Treasury & Financial Strategy Leader

#### **About Columbia Credit Union** Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: - Best of Clark County Award / The Columbian - 2008-2025 - Best in Business Award / Vancouver Business Journal - 2013-2024 - Corporate Philanthropy Award / Portland Business Journal - 2017-2025 #### **Columbia CU Guiding Principles** **Vision**: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. **Mission**: Bringing people together to make life better for themselves and their communities. **Value Proposition:** Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. **Leadership Philosophy:** Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. #### **Core Values** **People** - We have a passion for helping each other and our members. **Community** - We have a passion for contributing to the success and growth of the communities we serve. **Financial Wellness** - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. ##### **Benefits** - 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date - Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays - 401k Match- 100% match up to 6% employee contribution - A hybrid home office option can be considered ***in Vancouver, Washington or Portland, Oregon after all** **on-site training has been completed and all work from home requirements are met.*** - Tuition Assistance - And More! #### **About The Role** The Treasury & ALM & Balance Sheet Strategy Manager is a key finance leader responsible for overseeing the credit union’s treasury function while providing enterprise-wide financial analysis and strategic insight. This role leads balance sheet strategy, liquidity management, and asset-liability oversight, while delivering advanced modeling and analytics to support executive decision-making. As a people leader and strategic advisor, this role partners closely with the CFO and executive team to evaluate business decisions, optimize financial performance, and guide the organization through changing economic and market conditions in a $2.5B–$3B credit union environment. **JOB COMPETENCIES** - **Instills Trust:** Gaining the confidence and trust of others through honesty, integrity, and authenticity. - **Builds Effective Teams:** Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals. - **Business Insight:** Applying knowledge of business and the marketplace to advance the organization's goals. - **Collaborates:** Building partnerships and working collaboratively with others to meet shared objectives. - **Ensures Accountability:** Holding self and others accountable to meet commitments. - **Financial Acumen:** Interpreting and applying understanding of key financial indicators to make better business decisions. - **Manages Ambiguity:** Operating effectively, even when things are not certain or the way forward is not clear. - **Manages Complexity:** Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. - **Optimizes Work Processes:** Knowing the most effective and efficient processes to get things done, with a focus on continuous improv…