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Vice President, Treasury
Talence Group | Executive & Leadership SearchVice President of Treasury leading financial strategy and operations for a purpose-driven credit union in Oregon. Overseeing treasury management, budgeting, and financial analysis in a growth-focused role.
About the role
Key responsibilities & impact- Lead treasury, liquidity, and balance sheet management activities
- Oversee the investment portfolio, funding strategies, and broker-dealer relationships
- Execute balance sheet strategies including loan sales, brokered deposits, and liquidity actions
- Monitor economic and interest rate trends and assess impacts on financial performance
- Develop strategies to optimize liquidity, earnings, and overall balance sheet performance
- Lead ALM forecasting, IRR analysis, stress testing, and scenario modeling
- Oversee deposit decay assumptions, loan prepayment analysis, and liquidity forecasting
- Serve as a key contributor to the Asset Liability Committee (ALCO)
- Provide strategic recommendations related to balance sheet risk and performance
- Lead the annual budgeting process and quarterly forecasting activities
- Oversee enterprise financial modeling, variance analysis, and executive reporting
- Support profitability and pricing analysis across products and business lines
- Partner with department leaders to support data-driven decision-making
- Lead, coach, and develop the Finance and Treasury teams
- Partner cross-functionally with lending, accounting, operations, and executive leadership
- Present financial analysis and strategic recommendations to executive leadership, ALCO, and Board stakeholders
- Support regulatory examinations, audits, and compliance activities
- Help modernize treasury, ALM, forecasting, and reporting infrastructure
- Evaluate and improve financial systems, modeling tools, and vendor relationships
- Support the organization’s broader digital transformation and growth initiative
Requirements
What you’ll need- **Experience Needed**
- - 8–10+ years of progressive finance or treasury leadership experience within a credit union, community bank, or other regulated financial institution
- - Deep expertise in ALM, IRR, liquidity management, fixed-income investments, budgeting, forecasting, and financial analysis
- - Experience leading ALCO reporting, executive presentations, and balance sheet strategy
- - Working knowledge of CECL, financial modeling, and treasury analytics
- - Strong analytical, modeling, and Excel skills; experience with ALM and budgeting platforms (Axiom preferred)
- - MBA, CFA, CPA, or other advanced financial credential preferred
- - Preferred: Credit union industry experience; Experience with ALM modernization, fixed-income transaction execution, loan sales, brokered deposits, hedging strategies, profitability analytics, and funds transfer pricing (FTP)
Benefits
Comp & perks- Competitive Pay and Benefits
- - Comprehensive health and wellness benefits, including medical, dental, vision, generous HSA contributions, wellness programs, and Employee Assistance Program (EAP)
- - Strong financial and retirement benefits, including a competitive 401(k) match, potential discretionary retirement contributions, annual bonus opportunities, and banking perks
- - Collaborative, mission-driven culture offering generous paid time off, paid parental leave, employee events, and a strong commitment to community and employee engagement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ALMIRRliquidity managementfinancial modelingbudgetingforecastingfinancial analysisExcelprofitability analyticsfunds transfer pricing
Soft Skills
leadershipanalytical skillscoachingstrategic recommendationsdata-driven decision-makingcross-functional collaborationexecutive communicationteam developmentpresentation skillsvariance analysis
Certifications
MBACFACPA