Valley Strong Credit Union · 9 hours ago
VP of Finance and Capital Markets
Bakersfield, CA
Full-time
Onsite
Mid, Senior Level
$246K/yr - $388K/yr
7+ years expValley Strong Credit Union is a values-driven organization focused on helping people and communities prosper. The VP of Finance and Capital Markets will shape the financial strategy and capital allocation, oversee financial planning and risk management, and lead a team of finance professionals to ensure sustainable growth and profitability.
BankingFinancial ServicesNon Profit
Responsibilities
Lead all strategy and execution with respect to Valley Strong’s investment portfolio and secondary market activity
Establish Valley Strong’s capital markets strategy to accommodate future growth through acquisition and market and business line expansion
In conjunction with ALM First (Valley Strong’s RIA), execute all trades and ensure portfolio mix remains in line with Valley Strong’s investment strategy
With respect to all secondary market activity, recommend loan pools for sale or for purchase, inclusive of pricing always taking into account Valley Strong’s income statement and balance sheet, along with the relationship with the credit union participation partner, and/or broker
Manage all credit union participation partnerships and broker relationships to ensure Valley Strong continues to be held in high regard in secondary market activities
Provide reports on a regular basis, and as directed or requested, keep the CFO, Executive Team, and Board of Directors informed on all departmental activity
Partner with Legal, Risk, and Credit teams to ensure cross-collaboration to drive capital market strategies successfully
Maintain a thorough understanding of Federal and State laws and regulations related to Credit Union investments
Develop and maintain productive relationship enterprise wide through a combination of one-on-one interaction and collaborative team-oriented activities
Establish an effective leadership presence within the executive leadership team as a strategic business partner capable of significant impact through leadership practices and insight
Be prepared to manage at least five, and likely more, loan sales, participations or acquisitions. Execute these transactions with the same levels of current profitability
Build deep relationships with credit union participation partners and brokers thus maintaining Valley Strong’s reputation as best-in-class as a secondary market participant
Communicate directly with the SVP / CFO all pertinent matters including financial reporting, and financial initiatives. Exercise professional judgment in communicating with the President / CEO, the Board of Directors, Supervisory Committee and Senior Management Team regarding all pertinent matters including financial reporting, and financial initiatives as expected
Monitor cost control activities. Approve and implement cost control strategies on an as needed basis
Responsible for financial reporting, financial analyses, cash management, and forecasting reports on monthly, quarterly, and annual basis to senior management and the Board of Directors
Prepare and review credit union finance projections and manage credit union investment accounting activities
Responsible for preparation of budgets and periodic analysis of budget variance
Responsible for preparation and maintenance of credit union profitability programs
Participate in determining deposit and loan rates
All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions
Performs other duties as assigned
Qualification
Required
Undergraduate degree (concentrations in finance and/or accounting is a plus)
CPA (or international equivalent), CFA, or MBA highly preferred
Minimum of seven (7) years' experience in financial analysis and transaction/financing execution (i.e. M&A, Private Equity, Investment Banking, Commercial Banking or Corporate Development)
Proven track record of growing capital or managing large amounts of investment capital
Extensive skill in planning and project management, and in maintaining composure under pressure while meeting multiple deadlines
Considerable skill in effective verbal and written communications, including active listening skills and skills in presenting findings and recommendations
Ability to establish and maintain collegial and respectful working relationships with customers, co-workers, staff, and external contacts, and work effectively
Strong qualitative and quantitative analytical skills
Organizational and positional influence across teams
Developing and implementing innovative solutions, strategies and initiatives; and Senior level/Board level presentations
Possess collaborative decision-making abilities to forge successful partnerships across organizational boundaries, at both senior and operational levels
Strong process and analytical skills, excellent interpersonal and communication skills, and possess the ability to work collaboratively with a variety of stakeholders at all levels
Well-organized and self-directed individual with high ethical standards
Must possess the ability to maintain a high level of confidentiality
Ability to read and comprehend instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute dividends and interest
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written or oral form
Must be able to process transactions in an efficient manner
Must be able to communicate policies and procedures to Members in an easily understood and professional manner
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures
Company
Valley Strong Credit Union
Valley Strong Credit Union is a non-profit organization that offers financial, mortgage, loans, personal and business banking solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Nicholas Ambrosini
Chief Executive Officer
Recent News
2026-01-14
The Business Journal
2025-08-27
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2025-08-20
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