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
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