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Chief Financial Officer

Company: Amazon Workforce Staffing
Location: Cambridge
Posted on: September 17, 2020

Job Description:

Company: Harvard University

Location: Cambridge

Posted on: September 12, 2020

Job Description:

Harvard University Employees Credit Union

52375BR

Job Summary

The Harvard University Employees Credit Union (HUECU) is one ofthe fastest growing Credit Unions in the country and a leader inour industry. As a not for profit cooperative, we put our members’best interests first in all that we do. We are passionate aboutservice and fanatical about solving problems. Integrity andtransparency are the foundation of HUECU’s philosophy. Our missionis to enhance our members’ lives by developing and offeringtrustworthy products that are easy to understand, easy to use andbest suited to meet their financial needs.

HUECU has a dynamic small-business atmosphere where every memberof the team has a significant impact on our success. Ourheadquarters and flagship branch are located in the heart ofHarvard Square. This is an executive role reporting to the CEO. Asa member of the six-person Senior Leadership team you will lead thebusiness, as the key adviser on all financial matters, andparticipate in creating the strategic direction for the businessacross all portfolios.

The Senior Vice President & Chief Financial Officer of a nearly$900 million credit union serving over 50,000 members from HarvardUniversity and affiliated organizations has primary oversightresponsibility for accounting/finance, audit and compliance.Ensures the safeguarding of assets through the development,implementation and monitoring of proper internal controls, riskmanagement and asset/liability management. Develops and monitorsbusiness planning, investment strategy, insurance programs andintegrated financial and technological systems and reporting.Provides strategic direction and support across all functionalareas. Reports directly to the President & CEO and a contributingmember of the senior executive team and various committees. Keycontributor for developing and monitoring service excellence andemployee engagement strategies geared toward creating a clearcompetitive advantage.

Job-Specific Responsibilities

Principal Job Functions:

• Manages and develops the accounting/finance, audit, andcompliance functions for the Credit Union.

• Directs all financial, tax and regulatory reporting;including, monthly and annual financial statements, regularmanagement reports, tax returns, asset / liability managementreports, call reports and other regulatory reports.

• In conjunction with the Board and CEO, prepares theannual business plan, three-year strategic plan and asset /liability management strategy. Develops and presents financialforecasts and budget analysis.

• Establishes and enhances corporate information systemsand reporting, especially as they relate to profitability, riskmanagement, productivity measurements and decision-makingprocesses.

• Ensures the safeguarding of assets by establishingappropriate legal and regulatory documentation, internal controlsand procedures. Manages companywide insurance programs andpolicies.

• Acts as the management liaison with the audit committee,asset/liability committee, compliance committee, regulators, andthird-party auditors.

• Performs hiring, training, performance evaluations,motivation and career development for direct reports.

• Contributes to the product development process. Works inconjunction with a management team to achieve companywide businessplan objectives.

• Attends sub-committee meetings and as a member of thePresident’s staff, assists in overall management of the CreditUnion.

• Develops and maintains a strong knowledge of the culture,environment, and key contact individuals at Harvard University andat the Harvard affiliates to which we provide services.

• Key collaborator in helping other senior leaders todeliver above market growth, differentiate the member experienceand build tighter member relationships.

Basic Qualifications

Basic Qualifications are the minimum threshold a candidate mustmeet in order to be considered for this role

• 10+ years related experience with progressiveresponsibility.

• Diverse business experience; 1+ years’ experience workingoutside of finance departments – i.e. operations., IT, lending,higher education or other portfolios at a financial institution orother highly regulated industry.

Additional Qualifications

The following qualifications are strongly preferred:

• Advanced planning, management, financial andcommunication skills.

• Thorough understanding of accounting, compliance,taxation, lending, investment and state and federal statutes, asthey related to a banking institution.

• Highly motivated and able to work both, with a highdegree of autonomy and as a management team member. Excellentleadership, planning, and interpersonal skills.

• Comfortable leading in a diverse and multiculturalenvironment.

Working Conditions

Work is performed in an office setting.

Additional Information

Please provide a cover letter with your application and uploadas one document

• Please note: Harvard University requires a pre-employmentreference and background screening, which includes OFAC (Office ofForeign Assets Control).

• Harvard University is unable to provide workauthorization and/or visa sponsorship.

• This position has a 90-day orientation and reviewperiod.

Harvard University Employees Credit Union:https://www.huecu.org/

Accessibility:

Harvard University welcomes individuals with disabilities toapply for positions and participate in its programs and activities.If you would like to request accommodations or have questions aboutthe physical access provided, please contact our UniversityDisability Resources Department.

Diversity, Inclusion & Belonging:

The dynamism that comes with working at Harvard is largely theresult of our diversity. Here, staff, faculty, administrators andstudents representing a wide range of ages, races, interests andbackgrounds come together in pursuit of common goals. Together, westrive to provide an environment that values diversity and promotesan inclusive culture.

Total Rewards:

Harvard’s Total Rewards Program is designed to attract, retain,and reward the performance of talented employees. Comprehensivebenefits, generous paid time-off, access to education andprofessional development, and a vibrant campus with abundantcultural and recreational opportunities create a competitive andcompelling total rewards package. As a Harvard staff member, youenjoy many perks that come with working for one of the topemployers in Massachusetts.

Time Off: 3 - 4 weeks accrued paid vacation, paid holidaybreak, 12 accrued paid sick days, 11.5 paid holidays, and 3paid personal days per year.

Medical/Dental/Vision : We offer a variety of excellent medicalplans, dental & vision plans, all coverage begins as of your startdate.

Retirement: University-funded retirement plan with full vestingafter 3 years of service.

Tuition Assistance Program: Competitive tuition assistanceprogram, $40 per class at the Harvard Extension School anddiscounted options through participating Harvard grad schools.

Transportation : Harvard offers a 50% discounted MBTA pass aswell as additional options to assist employees in their dailycommute.

Wellness options: Harvard offers programs and classes at littleor no cost, including stress management, massages, nutrition,meditation and complimentary health services.

Harvard access to athletic facilities, libraries, campus eventsand many discounts throughout metro Boston.

Job Function

General Administration

Location

USA - MA - Cambridge

Job Code

361060 Administrative Manager

Sub-Unit

------------

Department

Harvard University Employees Credit Union

Credit, Criminal, Education, Identity, Prohibited Parties

Schedule

Default schedule: M - F 35.00hrs per week but additional hourswill be required based upon the business needs of the creditunion.

EEO Statement

We are an equal opportunity employer and all qualifiedapplicants will receive consideration for employment without regardto race, color, religion, sex, national origin, disability status,protected veteran status, gender identity, sexual orientation,pregnancy and pregnancy-related conditions, or any othercharacteristic protected by law.

Keywords: Harvard University, Cambridge , Senior Vice President, Chief Financial Officer, Other , Cambridge, Massachusetts

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