Director, Finance

At Allegacy Federal Credit Union, every employee is accountable for delivering on our promise to always do what is right for our members’ wellbeing. This role plays a critical leadership position in advancing that promise by providing high-quality financial insight, analysis, and guidance that supports sound decision-making across the organization.

The Director, Finance leads financial, statistical, and analytical activities. This role partners closely with senior leadership and lines of business to translate complex financial information into actionable insights that support strategic objectives, financial sustainability, and member value.

Specific Accountabilities

• Deliver exceptional service to internal and external members by consistently supporting decisions that align with Allegacy’s Brand Culture, mission, and core values.
• Ensure compliance with bylaws, regulatory requirements, Board of Directors policies, and established internal controls and procedures.
• Lead, review, and validate financial analyses, calculations, and reports to ensure accuracy, integrity, and clarity of financial information.
• Provide financial leadership and analytical support aligned with short- and long-term organizational goals.
• Support the development of annual budgets, forecasts, and long-range financial plans.
• Monitor key performance indicators and financial metrics, proactively identifying trends, opportunities, risks, and recommended actions.
• Partner with lines of business to identify key drivers of financial performance and support data-driven decision-making.

Product, Pricing, Market, and Economic Analysis

• Serve as a key finance liaison for cross-functional product and pricing initiatives, translating complex financial analysis into clear recommendations for senior leadership and business partners.
• Monitor and evaluate loan and deposit pricing performance, margin trends, and profitability; collaborate with internal teams to recommend appropriate pricing strategies.
• Conduct ongoing market and competitive analysis to assess product offerings, pricing structures, and industry trends, identifying opportunities to enhance competitiveness and financial performance.
• Assess macroeconomic trends and economic indicators, including interest rate movements, inflation, and market conditions—to inform financial strategy, product planning, pricing decisions, and balance sheet management.

Strategic & Operational Leadership

• Perform trend analysis, financial modeling, and scenario (“what-if”) analysis to support strategic initiatives and executive decision-making.
• Prepare and present executive-level financial presentations and insights.
• Document, implement, and monitor finance-related policies, procedures, and best practices.
• Coordinate and communicate with NCUA examiners and external auditors related to finance activities.
• Maintain a strong understanding of evolving regulatory requirements and industry best practices.
• Support change management initiatives by developing clear process roadmaps and promoting continuous improvement.
• Lead and contribute to cross-functional projects and special initiatives as assigned by the Senior Vice President of Finance.
• Manage ad hoc reporting and complex financial analyses as needed to support the organization.

Knowledge, Skills, and Abilities

• Strong analytical skills with a solid foundation in finance principles and exceptional attention to detail.
• Proven ability to manage multiple projects concurrently with strong organizational and time management skills.
• Experience with financial modeling, predictive analytics, and complex operational and financial analysis.
• Demonstrated leadership capability, including coaching, development, and performance management of direct reports.
• Strong understanding of data warehousing, analytics, reporting tools, and best practices.
• Ability to communicate complex financial concepts clearly and effectively to audiences at all organizational levels.
• Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and Word.
• Self-directed, adaptable, and capable of solving complex problems independently and collaboratively.
• Willingness and ability to take on additional responsibilities.
• Eligibility to be bonded.

Education and Experience

• Bachelor’s degree in Finance, Economics, or a related quantitative field required.
• Minimum of five (5) years of experience in Finance.
• Previous management experience preferred (minimum two years).
• Experience with asset/liability management (ALM) modeling systems preferred.
• Financial institution experience strongly preferred.
• Strong critical thinking, interpersonal, and communication skills with a high attention to detail.