David Diamond

Chief Financial Officer, VP of Finance @Monterra Credit Union

San Rafael, CA, US
EMAILS
d•••••••@monterra.org
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Sep 2017 — Present

Chief Financial Officer, VP of Finance @Monterra Credit Union

View department →

Broad responsibility for the credit union\'s fiscal operating results, including- Directing activities of the Finance Department to ensure all accounting practices are compliant with Credit Union statutes, rules and regulations, and Board policy- Counsel management on fiscal control and profitability - Lead ALCO Committee and direct interest rate risk management, funds management, and capital requirements planning - Direct the development and presentation of all fiscal reports, such as cost accounting, budgets, and regulatory agency and governmental reports - Work with Board Finance Committee, state examiners and independent auditors- As a member of the Senior Leadership Team, provide overall strategic leadership to the organization

SKILLS

Business AnalysisRelationship ManagementRetail BankingWealth ManagementFinancial ModelingMergers & AcquisitionsCommercial BankingCash ManagementLoansDerivativesFinancial ServicesMicrosoft OfficeBudgetsCredit RiskFinancial RiskCredit AnalysisProcess ImprovementFinancial AnalysisPrivate BankingEquitiesFinancial ReportingSeries 7Financial ForecastingManagementCommercial LendingAsset ManagementFinanceDue DiligenceSmall Business LendingRisk ManagementCreditStrategic Financial PlanningAccountingBankingTradingPortfolio Management

ABOUT DAVID DIAMOND

CHIEF FINANCIAL OFFICER Financial services leader with experience in effectively…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.