Job Title: Finance Team Lead

Reports to: CFO

Job Summary:

The Finance Team Lead will be responsible for overseeing the finance and credit control functions within the credit union. This role involves leading a team, ensuring accurate financial reporting, implementing credit control policies, and collaborating with various departments to support the overall financial health of the credit union.

Key Responsibilities:

Team Leadership:

  • Provide guidance, support, and mentorship to team members.
  • Foster a positive and collaborative work environment.

Financial Reporting:

  • Preparation and analysis of monthly financial statements.
  • Ensure accuracy, completeness, and compliance with relevant accounting standards.
  • Prepare financial reports for senior management and provide insights for decision-making.
  • Preparation and submission of regulatory returns.
  • Review of investments, including portfolio reporting and decision making with the CFO and Investment Committee

Credit Control:

  • Implement credit control policies and procedures.
  • Monitor and support the management of credit risk exposure in the credit union.

Process Improvement:

  • Identify opportunities for process improvement within the finance and credit control functions.
  • Implement efficiency measures to streamline workflows.

Cross-functional Collaboration:

  • Collaborate with other departments, such as lending, risk management, compliance, and operations, to achieve overall organisational goals.
  • Communicate effectively with internal stakeholders.


  • Qualified/Part-qualified accountant (ACA, ACCA, CIMA, CPA) or qualified accounting technician
  • Professional qualification/certification (e.g. QFA)
  • Proven work experience as a team leader or supervisor
  • Proven experience in finance and credit control roles
  • Strong understanding of credit union operations and regulatory requirements.
  • Strong IT skills particularly Excel
  • Excellent leadership, communication, and interpersonal skills.
  • Excellence in written communications and reporting


This job description is not exhaustive and may be subject to change at the discretion of the management. The employee may be required to perform duties outside of their normal responsibilities from time to time as needed.



  • Competitive salary
  • Hybrid working
  • Defined contribution pension scheme
  • Permanent Health Insurance scheme
  • Critical illness cover
  • Death in service benefit
  • Ongoing training and development


Please send your CV and cover letter to

Closing Date:  26th February 2024