This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.

Senior Vice President of Accounting and Finance

At Orange County’s Federal Credit Union, we believe banking should be simple, human, and meaningful. For more than 85 years, we’ve built trusted relationships that empower our members and strengthen our community—because we exist for people, not for profit.

With $2.5+ billion in assets, 140,000+ members, and a legacy of excellence, we’re proud to be voted the Orange County Register’s Best Credit Union for several consecutive years and honored with the Peter Barron Stark Award for Workplace Satisfaction, based on employee voices.

Now, we’re looking for a visionary, hands-on executive leader to help shape the future of our member experience.

Position Summary

Under limited supervision, the SVP of Accounting and Finance oversees all aspects of the Credit Union’s accounting operations, ensuring the accuracy, integrity, and timeliness of financial reporting. This role is responsible for developing and maintaining robust accounting systems, internal controls, and compliance processes in alignment with Generally Accepted Accounting Principles (GAAP) and applicable federal and state regulations.

The SVP oversees all aspects of the finance operations, including Board and business unit financial reporting, forecasting, secondary marketing, and asset/liability management. The role leads and mentors the accounting and finance team while supporting strategic initiatives that drive financial performance and operational excellence.

Essential Functions

Achieves the Credit Union’s strategic objectives through the establishment of an accounting and finance department vision, roadmap and strategic initiatives.
Leads an accounting ERP software conversion, ensuring successful implementation, training, development and utilization.

Leads and develops the accounting and finance team to ensure cross-functional coverage, professional growth, and consistent service delivery. Fosters a culture of accountability, collaboration, fun, and continuous improvement.

Ensures financial statements and accounting records are prepared in full compliance with GAAP, NCUA, and applicable regulatory requirements. Develops, monitors, and enforces a comprehensive system of internal controls to safeguard assets and ensure accuracy of financial information.
Provides oversight for the preparation and filing of quarterly NCUA Call Reports and other regulatory filings.
Provides oversight for regular Board and business unit financial reporting, forecasting, and key performance indicators.
Provides oversight of asset/liability management, including pricing, sensitivity analysis, risk appetite, and compliance reporting.
Maintains and optimizes the general ledger structure and chart of accounts to support effective financial analysis and reporting.
Maintains complete and well-documented audit trails for financial reporting, tax filings, and loan loss reserve calculations.
Serves as liaison with external auditors and examiners, facilitating annual audits and regulatory examinations.
Prepares detailed financial reports for executive leadership, Board of Directors, and internal stakeholders.
Monitors and manages organizational expenses in accordance with approved budgets and financial plans.
Maintains documentation and methodology for Allowance for Loan Loss (ALLL) reserve calculations in collaboration with risk management.

Identifies opportunities to automate and streamline accounting processes, enhancing efficiency, accuracy, and scalability.

Provides oversight and drives strategy related to the Credit Union’s mission-driven strategic initiatives (CDFI, grants, etc.)

Provides backup support for Financial reporting, business unit reporting, and ALM stress testing (NEV, Liquidity, etc.)

Serves on planning and policy-making committees.

QUALIFICATIONS Experience / Training / Education

College Degree (Master’s preferred) in Finance, Accounting, Business, or related field.
Eight to ten years of experience in a mid-to-senior level accounting position.
At least two years of supervisory experience.
CPA preferred.
Experience with Great Plains preferred.
Banking and credit union experience is highly desirable.
Extensive knowledge and experience in mergers, acquisitions, and purchase accounting.

Knowledge / Skills / Abilities

Ability to analyze financial data, prepare and present reports.
Strong working knowledge of GAAP.
Thorough understanding of state and federal regulations as they relate to credit union operations.
Knowledge of credit union rules, regulations, and policies.
Effective communication skills both verbally and in writing and excellent telephone manner. Has strong presentation skills.

Why Orange County’s Federal Credit Union

A voice that matters – your ideas help shape our future
Authentic, people-first culture grounded in trust and respect
Comprehensive benefits from day one, including medical, dental, and vision
401(k) with up to 6% employer match
Annual performance bonuses & merit increases
Educational grants up to $1,000 annually
Generous time off:
- 18 vacation days/year (21 after 5 years)
- 7 sick days/year
- Paid holidays

Compensation: Final offers are based on qualifications, experience, and internal equity. The anticipated range for this role is $190,170.00 - $253,560.00 annually.

Orange County’s Federal Credit Union is an Equal Opportunity Employer.

All offers of employment are contingent upon successful completion of pre-employment screenings, including background and credit checks.

Orange County's Credit Union

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SVP Accounting and Finance