Vice President Accounting and Financial Reporting

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential Functions and Responsibilities

• Directs the monthly and annual close processes, ensuring timely, complete, and GAAP-compliant reporting across the enterprise.
• Leads consolidation and reporting of CUSO operations, including intercompany reconciliations, eliminations, and investment accounting.
• Oversees the Credit Risk teams to ensure accurate CECL provisioning, model validation support, and scenario-based forecasting.
• Oversees insurance-related accounting, including premium accruals, reserve estimates, and cost allocations.
• Ensures accurate revenue and accounts receivable recognition across lines of business, with controls for unearned revenue and deferred income.
• Drives improvements in account reconciliation processes and accounts payable automation, ensuring streamlined operations and robust oversight.
• Champions AI and automation integration within accounting functions for reporting, reconciliations, and control monitoring.
• Produces high-quality internal and external financial statements and presentations for regulators, auditors, and the Board.
• Serves as a primary point of contact during external audits, regulatory exams, and internal audits, managing deliverables and responses.
• Manages and develops a high-performing accounting team, fostering a culture of collaboration, accountability, and continuous growth.
• Oversees the accounting configuration, data integrity, and workflow design in Workday Financials.
• Designs and maintains dashboards and analytical tools for financial and operational insights using tools such as SQL, Power BI, and/or Cognos Analytics.
• Participates in organization-wide strategic initiatives, business case evaluations, and feasibility analyses of new products or ventures.
• Leads budget planning and execution for the accounting department, ensuring alignment with organizational priorities.
• Evaluates internal procedures and identifies opportunities for operational and technological improvements.

Other Duties and Responsibilities

• Leads or contributes to enterprise-wide transformation initiatives and cross-departmental committees.
• Provides mentorship, conducts performance evaluations, and supports succession planning for accounting staff.
• Performs other projects and responsibilities as directed by the CFO.

Knowledge, Skills, and Abilities

• Must have in depth expertise in GAAP, regulatory reporting, and financial institution accounting, including CUSO and insurance entities.
• Must have a demonstrated understanding of CECL standards and integration of credit risk and accounting data for allowance estimation.
• Must be proficient in financial modeling, budgeting, forecasting, and business intelligence tools (Excel, SQL, Power BI, Crystal Reports).
• Must have the ability to lead through change, influence across departments, and manage large-scale operational initiatives.
• Must have a track record of adopting emerging technologies, including AI, RPA (robotic process automation), and intelligent reconciliation tools.
• Must have exceptional communication and leadership skills with ability to engage at all levels of the organization.
• Must have strong ethics, sound judgment, and demonstrated ability to uphold confidentiality and professional standards.

Education and Experience

• Bachelor's degree in Accounting or Finance required; Master's degree or MBA preferred.
• Active CPA license required.
• Minimum 10 years of progressive accounting experience, with at least 5 years in senior leadership within a financial institution.

• Must have proven experience with Workday Financials, including configuration, workflow management, and analytics.

• Must have experience with $5B+ credit union or bank, with direct involvement in CECL, CUSO accounting, and AI-enabled process design.

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account