VP of Accounting and Finance

Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy. Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint. We envision a world where everyone can participate in the clean energy movement.

Primary Purpose of Position:

The VP of Accounting and Finance serves as the key financial officer supporting the Chief Executive Officer via a broad range of accounting and finance duties. Key activities include developing internal, external, and regulatory reporting, budgeting, taxes, accounting, asset and liability management, financial control activities, and interfacing with external auditors and NCUA examiners. The VP of Accounting and Finance directs and controls the credit union’s overall financial plans and policies, and accounting practices.  Counsels management on fiscal control and profitability. Responsible for the fair measurement and presentation of the credit union’s financial results and condition under U.S. GAAP, and for the safeguarding and optimum use of the credit union’s assets.  The VP directs the accounting and finance functions providing leadership, training and supervision while ensuring compliance with credit union policies and procedures.

Essentail Functions:

  • Oversees all daily, weekly, quarterly, and annual accounting activities.
  • Oversees daily cash management, including identifying and placing appropriate investments under the direction of the SVP of Business Development & Strategy.
  • Communicates with the Board of Directors, the Supervisory Committee, and management regarding strategic recommendations, financial results, and policies which affect the credit union. Ensures that these communications are timely, accurate and adequately informed about matters. Presents financials at monthly Board meetings.
  • Collaborates with management on projects, programs, and events to create budgets, then regularly monitors results to ensure we are staying within budgeted guidelines.
  • Ensures accurate preparation and timely submission of regulatory reports including Call Reports (Form 5300).
  • Serves as the credit union’s liaison with NCUA examiners and independent auditors to ensure they receive the necessary information to perform their reviews.
  • Manages direct reports to maximize productivity, efficiency, and potential, including hiring, directing job assignments, monitoring performance, coaching, training, assuring compliance with regulatory requirements and organizational mission, values, policies, and work rules. Promotes a culture of teamwork.
  • Appraises performance and provides recommendations for staff compensation, promotion, and termination, as appropriate.
  • Prepares relevant reports for the Asset Liability Committee (ALCO) and serves as an active voting member to the committee.
  • Identifies and implements process improvements to enhance and streamline internal
  • Oversees accounts payable and vendor management, including required periodic vendor due diligence and contract renewal negotiations.
  • Oversees electronic payments to ensure efficient, timely processing and full compliance with all FRB and NACHA rules.
  • Oversees the annual budget
  • Coordinates periodic Asset Liability Management testing and builds and maintains related financial
  • Acts as the internal administrator for all Loan Loss Reserve programs to ensure compliance with sponsor reporting requirements.
  • Participates in establishing the strategic direction of the credit union by developing plans with the management team.
  • Must comply with all credit union policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Responsible for researching compliance with new and existing technical accounting issues.
  • Supports credit union staff as

Position Titles that Report to this Position:

  • Staff Accountant
  • Back Office Assistant
  • Bookkeeper

Desired Job Competencies:

  • Attention to Detail – Ensuring that information collected, provided, and/or evaluated is consistent with all related information available; holding to regulatory standards, recognizing that they exist to protect and honor members’ financial well-being.
  • Detailed knowledge of the credit union’s products, services, policies, and procedures.
  • Self-motivated and Resourceful with an ability to juggle multiple priorities, handle assignments independently, detail-oriented, and work under tight deadlines.
  • Leadership – Identifying opportunities for long-term credit union success and inspiring others to pursue excellence. Balancing the needs of one’s department with those of the greater credit union.
  • Driving for Results – Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement.
  • Data Analysis – Gathering, manipulating, processing, and evaluating numeric data to guide credit union decisions.
  • Earning Trust– Gaining others’ confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
  • Service Excellence – Taking actions and developing relationships necessary to meet and exceed member needs (includes relationships with members, coworkers, and external partners); holding self and others accountable for providing a positive member experience; using appropriate interpersonal skills to resolve difficult member situations and regain their confidence.
  • Communication – Possessing and utilizing compelling written and verbal communication skills. Listening and adapting to received instructions, concerns, and spoken/written needs.
  • Process Development – Creating and improving procedures to increase workflow, efficiency, and outcomes.
  • Driving Innovation – Creating an environment (culture) that inspires people to generate novel solutions with measurable value for existing and potential customers (internal or external); encouraging experimentation with new ways to solve work problems and seize opportunities that result in unique and differentiated solutions.

Desired Education and Work Experience:

  • Four-year college degree in business with specialization in accounting or finance.
  • Minimum five years’ experience in budget forecasting and regulatory reporting, while adhering to generally accepted accounting principles and all State and Federal regulations.
  • Minimum two years’ experience in a leadership role in a financial institution.
  • Certified Public Accountant, CPA preferred but not required
  • Advanced knowledge of Microsoft Office applications (Word, Excel, PowerPoint).
  • Excellent Math and Analytical skills.
  • Excellent communication skills.

Working Environment/Physical Activities:

This job operates in a professional office environment and may be eligible for remote work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

  • This is a hybrid work position, applicants must be located in Colorado
  • Sedentary computer work.
  • Position is subject to irregular hours.
  • May require occasional travel to attend off-site meetings or conferences.
  • Must be able to lift 35 lbs.
  • Must be able to read, write and speak the English language.
  • Annual Salary: $85,000 – $110,000


Note: This description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the position.

Clean Energy CU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Clean Energy CU makes hiring decisions based solely on qualifications, merit, and business needs at the time.