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Job Description Job Title: Senior Financial Consultant - Native American Consulting Organization: Ulrich Investment Consultants Location: Portland, OR or Albuquerque, NM Compensation: $105,000 - $150,000 (depending on experience and location) Ulrich Investment Consultants Ulrich is a SEC-registered investment advisor and provides fiduciary investment consulting services to both tax-exempt and taxable clients. Ulrich specializes in delivering a broad range of fiscal management services to its Native American clients to assist them in developing sound fiscal management systems that support capacity to achieve long and short-term financial goals, and equipping Client leadership with information and tools to support decision making. Ulrich has realized consistent growth through innovative practices, strategic management, as well as client and employee loyalty. We have a unique consulting philosophy focused on exceptional client service, and a work environment that attracts and retains top talent. We make it a priority to enjoy the journey we give back to our community and strongly encourage a healthy work/life balance. Learn more at Position Overview The Senior Financial Consultant will be a member of the Native American consulting group, delivering fiscal management support services and assists in developing and maintaining effective fiscal management systems to our Native American Tribal clients. The position reports to the Director of Native American Consulting and is responsible for developing and maintaining a thorough understanding of Ulrich non-investment financial consulting and strategic planning services, which includes policy and procedure development, training, accounting assistance and related fiscal managements services. The position is expected to plan and execute consulting assignments with limited supervision. The Senior Financial Consultant will meet on-site with clients so frequent travel is required. The position will be located in/around one of our two office locations; Portland, Oregon, or Albuquerque, New Mexico. This will ensure in-person interaction and job position development with our team members, develop strong working relationships, and foster company culture and values. KEY RESPONSIBILITIES • Assist clients in the development and maintenance of fiscal management, fund authorization and related policies and procedures., • Provide accounting assistance, including training, and coaching of tribal clients finance staff., • Assist clients in preparing for, navigating through, and preparation of client financial statements for primarily Single Government audits., • Development of audit support packages., • Assist in the development of client financial planning material including financial plan updates., • Assist in the preparation and negotiation of client indirect cost rates., • Assist in the preparation and negotiation of client contract support claims., • Maintain client work product files and documentation consistent with company processes., • Bachelors degree or higher in finance, accounting or economics preferred., • Certified Public Accountant or other professional accounting designation (preferred, not required)., • Experience working with tribal governments preferred., • Strong background and understanding of governmental accounting and the development and preparation of governmental/tribal financial statements., • Analytical and problem-solving abilities with ability to analyze data, identify trends, and draw meaningful conclusions., • High learning agility, with a blend of technical accounting knowledge, business acumen, strong oral and written communication, and excellent presentation skills., • Excellent Consulting skills: ability to advise clients on timely financial matters and ability to build and maintain strong relationships with clients., • Prior experience and skilled in the use of accounting software, and a full understanding of accounting principles, cycles and financial statements.

Job Description Vice President, Communications Summary: Designs and executes the communications efforts for internal and external audiences. Responsible for developing and delivering compelling content in support of the Credit Unions communications efforts. Supervises a high performing team that provides the full range of communication services, including brand development and management, public and media relations, internal communications, digital/online initiatives, traditional print projects, sales promotions and collateral, social media, corporate website and intranet, content creation, copywriting, and special events. Leads the continuous development of Sunward Federal Credit Unions brand and voice to build awareness, uniqueness, relevance, and reputation among target consumers. Essential Functions: • Work closely with other members of leadership to develop, implement, and oversee an integrated communications strategy that conveys the corporate brand and successfully reinforces the Credit Unions business objectives for both internal and external audiences through multiple delivery channels., • Work with internal stakeholders to plan, create and launch creative marketing campaigns, press releases and public service announcements that resonate with current and potential members., • Utilize multiple communications technology tools to develop and implement an external communications strategy that promotes corporate initiatives and corporate business development., • Oversee distribution of clear, concise, and engaging communications across internal and external audiences that brings the Credit Unions unique culture, mission, and values to life through various formats and channels., • Lead analysis across all marketing channels to measure overall performance of activities and use this data to develop actionable plans., • Identify and successfully distribute content in new channels leveraging emerging technology and techniques