• Finance Director

    Job Locations US-IA-Des Moines
    Req No.
  • The Opportunity

    CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks.  As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.


    We are seeking a talented Finance Director to lead the forecasting, reporting, and analysis of CO-OP’s debit product.      

    What You Can Look Forward to

    • Manage the Financial Analysts which includes coaching, recognition, discipline and performance reviews.
    • Design and implement a 5 year product forecasting model for all clients across multiple platforms.
    • Create and maintain analytical models that efficiently provide insight for timely and effective decision making.
    • Develop a monthly product reporting package that highlights product performance relative to various forecast scenarios.
    • Complete variance analysis and implement model changes where necessary.
    • Engage with the Product team to define metrics and reporting needs.
    • Work closely with other members of the Finance team to ensure forecasting and reporting deadlines are met.
    • Collaborate with peers on consistent use of model inputs and methodologies to ensure comparable forecasting and reporting across all product lines.
    • Create and maintain a high performing relationship of collaboration with other functional groups consistent with the values of the organizations.
    • Become a data source expert to streamline analytics and identify the “source of truth” for analysis.
    • Lead and develop high performing team members.
    • Strive for continuous improvement in our data analytic capabilities.
    • Document all model processes.

    What You’ll Need to Succeed

    • Four year degree in business, finance, accounting, economics or related field.
    • 10-15 years related financial analysis and complex modeling/data analysis work required.
    • 4 years of supervisory experience.
    • Experience in forecasting and reporting.
    • Experience leading a high-performing team in a fast-paced, demanding business environment.
    • Demonstrated past career progression and desire for future career growth.
    • Excellent written and verbal communication as well as presentation skills.
    • Strong problem solving and critical thinking skills.
    • Work is self-directed and not prescribed. To perform this job successfully, an individual must be able to work independently (e.g., with less structure) and relies on experience and judgment to plan and accomplish goals.
    • Ability to convey information to all levels of the organization in a clear, focused, and concise manner.
    • Ability to clearly and effectively understand and teach complex concepts to a variety of audiences.
    • Ability to prioritize multiple projects and responsibilities.
    • Ability to work both as a leader and as a contributor to cross-functional teams in a fast-paced, demanding business environment.
    • Self-starter with strong work ethic, enthusiasm and ability to energize others.
    • Ability to implement new ideas and influence others to produce better decisions.
    • Strategic thinker, with ability to understand, create, and implement long-term plans.
    • Ability to manage both downwards and upwards to leverage team skills and resources to accomplish goals.
    • Experience in product forecasting, reporting, and analytics.
    • Microsoft Excel “power user” with strong skills in other Microsoft Office products.
    • Experience leveraging BI solutions to fulfill reporting and analytic needs.

    Why Join CO-OP?

    Get ready to be part of the exciting, ever-evolving and growing credit union movement!  As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.   


    With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation.  CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.


    CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

    The Perks

    • Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
    • Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
    • 401K with generous company match.
    • Tuition reimbursement.


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