Vice President, Treasury

Our client is a purpose-driven financial institution serving more than 155,000 members across Oregon. With approximately $2.73 billion in assets, 16 branches, and nearly 445 employees, the organization is amid a transformative period of growth and modernization.

Over the last several years, the credit union has accelerated investments in digital capabilities, expanded its geographic footprint, and strengthened its position as a trusted financial partner to the communities it serves. The organization is currently executing on a long-term growth strategy focused on scaling responsibly, deepening member relationships, and modernizing infrastructure and operations to support continued expansion.

Mission of Role

Reporting to the CFO, the Vice President of Finance (Treasury) will lead the organization’s treasury and balance sheet management activities, including asset/liability management (ALM), investment portfolio management, liquidity strategy, interest rate risk (IRR), budgeting, forecasting, and related financial analysis.

This executive will partner closely with the CFO and Executive Leadership Team to support enterprise financial strategy, optimize balance sheet performance, and help modernize treasury and financial infrastructure as they continue to grow.

Accountabilities

Treasury & Balance Sheet Management

• Lead treasury, funding strategy, and balance sheet management activities
• Oversee the investment portfolio, funding strategies, and broker-dealer relationships
• Execute balance sheet strategies including loan sales, brokered deposits, and liquidity actions
• Monitor economic and interest rate trends and assess impacts on financial performance
• Develop strategies to optimize liquidity, earnings, and overall balance sheet performance

Asset Liability Management (ALM) & Interest Rate Risk

• Lead ALM forecasting, IRR analysis, stress testing, and scenario modeling
• Oversee deposit decay assumptions, loan prepayment analysis, and liquidity forecasting
• Serve as a key contributor to the Asset Liability Committee (ALCO)
• Provide strategic recommendations related to balance sheet risk and performance

Financial Planning & Analytics

• Lead the annual budgeting process and quarterly forecasting activities
• Oversee enterprise financial modeling, variance analysis, and executive reporting
• Support profitability and pricing analysis across products and business lines
• Partner with department leaders to support data-driven decision-making

Leadership & Strategic Partnership

• Lead, coach, and develop the Finance and Treasury teams
• Partner cross-functionally with lending, accounting, operations, and executive leadership
• Present financial analysis and strategic recommendations to executive leadership, ALCO, and Board stakeholders
• Support regulatory examinations, audits, and compliance activities

Strategic Transformation

• Help modernize treasury, ALM, forecasting, and reporting infrastructure
• Evaluate and improve financial systems, modeling tools, and vendor relationships
• Support the organization’s broader digital transformation and growth initiative

Experience Needed

• 8–10+ years of progressive finance or treasury leadership experience within a credit union, community bank, or other regulated financial institution
• Deep expertise in ALM, IRR, liquidity management, fixed-income investments, budgeting, forecasting, and financial analysis
• Experience leading ALCO reporting, executive presentations, and balance sheet strategy
• Working knowledge of CECL, financial modeling, and treasury analytics
• Strong analytical, modeling, and Excel skills; experience with ALM and budgeting platforms (Axiom preferred)
• MBA, CFA, CPA, or other advanced financial credential preferred
• Preferred: Credit union industry experience; Experience with ALM modernization, fixed-income transaction execution, loan sales, brokered deposits, hedging strategies, profitability analytics, and funds transfer pricing (FTP); Familiarity with regulatory exam environments

Competitive Pay and Benefits

• Comprehensive health and wellness benefits, including medical, dental, vision, generous HSA contributions, wellness programs, and Employee Assistance Program (EAP) 
• Strong financial and retirement benefits, including a competitive 401(k) match, potential discretionary retirement contributions, annual bonus opportunities, and banking perks
• Collaborative, mission-driven culture offering generous paid time off, paid parental leave, employee events, and a strong commitment to community and employee engagement