Chief Financial Officer
: Job Details :

About Us

Our client, a thriving member-centric financial institution with over $1 billion in assets, is seeking a dynamic and experienced finance executive to join their leadership team. With a rich history of improving the financial well-being of their members and the communities they serve, this organization is a leader in the financial services industry, committed to innovation, operational excellence, and delivering exceptional value.

As the CFO, you will be a decisive and strategic leader, capable of navigating and leading through change. You will bring strong financial expertise, a collaborative mindset, and a passion for driving organizational success in a rapidly evolving financial landscape. This role offers an exciting opportunity to shape the future of the credit union and continue its legacy of service and innovation.

Position Overview

As the CFO, you will be a strategic leader responsible for overseeing the financial operations and guiding the financial future of the credit union. You will work closely with the CEO, COO, and Board of Directors to develop and implement financial strategies that align with the organization's mission and long-term goals. The CFO will ensure compliance with regulatory requirements, optimize financial performance, manage risk, and foster a culture of innovation and excellence within the finance department.

Key Responsibilities

Strategic Financial Leadership: Develop and execute long-term financial strategies to ensure sustainable growth, profitability, and alignment with the credit union's mission and goals.

Risk Management & Compliance: Lead enterprise risk management initiatives and ensure compliance with all relevant financial regulations, including those of the NCUA.

Asset & Liability Management (ALM): Oversee balance sheet management, liquidity, interest rate risk, and capital planning to ensure the financial health and stability of the credit union.

Financial Reporting & Analysis: Ensure accurate and timely financial reporting and provide in-depth financial analysis to inform decision-making for the Board of Directors and executive leadership.

Investment Portfolio Management: Manage the credit union's investment portfolio, balancing risk and return while adhering to investment policies and regulatory requirements.

Technology & Innovation: Leverage financial technologies and data analytics to drive operational efficiencies and support strategic decision-making.

Leadership & Team Development: Lead, mentor, and develop the finance and accounting team to foster a high-performance culture focused on accountability, innovation, and service excellence.

Member-Centric Financial Management: Optimize member profitability and enhance the overall member experience by aligning financial decisions with the credit union's mission.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA strongly preferred.
• Minimum of 10 years of progressively responsible financial management experience in a financial institution, with at least 5 years at the executive or senior leadership level.
• Extensive knowledge of credit union regulations and compliance, including NCUA guidelines.
• Proven experience in strategic financial planning, risk management, and asset/liability management in a large, complex financial organization.
• Strong leadership and team development skills with the ability to foster a culture of accountability and innovation.
• Exceptional communication skills, with the ability to present complex financial information clearly to a variety of stakeholders, including the board of directors, executives, and regulatory agencies.
• Strong analytical and problem-solving skills, with a deep understanding of financial markets, economic trends, and their impacts on credit union performance.

Key Competencies

• Strategic financial management and long-term planning.
• Expertise in risk management and regulatory compliance.
• Proficiency in financial reporting, analysis, and asset/liability management.
• Leadership and talent management within a finance and accounting environment.
• Knowledge of financial technology and innovation.
• Member-centric approach to financial management.
• Strong corporate governance and board collaboration skills.
• Change management experience with ability to lead change projects including integration experience

Why Join the Team?

Our client fosters a collaborative, member-focused workplace where every employee is valued and empowered to grow both professionally and personally. They offer a competitive compensation package and outstanding benefits. The exact salary range for the position will be based on qualifications and experience. This executive role provides an opportunity to make a meaningful impact in an organization deeply committed to serving its members and the community.

Every employee is seen as essential to the organization's success, and their culture is built upon these Foundational Behavioral Principles:

• Inclusive – We create a welcoming environment where everyone can be their authentic self.
• Community – Our focus extends outward, serving members, employees, and the broader community.
• Ethical – We uphold integrity and do what's right, even when no one is watching.
• Innovative – We embrace change and support improvements that benefit the organization, employees, and members.
• Teamwork – We operate as one team, working together toward the shared goal of member satisfaction and loyalty.

Client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees.