Horizon Credit Union

Financial Planning and Analysis

• Develop and execute financial strategies that align with the credit union’s mission, vision, and strategic goals
• Develop credit union Strategic Plan in collaboration with Senior Management Team and Board of Directors
• Collaborate with the executive team to drive sustainable growth, profitability, and member value
• Provide financial insights and recommendations to the CEO and Board of Directors to inform decision-making
• Oversee budgeting, forecasting, and financial modeling processes to ensure accurate and timely financial reporting
• Monitor financial performance against strategic and operational goals, identifying opportunities and risks
• Lead the evaluation of new business opportunities, including mergers, acquisitions, and investments
• Ensure accurate and timely preparation of financial statements in compliance with GAAP and regulatory standards
• Direct the management of accounts, payroll, and internal financial controls
• Serve as the primary liaison with external auditors and regulatory agencies during examinations
• Oversee liquidity management, capital adequacy, and interest rate risk strategies
• Optimize investment portfolios and funding strategies to meet long-term goals
• Manage the credit union’s cash flow, ensuring alignment with operational needs and regulatory requirements
• Support compliance with all applicable laws, regulations, and internal policies
• Collaborate with risk management team to identify, assess, and mitigate financial and operational risks

Chief Financial Officer