Wheelhouse Credit Union
Chief Financial Officer (CFO)
Wheelhouse Credit Union, San Diego, California, United States, 92189
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, including management oversight and supervision 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
Benefits:
401(k)
401(k) 5% Match
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Schedule:
Day shift
Monday to Friday
Work Location:
In person
#J-18808-Ljbffr
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, including management oversight and supervision 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
Benefits:
401(k)
401(k) 5% Match
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Schedule:
Day shift
Monday to Friday
Work Location:
In person
#J-18808-Ljbffr