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Chief Financial Officer
- The Chief Financial Officer oversees the Finance department. The
CFO is responsible for preparing monthly financial statements, quarterly
call report filings with the NCUA, and an annual budget. In addition,
the CFO facilitates the audit, oversees month-end and year-end procedures,
and capitalizes and disposes of assets. Current Chief Financial
Officer: Feroz Khosla
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Controller - The Controller
and Assistant Controller are in charge of reconciling accounts held
at other financial institutions, training and supervising accountants,
and guiding the direction of the department. The Controller also
assists the CFO with monthly and quarterly responsibilities.
Current Controller: William
Doyle
Current Assistant Controller: Andrew
Curtis |
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Treasurer - The Treasurer
supervises all external Credit Union bank accounts, including a Federal
Reserve account, ensuring adequate liquidity and maximizing interest
revenues. In addition, the Treasurer is responsible for making investment
decisions on behalf of the Credit Union and ensuring that all investments
are in compliance with NCUA regulations. The Treasurer is also responsible
for performing outgoing domestic and international wire transfers,
writing certified checks, and authorizing the payment of expenses.
Along with the CFO, the Treasurer represents the finance department
on the Board of Directors Current Treasurer: Armando
Cardoso |
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Assistant Treasurer
- The Assistant Treasurer is responsible for paying all internal
and external Credit Union expenses, and assists the Treasurer in
daily activities.
Current Assistant Treasurer: Ryan
Lee |
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Accountant - Accountants
are responsible for closing daily operations, and assisting the Controller
with bank reconciliations and other end-of-month procedures. |
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