AVP of Finance

    • Job Tracking ID: 512165-841940
    • Job Location: Broomfield, CO
    • Job Level: Management
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 01/09/2023
    • Years of Experience: 5 - 7 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 $94,576- $141,864 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 $94,576- $141,864 based on experience.


Experience and Skills


Responsible for managing all aspects of budgeting, forecasting, financial analysis and related complex financial systems. Analyze results and provide management with meaningful and timely information to support management decisions. Work closely with lines of business to develop and communicate financial plans at the cost center level and overall organization.



  • Develop the annual and long-term operating and capital expenditure budgets for the organization. Obtain budgetary input from all lines of business and ensure the development of department plans and budgets support the strategic plan
  • Provide advice and recommendations on all aspects of assigned budget area to cost center managers
  • Develop financial forecasts, budget variance reports, profitability reports, and other monthly and quarterly financial management reports for management, ALCO, and the Board of Directors
  • Identify and analyze the reasons for variances in actual results compared to budgets and forecasts and make recommendations to management for corrective action
  • Collaborate with lines of business to understand financial reporting needs and develop effective financial data and reports from various systems
  • Perform economic/financial research and analysis utilizing a broad range of environmental and business data for use in development of business strategies
  • Review financial statements and related comprehensive analysis for variances and trends
  • Monitor data integrity of financial systems ensuring accuracy in data mapping and data setups with sufficient detail for analysis on key business lines, and ensure updates to software, files, or systems are verified to avoid reporting errors
  • Work with IT to develop and improve data management and reporting capabilities in line with organizational needs
  • Administer, maintain, and utilize software resources for financial management, working closely with all financial systems including ALM, ProfitStar, and PROFITability software programs. Ensure all line items in financial models are in synch and accurately reflect the characteristics and optionality of each share, loan, and investment type in the database.
  • Identify, recommend and execute resolutions to key issues as they arise
  • Lead or assist on projects of moderate to high scope and complexity including cross-functional projects. Communicate project opportunities and constraints to Management while monitoring project status.
  • Collaborates with subject matter experts, business leaders and end-users to plan the appropriate project scope
  • 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
  • Supervise and provide guidance to direct reports and ensure all system and reporting activities and processes have a backup
  • Continuously improve analytical capability of the team to provide insightful and relevant recommendations to support management decisions and the strategic business plan
  • Responsible for the hiring, training, scheduling, performance appraisals, merit reviews, goals, coaching, morale and disciplinary actions of direct reports
  • Work cooperatively with State and NCUA examiners and independent auditors to ensure they receive the 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


Required Knowledge:

  • Knowledge of finance, forecasting, budgeting, profitability, and cost control principles
  • 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


Experience Required:

  • Five years to eight years of similar or related experience, in an advanced finance or accounting position in the financial services industry
  • Budgeting, forecasting, and financial analysis
  • Three or more years of experience directly supervising personnel



  • The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills
  • Demonstrated leadership skills including the ability to motivate and/or influence others and obtain cooperation
  • Strong analytic, financial modeling and reporting skills
  • Strong attention to detail and accuracy in systems, communications and reporting
  • Ability to interpret data into a summarized analysis
  • Proficiency in the use of financial systems, databases and related computer applications
  • Solid time management and organizational skills
  • 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.