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Director, Finance Transformation in McLean, VA at Pentagon Federal Credit Union

Date Posted: 11/30/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    McLean, VA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/30/2018

Job Description

Director, Finance Transformation

Summary

PenFed is hiring a Director, Finance Transformation at our headquarters in McLean, Virginia. The primary purpose of this job is to oversee the Finance Transformation analysis efforts to ensure business areas are processing activities in an optimal manner, identify opportunities for simplification, eliminate duplication of efforts, and assess appropriate balance of risk and control. This role will establish operational objectives and work plans as well as apply knowledge of many disciplines including Business Process Analysis, Performance Benchmarking, Change Management, Risk Management/Control and Rationalization Techniques.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned

  • Direct the execution of the Finance Transformation program roadmap consisting of cross-functional activities and projects, and drive execution milestone deliverables with adherence to budget and business measures.
  • Lead the execution of projects to optimize all elements of the finance organization including but not limited to: Business Process Modernization, Shared Services Implementation, Business Case Development, Finance Automation, Internal Control Development, Finance Technology Selection, Implementation and Deployment.
  • Proactively engage and collaborate with functional leaders, process owners, system users, and business leadership across the company to ensure that assessment, requirements-gathering, design, and implementation activities are developed, implemented, and validated with stakeholder input.
  • Maintain project plans, manage and track action items, issues, and risks including follow up on items with appropriate parties to ensure their resolution and/or escalate issues in a timely fashion
  • Provide expert knowledge to change consultants, and support the change management elements of the finance transformation to ensure that the changes are sustainable throughout the organization.
  • Identify opportunities to apply process automation as well as advanced technology and data management technologies.
  • Develop Finance/Accounting metrics associated with core projects to support management, financial and regulatory reporting.
  • Develop documentation, procedures, and applicable training materials for new departmental processes.
  • Prepare presentations and memos for stakeholders, senior management.
  • Provide guidance to ensure that improvements to policies, processes, and systems conform to GAAP, internal controls, and/or any other applicable regulatory requirements.
  • This role is responsible for ensuring business continuity.

Education and Experience

Equivalent combination of education and experience is considered.

  • Bachelor’s Degree in Business Administration, Accounting or Finance required.
  • Minimum of ten (10) years of relevant professional experience in financial services, banking or credit unions.
  • Demonstrated analytical and problem solving skills and the ability to understand the business processes and data.
  • Ability to discuss relevant accounting issues/concepts effectively with other professionals and non-technical users.
  • Knowledge of project management methodology, processes, tools, scope management, financial tracking, scheduling and resource management.  Ability to manage multiple projects simultaneously and implement changes in project direction.
  • Experience in the development of deliverables and reports and ability to condense highly technical subject matter into clear and effective communications to senior management.
  • Excellent interpersonal, oral and written communication and organizational skills required with ability to work with all management levels.
  • Experience with PeopleSoft, Oracle, Hyperion, Tableau.
  • Advanced experience in Microsoft Office Excel and PowerPoint.

Supervisory Responsibility

This position will directly supervise employees.

Licenses and Certifications

CPA preferred

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Ability to travel to various worksites and be on-call is required.

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 1.6 million members and over $23 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, Okinawa, and Portugal. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.

Our mission isn’t simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, and to encourage. We exist to usher their dreams into the land of reality.

We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 571-289-4710.