Community Financial Credit Union

Financial Planning and Analysis

• Oversee the accurate and timely preparation of financial statements, reports, and analyses in compliance with regulatory requirements and GAAP standards
• Collaborate with the CFO and executive team to develop long-term financial strategies aligned with company goals
• Lead the accounting & finance team in managing day-to-day functions including accounts payable, accounts receivable, general ledger, forecasting, analysis, and reporting
• Manage cash flow, liquidity, and working capital to support operations and strategic investments
• Provide leadership, guidance, and mentorship to the accounting and finance team, fostering a culture of collaboration and innovation
• Implement accounting & financial policies and procedures adhering to regulatory and GAAP standards
• Serve on the Asset Liability Management Committee, managing interest rate risk functions and continual development of ALM processes
• Develop and maintain organizational, departmental, and product profitability models
• Participate in projects and duties as needed, with a primary focus on stabilization, risk reduction, and process maturity
• Stay updated on innovative concepts within the credit union movement and financial services industry

VP, Accounting & Finance

Consultant

• Support Relationship-Based Member Needs
• Guide members through new account openings, lending requests, complex account maintenance, and specialized account needs.
• Ensure conversations are thoughtful, accurate, and grounded in understanding.
• Build Trust Through Meaningful Financial Conversations
• Listen actively to understand member goals, concerns, and context.
• Ask thoughtful questions that uncover underlying needs and help members make confident, informed decisions.
• Ensure Continuity and Completion
• Own member requests through to clear resolution, including follow-up when needed.
• Provide clear next steps so members understand what to expect and feel supported throughout their journey.
• Apply Knowledge with Confidence and Care
• Use product, lending, and account knowledge accurately and consistently.
• Navigate complex scenarios thoughtfully, seeking guidance when needed to ensure members receive the right support.
• Support Responsible Growth and Relationship Depth
• Identify opportunities to strengthen the member relationship.
• Partner Across the Care Center
• Collaborate with inbound care, outreach, digital, lending, and branch teams to ensure smooth handoffs and a cohesive member experience.
• Reflect Culture and Purpose in Daily Work
• Demonstrate the credit union’s values in how conversations are handled and members are supported.

Care Consultant

• Handle Complex and High-Impact Member Needs
• Support members through advanced lending scenarios, specialized accounts, and complex relationship needs
• Serve as a point of escalation to ensure clarity, confidence, and continuity
• Model Best-in-Class Relationship Care
• Demonstrate strong listening, thoughtful discovery, and clear guidance in every interaction
• Provide Peer Support and Mentorship
• Act as a trusted peer resource for care center consultants
• Reinforce Knowledge Application and Readiness
• Support teammates in navigating information effectively and applying knowledge with confidence during member conversations
• Support Completion and Relationship Depth
• Guide conversations toward clear outcomes that strengthen the full member relationship
• Collaborate with Leaders and Partners
• Partner with the people leader, experience performance specialist, and learning resources
• Strengthen Culture and Team Confidence
• Contribute to a supportive, learning-focused environment by recognizing progress
• Perform other duties as directed by leadership.

Lead Care Consultant

• Walk alongside members in both light and dark moments.
• Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger.
• Guide members toward meaningful solutions with a digitally-first mindset.
• Take time to understand members’ everyday finances and impossible dreams, recommending products and services that help them move forward with confidence.
• Deliver operational excellence with care.
• Handle transactions — including cash — with accuracy, integrity, and consistency, protecting members’ trust while upholding compliance standards and dual control practices.
• Take ownership of member challenges.
• Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection.
• Be a confident and trusted resource.
• Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small.
• Contribute to branch and organizational success.
• Celebrate team wins with a huzzah, promote solutions that make members’ lives better, and elevate referrals that create lasting impact.
• Collaborate to strengthen community connection.
• Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization’s commitment to creating joy and igniting Michiganders’ impossible dreams.
• Commit to continuous learning and growth.
• Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization.
• Support organizational flexibility.
• Step in where needed — including at other branches — to ensure members always experience care and connection through the final mile.

Financial Consultant

Manager

• Lead, Coach, and Inspire
• Mentor and develop team members at all levels, fostering accountability, growth, and confidence
• Cultivate a Culture of Excellence
• Set clear standards of performance, ensuring both operational excellence and meaningful impact in every branch interaction demonstrating that the final mile counts
• Drive Community Connection
• Collaborate with internal teams to ensure the branch plays an active role in community events, partnerships, and initiatives that build financial confidence and empowerment
• Ensure Trust and Compliance
• Uphold the highest standards of security, compliance, and financial stewardship
• Take ownership of ensuring the branch consistently follows all credit union policies, procedures, and regulatory requirements
• Empower Branch Success
• Guide the team in meeting and exceeding business, financial, and experience goals
• Champion Employee Experience
• Lead with empathy and vision to foster an inclusive, motivating, and supportive workplace where team members thrive, feel valued, and remain aligned with our shared purpose of being a trusted partner for life

Branch Manager

Accountant

• Review and assist in reconciling general ledger accounts daily, weekly, and at month-end.
• Assist in the monthly closing process to ensure accuracy and completeness.
• Prepare accurate and comprehensive periodic financial statements and reports to provide clear insights into the financial status of the organization.
• Support the accounting team in the day-to-day functions including accounts payable, accounts receivable, general ledger, and financial statement reporting.
• Ability to understand and accurately post prepaid and accrued transactions to ensure proper timing and presentation in financial statements.
• Manage daily cash requirements and line of credit requirements for the credit union’s corporate bank accounts.
• Resolve financial discrepancies by collecting and analyzing financial information.
• Assist with the budget process to ensure financial goals align with organizational objectives.
• Assist with internal audit, external audit, and examination requests to facilitate compliance and transparency.
• Provide leadership, guidance, and mentorship to the junior accounting team members, fostering a culture of collaboration and innovation.
• Evaluate accounting systems, controls and processes for optimization and improvement.
• Participate in projects and duties as needed, serving as a backup to other positions within the accounting department when required.
• Stay updated on innovative concepts within the credit union movement and financial services industry.
• Perform other duties as directed by leadership

VP, Accounting & Finance

Care Consultant

Lead Care Consultant

Consultant

Financial Consultant

Branch Manager

Consultant

Senior Accountant