CFO - Credit Union

Chief Financial Officer - Community-Focused Financial Institution

• Lead the development and execution of a strategic financial roadmap, strengthening our capacity and fostering long-term prosperity.
• Champion sound financial management practices, ensuring compliance with all regulations and upholding the highest ethical standards.
• Spearhead initiatives that fuel sustainable growth and deliver exceptional value to our members.
• Collaborate with the senior leadership team to shape the organization's strategic direction and navigate dynamic market landscapes.

• Craft and implement a comprehensive financial strategy, optimizing asset allocation, managing risks, and ensuring compliance with all regulatory requirements.
• Oversee all accounting and financial administration functions, upholding Generally Accepted Accounting Principles (GAAP) and internal control frameworks.
• Design and implement effective policies for financial management, budgeting, and resource allocation, maximizing operational efficiency and effectiveness.
• Drive achievement of revenue targets, identifying growth opportunities and overseeing investment strategies.
• Guide loan and deposit rate setting, contributing to a balanced and sustainable financial profile.
• Prepare insightful financial reports and presentations for board members, executive management, and regulatory authorities.
• Lead the annual budgeting and planning process, aligning financial goals with strategic objectives.
• Advocate for financial literacy and responsible financial practices within the organization and community.
• Cultivate strong relationships with internal and external stakeholders, fostering an environment of trust and collaboration.

• At least 16 years of leadership experience in financial management, ideally within a credit union or similar.
• Proven track record of success in developing and implementing effective financial strategies.
• Strong analytical, problem-solving, and decision-making skills with a keen eye for detail.
• Excellent communication, interpersonal, and leadership skills, adept at influencing and collaborating with diverse stakeholders.
• Passionate about serving the community and committed to ethical business practices.
• Masters in Accounting or Finance preferred
• CMA and/or CPA preferred