Wheelhouse Credit Union
Chief Financial Officer
Wheelhouse Credit Union, San Diego, California, United States, 92189
Description: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.
Requirements: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.
Salary
132,306.00 - $176,409.00
Job descriptions are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management’s discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.
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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.
Requirements: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.
Salary
132,306.00 - $176,409.00
Job descriptions are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management’s discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.
#J-18808-Ljbffr