to communicate with prioritized audiences., • Identify, implement, report, and manage KPI metrics reflective of a mature communications program aligned with organizational strategy and plans., • Maintain knowledge of emerging technology, trends, developments, and best practices in communications strategies and align those developments with the needs of the Credit Union., • Actively seek out, build, and manage multi-channel platforms of communication and engagement initiatives ensuring Sunward Federal Credit Union stays at the forefront of the communication needs of the members and employees; drive corporate presence and expands footprint on digital channels., • Lead the communications team to develop both corporate and member-facing PR programs; manage outside relationship vendors who contribute to the marketing and communications functions., • Manage the Credit Unions public communications and media relations programs., • Remain current on laws and regulations that affect marketing, ensuring marketing pieces, disclosures, and website are technically and legally compliant., • Develop and maintain effective relationships with cross-functional partners from all other departments. Experience • Minimum of 12 years of progressively responsible experience managing a range of external and internal communications and marketing functions such as brand management, digital marketing, creative services, public relations, and engagement, preferably within a financial institution., • Minimum of 6 years experience in a leadership role that required good decision-making, problem-solving, influencing others, and facilitation skills., • Minimum of 5 years of experience in a supervisory role., • Demonstrated leadership skills in communications and digital platforms, as well as strategic value proposition development and creative execution., • Proven track record of delivering impactful external and internal communications, including message development, communications planning, segmentation, and measurement., • Clear track record of excellence in developing and executing brand communications and leading a corporate public relations function., • Significant experience in positively handling high-profile communications issues, demonstrating sound judgment and persuasive counseling to senior management., • Proven track record of developing and executing successful public relations campaigns., • Experienced and savvy in social media practices and tools; knowledgeable in emerging social media., • Strong project management experience., • BA/BS or equivalent experience in Marketing, Communications, Public Relations, Economics, Business, or related field., • Leadership Competencies, • Outcome & Results, • Own your deliverables and KPIs-meet or exceed them by giving outcomes and overcoming obstacles., • Commitments, • Treat W3s as promises – execute early, follow through consistently and renegotiate transparently when priorities shift. Reliability builds trust., • Business Maturity, • Know your business – manage financials, operations and experiences with discipline and in full alignment with Sunwards key results., • Growth Mindset, • Be a learner now a knower – stay curious, ask questions, adapt quickly and embrace daily learning., • Preparation and Presence, • Respect others by being early prepared and fully tuned in – never distracted or multitasking., • Feedback, • Fuel growth by inviting, giving and acting on feedback – always candid, respectful and forward-focused., • Talent & Culture, • Build culture through people – hire top talent, coach relentlessly, celebrate wins and manage performance though our Culture of Accountability. Model the culture and values of Sunward., • Experience and Craftsmanship, • Set the bar at the best – deliver experiences that stand apart and never compromise on quality., • Knowledge, • Possesses exceptional insight and knowledge of emerging trends in external and internal communications trends and technologies., • Advanced proficiency with computer applications including Excel, Word, and PowerPoint.Skills/Abilities, • Strong record of nurturing positive relationships both internally and externally., • Demonstrated ability to build relationships with senior leadership and interface effectively and positively with clients and stakeholders., • Able to effectively manage differences in opinions and culture., • Able to build, motivate and develop a team., • Effective team player, confident but humble, with honed listening skills and ability to work calmly in a fast-faced and dynamic environment., • Able to train, mentor and influence project leaders and team members toward more effective project management and change management approaches., • Possesses strong leadership skills and serves as a positive role model to others., • Possesses highly developed and creative written and oral communication skills., • Proven strong and effective presentation skills with the ability to interface with and influence partners at all levels of the organization., • Able to supervise and train employees, including organizing, prioritizing, and scheduling work assignments., • Possesses a strong business acumen, with the proven ability to identify opportunities, quickly understand complex problems, and define improvements., • Experienced in handling transformational shifts within an organization., • Able to make sound decisions quickly and efficiently. Exhibits capacity to embrace change and quickly adapt to new situations, changes in direction, and altering priorities. Able to drive from uncertainty to actionable plans., • Exhibits high levels of accuracy, adaptability, sound judgment and initiative., • Possesses excellent organizational and time management skills, with the ability to effectively prioritize and execute multiple concurrent priorities and projects., • Demonstrates flexibility and ability to work during non-business hours as necessary. Ability to sit for prolonged periods and lift up to 20 pounds.