Chief Financial Officer

Position Purpose:

Reporting directly to the CEO, the CFO plays a pivotal role in advancing the strategic direction of the Credit Union. Direct the financial affairs of the Credit Union. Management oversight and supervision of the work of the Accounting/Finance, and Risk and Compliance Departments. Maintain accounting systems, practices, controls, and procedures to conform to accepted accounting/financial principles in accordance with federal and state laws.

Essential Duties and Responsibilities:

Team Builder: Hire, train, and mentor the Accounting and Risk and Compliance Departments. Conduct performance reviews, recommend salary adjustments, and guide staff to achieve their best.

Strategic Partner: Be an active member of the Credit Union’s Asset Liability Committee (ALCO).

Visionary Planner: Play a key role in shaping our strategic and business plans. Use forward-thinking models and analyses to provide financial insights that drive our growth.

Goal Setter: Establish yearly financial objectives that align with our growth plans.

Financial Analyst: Oversee net worth and forecast analysis.

Performance Evaluator: Analyze our financial performance, liquidity, cash flow, budget, and cost control.

Budget Guru: Manage the annual budget. Prepare and present monthly financial reports, including profit and loss, forecast vs. budget, and cash flow.

Policy Innovator: Regularly review policies and procedures, recommend changes, and develop new ones for better efficiency.

Investment Liaison: Act as the main contact with investment houses, financial institutions, and government agencies. Explore new investment opportunities and provide recommendations.

Tech Savvy: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting.

Communicator: Oversee the preparation and communication of financial statements.

Accuracy Champion: Ensure the accuracy of all financial and statistical reports for the Board of Directors.

Compliance Leader: Ensure compliance with all relevant laws and regulations.

Audit Coordinator: Coordinate audit activities with internal and external auditors.

Dynamic Contributor: Take on other exciting duties as assigned.

Knowledge, Skills, and Abilities Required:

Educational Background: Bachelor’s degree in finance or accounting required. MBA is a plus. CPA strongly preferred.

Experience: Minimum five years of CFO experience in the financial services industry.

Analytical Skills: Excellent analytical, reasoning, and problem-solving skills.

Financial Expertise: Significant experience with budgets, forecasting, analysis, asset/liability management, and investments.

Organizational Skills: Strong ability to manage multiple projects with multiple deadlines.

Leadership: Demonstrated leadership ability, confidence, and executive presence. Ability to motivate staff.

Communication: Professional written and verbal communication skills.

Collaboration: Excellent collaborative skills and the ability to build positive working relationships.

Mission-Driven: Understanding of the Credit Union’s mission and vision. Adherence to confidentiality, security, professional conduct, and dress code.

Tech Proficiency: Proficiency with Microsoft Office Products and database programs.

Job Type: Full Time

Salary Range: $132,306.00 - $176,409.00/year