Patelco Credit Union

VP, Finance

Job Locations US-CA-Dublin
Req No.
Regular Full-Time


The Vice President, Finance is responsible for oversight of all aspects of financial risk (Interest Rate Risk, Liquidity Risk, and Capital Risk) which includes the measurement of compliance with all related limits adopted by the Board of Directors. Additionally, this position is responsible for statistical modeling, management reporting, and financial analysis functions, including branch, product, and member profitability.  Provide leadership and direction with an emphasis on professional development and team building, while maintaining a positive and engaging work environment.


  • Provide accurate and timely analysis of the credit union's Asset Liability Management position and recommend balance sheet strategy to optimize risk/return.
  • Analyze the liquidity position of the credit union to provide actionable information to the
  • Responsible for the completion, execution and delivery of the Capital Planning process including presenting analyses and results to the Capital Planning Committee and the Board of Directors to achieve an effective challenge process as well as Stress Testing scenarios as requested by the NCUA as a $10 billion+ financial institution.
  • Coordinates with the NCUA as to any aspect of the Capital Planning/Stress Testing and data submissions and ensures that models are validated according to NCUA regulations as a $10 billion+ financial institution.
  • Assists with developing annual comprehensive capital plan that addresses capital goals. Determines appropriate capital levels, evaluates decisions about capital actions, and maintains capital contingency plans according to policy.
  • Enhance and manage the ongoing branch, product, and member profitability analysis for the credit union, including funds transfer pricing and capital allocation analysis.
  • Monitor balance sheet trends and present recommendations regarding earnings/capital performance, ensuring projections are linked with management's goals.
  • Formulate financial strategies and contribute to the evaluation and development of key ALM model
  • Manage the reporting of business unit budget performance against
  • Manage the development, implementation and reporting of business unit-level metrics to maximize decision making by the Leadership
  • Provide analytical support for projects, products and services development, strategic initiatives and ad hoc situations to enhance organizational decision making and issue
  • Analyze earnings/capital exposure using different rate scenarios, volume assumptions and business strategi Interpret and monitor complex financial model outputs and assumptions.
  • Coach and develop team; empower team to take appropriate risk/action; assess skills and coordinate training as necessary; enhancing knowledge and greater understanding of 'big picture' and credit union focus.
  • Collaborate with colleagues to create, implement, and/or recommend strategies contributing to overall credit union growth and success.
  • Demonstrate strong problem solving and decision-making skills by applying knowledge and experience to develop solutions and implement appropriate
  • Perform other related and unrelated duties as assigned. 


  • Bachelor's degree, with a concentration in finance, economics, mathematics, statistics or another quantitative
  • MBA desirable, but not required
  • 10 + years of financial services experience with demonstrated knowledge of ALM and ALM modeling
  • Minimum of 10 years leading and motivating teams, including partnering across areas without direct supervisory lines
  • Experience with NCUA/Federal Reserve Bank capital planning and stress testing.
  • Demonstrated leadership
  • Effectively present information to executives, management, Board of Directors
  • Excellent listening
  • Collaboration, influential leadership skills, public speaking, succession planning and talent management.
  • Strong people skills, adept at working in a team
  • Effective communication and interpersonal skills, transparency and exceptional leadership behavior.
  • Capacity to deal with abstract (strategic) and concrete (tactical)
  • Results oriented - strong organizational, project planning skills



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