Rob Stier

Executive finance leader responsible for overseeing accounting, financial reporting, and strategic financial planning, reporting directly to the CFO. Accountable for the accuracy, integrity, and timeliness of financial information while strengthening internal controls, close discipline, and overall financial operations. Partner with executive leadership to drive long-term financial strategy, ensure regulatory compliance (GAAP, NCUA/DIFS), and sustain confidence in financial reporting. Lead general ledger oversight, reconciliations, audit readiness, liquidity management, and profitability analysis. Serve on ALCO, overseeing interest rate risk monitoring and ongoing enhancement of asset/liability management processes. Develop organizational and product profitability models to inform strategic decision-making. Focused on operational stabilization, risk reduction, and continuous improvement—while mentoring and developing high-performing finance teams aligned with the credit union’s mission and values.

Executive leader responsible for the overall financial strategy, risk management, compliance oversight, and long-term financial health of the credit union. Partner closely with the CEO and senior leadership to drive sustainable growth, optimize performance, and align financial strategy with the organization’s mission, vision, and strategic plan. Provide enterprise-wide leadership across accounting, budgeting, forecasting, asset/liability management, liquidity, investments, and regulatory compliance. Deliver forward-looking financial insight through economic analysis, business modeling, and long-range planning to support informed executive and Board decision-making. Oversee enterprise risk management (ERM), interest rate risk, liquidity risk, concentration risk, and compliance programs to ensure strong internal controls and adherence to GAAP, BSA/Patriot Act, OFAC, and all federal and state regulatory requirements. Serve as primary liaison to auditors, regulators, and the Board, ensuring timely and accurate financial and call report filings. Chair ALCO and direct investment strategy as custodian of organizational assets, safeguarding capital while positioning the credit union for intentional, well-managed growth. Lead and develop high-performing accounting and risk teams, reinforcing a culture of accountability, operational excellence, and continuous improvement.

Senior finance leader responsible for directing the credit union’s financial management, accounting operations, asset/liability management, and strategic financial planning initiatives. Served as a key advisor to the executive team, providing data-driven insight to support growth, profitability, and long-term financial stability. Led budgeting, forecasting, and financial analysis processes, ensuring alignment with organizational strategy and regulatory expectations. Oversaw general ledger integrity, month-end close discipline, financial reporting, and audit coordination, maintaining strong internal controls and GAAP compliance. Directed liquidity management and interest rate risk monitoring through active participation in ALCO, enhancing asset/liability modeling and balance sheet strategy to optimize earnings while managing risk. Developed and refined financial models, profitability reporting, and key performance metrics to support product strategy, pricing decisions, and capital planning. Played a central role in strengthening financial processes, improving reporting transparency, and advancing overall operational maturity within the finance function. Collaborated closely with compliance, operations, and executive leadership to ensure sound financial governance and readiness for regulatory examinations.

Provided advanced financial analysis and strategic support across hospital product lines, service lines, and clinical institutes within a complex, integrated health system. Managed a portfolio of return-on-investment (ROI) initiatives totaling approximately $15M, delivering data-driven insights to guide capital allocation and operational decision-making. Developed and maintained pro forma financial statements, business plans, and long-range financial models to support new programs, service expansions, and cross-functional initiatives. Served as an inaugural member of the Radiology Finance Committee, contributing to financial governance and performance oversight. Partnered closely with reimbursement, decision support, contracting, supply chain, operations, and physician leadership to evaluate financial performance, analyze trends, and recommend improvements in scope, efficiency, and profitability. Conducted proactive variance analysis, investigated unusual financial activity, and strengthened reporting accuracy across business units. Reviewed consolidated financial statements and regulatory reports to ensure compliance with internal controls and financial reporting standards. Recognized for improving financial processes, enhancing data integrity within financial systems, and elevating the value of analytics to senior executives and operational leaders.

Progressed into a finance-focused role with responsibility for general ledger oversight, cash management, investment tracking, and financial analysis supporting executive leadership and ALCO. Maintained daily, weekly, and monthly GL balancing discipline and oversaw cash management for approximately 25 vault locations, ensuring accuracy, error resolution, and proper controls. Managed investment tracking and reporting to ensure timely funding and compliance. Conducted ROI analysis and financial modeling for Asset Liability Committee initiatives, supporting balance sheet strategy and decision-making. Assisted with month-end, quarter-end, and year-end reporting, as well as the annual budgeting process, including variance analysis and research. Partnered regularly with executives and senior leaders, as well as external legal, financial, and brokerage partners. Recognized for identifying process improvements through reporting enhancements and enterprise data warehouse (EDW) analytics to increase operational efficiency and reporting value.

Led branch operations with full accountability for financial performance, staff development, sales strategy, and member experience. Managed branch P&L, deposit and loan growth, expense control, and key performance metrics to ensure profitability and alignment with overall credit union objectives. Developed and executed branch business plans, budgets, and sales goals. Coached and developed team members through performance management, hiring, training, and succession planning. Maintained strong operational oversight, ensuring compliance with policies, procedures, and audit requirements. Advised members on consumer and home equity lending solutions, overseeing applications through closing. Actively represented the credit union in the community, strengthening brand presence and member relationships.

Supported branch leadership in driving sales performance, operational excellence, and a strong service culture. Led and developed a high-performing team focused on member service, product knowledge, and operational accuracy. Monitored key performance indicators including product penetration, loan volume, teller accuracy, and new account growth to ensure sound and profitable operations. Oversaw compliance with security and audit standards, ensuring adherence to internal controls and regulatory requirements. Managed loan applications from origination through closing and supported new account growth initiatives. Served as Manager on Duty in the absence of the Branch Manager, maintaining staffing schedules, resolving complex member issues, and ensuring seamless daily operations.

Supported branch leadership in driving sales performance, operational excellence, and relationship growth across consumer and business banking segments. Managed a portfolio of high-value consumer and small business clients, deepening relationships through proactive outreach, scheduled appointments, and strategic cross-referrals across Wealth Management, Business Banking, and Home Lending. Led and motivated team members to deliver exceptional client service while reinforcing a strong sales and referral culture. Leveraged available technology and performance tools to drive measurable results and improve service efficiency. Oversaw daily branch operations, ensuring compliance with operational, security, risk, and regulatory policies. Maintained an active presence in the local community, cultivating business relationships and expanding market visibility. Demonstrated strong capabilities in relationship management, consumer and business lending, investment referrals, and operational leadership.

Delivered relationship-focused financial guidance to consumer clients, identifying needs and recommending tailored banking solutions to support financial goals. Proactively engaged both new and existing clients, building trust through attentive listening, problem resolution, and consultative service. Opened new accounts, supported lending needs, and partnered with Wealth Management, Business Banking, and Home Lending teams to provide comprehensive financial solutions. Recognized for strong client advocacy, service excellence, and the ability to anticipate needs through proactive financial education and product alignment. Built a foundation in relationship management, sales strategy, and operational support that later supported advancement into leadership and executive finance roles.