investment settlements, derivative settlements, and verify trade details are entered accurately with the safe keeper and reflected in the investment reports as agreed. Oversee, maintain, and monitor investments and derivatives and their related accounting functions, portfolio transactions, and portfolio reporting

• Supervise the reconciliation of all investment related general ledger accounts monthly, ensuring accuracy and all items over 30 days are cleared. Maintain daily, weekly, and/or monthly reconciling lists and records. Assist with preparing annual budget including yield analysis and ALM what-if scenario modeling

• Supervise and provide guidance to direct reports and ensure all system and reporting activities and processes have a backup. Responsible for the hiring, training, scheduling, performance appraisals, merit reviews, goals, coaching, morale and disciplinary actions of direct reports

• Responsible for maintaining knowledge and understanding of current trends, laws, and issues affecting area of expertise. Continuously improve analytical capability of the team to provide insightful and relevant recommendations to support management decisions and the strategic business plan

• Work cooperatively with the State and NCUA Examiners and independent auditors to ensure they receive all necessary information to perform their reviews

• Assume responsibility for related duties as required or assigned




• Bachelor’s degree in Finance, Business, Accounting or related field or equivalent experience

• Advanced degree or professional designation/certification (i.e. CPA, CMA, CFA) desirable



• Knowledge of finance, forecasting, ALM, investment principles, budgeting and cost control

• Knowledge of financial services industry, including products and services

• Knowledge of NCUA, Federal and State financial regulations and compliance

• Understand credit union finance policies and reporting requirements

• Knowledge of finance and accounting software and systems



• Eight years to 10 years of similar or related experience in finance or accounting position in the financial services industry

• Investment portfolio management, asset/liability management, and financial analysis

• Budgeting, forecasting, and financial analysis

• Three or more years of experience directly supervising personnel



• Strong interpersonal skills including the ability to communicate effectively and work in a team environment

• Demonstrated leadership skills including the ability to motivate and/or influence others and obtain cooperation

• Strong analytic, financial modeling and reporting skills

• Ability to interpret data into a summarized analysis

• Solid time management and organizational skills

• Strong attention to detail and accuracy in systems, communications and reporting

• Proficiency in the use of financial systems, databases and related computer applications

• Ability to work independently

• Strong communication skills in listening, writing, and speaking

• Ability to identify and resolve problems

• Ability to use sound judgment in decision making



• Standard office conditions

• Low to moderate noise

• Limited lifting up to 10 lbs.


This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.


This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.