Corporate Finance Manager

Summary

Responsible for leading the corporate finance function of the Credit Union, including mergers and acquisitions, debt issuance, investment portfolio management, and balance sheet strategy. This role partners with executive leadership and the Board to advance Sunward's long-term vision through market expansion, capital strategy, and analytical insight that informs strategic decision-making.

This role owns the development and enhancement of analytical reporting across the finance function and provides direct support to management and Board ALCO initiatives, including asset/liability management strategy. Partners closely with the VP, Finance and cross-functional teams to deliver timely, decision-grade analysis that drives Sunward's growth, financial strength, and competitive positioning.

Essential Functions

• Lead the evaluation and execution of mergers, acquisitions, and strategic partnership opportunities, including financial modeling, due diligence, valuation, deal structuring, and integration planning.
• Manage the Credit Union's debt issuance and capital markets activity, including borrowings, secondary capital strategies, and related counterparty relationships.
• Oversee investment portfolio strategy and execution, ensuring alignment with policy, liquidity requirements, interest rate risk tolerance, and earnings objectives.
• Drive balance sheet strategy and optimization, including capital planning, funding strategy, and earnings/risk trade-off analysis.
• Support market expansion initiatives through financial analysis, business case development, market sizing, and post-launch performance tracking.
• Translate Sunward's strategic plan and long-term vision into financial frameworks, scenarios, and recommendations that guide executive and Board decision-making.
• Lead the development, enhancement, and ongoing ownership of analytical reporting tools, dashboards, and models across the corporate finance function.
• Support management and Board ALCO with asset/liability management analysis, interest rate risk modeling, liquidity scenarios, deposit and loan behavior studies, and strategic recommendations.
• Prepare and present analyses, recommendations, and findings to executive leadership, ALCO, and the Board of Directors.
• Partner with Accounting, Treasury, Risk, and Strategy teams to ensure alignment of corporate finance activities with the broader organization.
• Maintain deep expertise in financial institution regulatory requirements, capital frameworks, investment guidelines, and industry best practices.
• Build and sustain strong relationships with external counterparties, including investment broker/dealers, correspondent lenders, regulators, auditors, and advisors.
• Lead continuous improvement of corporate finance processes, models, and analytical capabilities to enhance accuracy, scalability, and decision support.
• Translate organizational vision and strategy into departmental execution, fostering a culture of accountability, engagement, and alignment with Sunward's values.