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

#J-18808-Ljbffr