Chief Strategy and Capital Officer

Park Community Credit Union is seeking a strategic and forward-thinking executive to serve as its next Chief Strategy & Capital Officer (CSCO). This newly designed leadership role will serve as the architect of the credit union's enterprise financial strategy, capital deployment, and long-term growth model. Reporting directly to the CEO, the CSCO will partner closely with the Executive Team to align capital strategy, balance sheet management, financial performance, data analytics, and strategic planning with the organization's mission and growth objectives. The successful candidate will combine strong financial expertise with enterprise leadership, leveraging data-driven insights and forward-looking analysis to guide decision-making, optimize organizational performance, and position Park for sustained success in a dynamic financial services environment.

Role

By emphasizing ONE Park, ONE Mission, One Team, the Chief Strategy & Capital Officer (CSCO) serves as the architect of the credit union’s enterprise financial strategy, capital deployment, and long-term growth model. This role is responsible for aligning balance sheet strategy, capital optimization, enterprise growth, and financial performance with the organization’s mission and strategic direction. The CSCO leads enterprise-level decision-making by integrating financial strategy, data-driven insights, and forward-looking scenario modeling to drive sustainable growth and institutional strength. Oversight includes capital strategy (including ECIP), balance sheet strategy, enterprise financial modeling, capital planning alignment, CECL modeling, and decision intelligence capabilities. The CSCO provides executive leadership across Finance, Data & Analytics, and Strategic Planning, ensuring financial strategy is fully integrated into organizational decision-making, growth initiatives, and long-term positioning. This role also serves as a primary financial strategic partner to the CEO and Executive Team.

Essential Functions & Responsibilities

• The Chief Strategy & Capital Officer provides leadership over enterprise strategy and capital planning by developing and executing a financial strategy that aligns with organizational goals. This role is responsible for designing and overseeing capital strategy, including capital deployment, optimization, and long-term planning, such as ECIP strategy. The CSCO drives balance sheet strategy across key areas including liquidity, funding, asset mix, and yield optimization, ensuring financial resources are effectively aligned to support growth. Additionally, this role translates strategic priorities into measurable financial outcomes and enterprise performance targets, helping connect the organization’s strategy to tangible results.
• Leads strategic financial planning and decision support by overseeing enterprise financial modeling, scenario planning, and forward-looking analysis. This role provides executive-level insights on growth strategy, pricing strategy, capital allocation, CECL strategy, and overall financial risk, ensuring leadership has a clear view of future opportunities and challenges. The CSCO develops and presents alternative strategic options supported by robust financial modeling and data analysis, enabling informed decision-making. Through this work, the role ensures that executive decisions are grounded in rigorous, data-driven financial insights that support sustainable growth and sound risk management.
• Partners with executive leadership to drive growth, revenue, and optimization strategies across the enterprise, including loan and deposit growth, pricing optimization, and revenue diversification. This role identifies and advances opportunities for cost efficiency, earnings enhancement, and overall financial optimization to strengthen organizational performance. In doing so, the CSCO evaluates and challenges historical practices, promoting innovative approaches to capital strategy and positioning the credit union for sustainable growth.
• Provides strategic governance, oversight, and risk alignment by ensuring strong financial management practices, internal controls, and regulatory compliance across the finance function. This role ensures that all financial strategies are aligned with regulatory expectations, capital adequacy requirements, and the organization’s defined risk tolerance, supporting sound decision-making and long-term institutional stability.
• Leads the advancement of enterprise data and decision intelligence by overseeing the development of robust data analytics capabilities that support strategic decision-making. This role ensures the integration of financial, operational, and member data into clear, actionable insights for executive leadership. Additionally, the CSCO drives the organization’s use of predictive analytics and performance measurement to strengthen forecasting, enhance decision quality, and support overall organizational performance and growth.
• Leads strategic partnerships, mergers and acquisitions, and enterprise initiatives by evaluating and guiding the financial strategy for partnerships, mergers, acquisitions, and other key strategic opportunities. This role supports and influences the execution of enterprise transformation initiatives that align with the organization’s growth objectives and mission, ensuring each initiative is financially sound, strategically aligned, and positioned to deliver long‑term value.
• Performs other job related duties as assigned.

Performance Measurements

1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: Vibrant Connections.
2. To achieve enterprise financial performance targets by aligning capital strategy, balance sheet management, and growth initiatives with the organization’s strategic plan.
3. To provide clear, data-driven financial insights and strategic recommendations that support executive decision-making and organizational direction.
4. To build and sustain a high-performing, engaged leadership team across Finance, Data & Analytics, and Strategic Planning that effectively supports enterprise strategy execution.
5. To ensure capital strategy, financial planning, and risk management practices align with regulatory expectations, internal controls, and the organization’s defined risk tolerance.
6. To proactively monitor and communicate trends across financial performance, balance sheet dynamics, and enterprise growth, ensuring timely adjustments to strategy as needed.
7. To identify and advance opportunities for revenue growth, cost efficiency, and financial optimization through innovative capital strategies, pricing approaches, and enterprise initiatives.
8. To maintain a professional work environment, promote teamwork, build respect among coworkers, and present a businesslike appearance.
9. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
10. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.

Knowledge and Skills

Experience Ten years to fifteen years of similar or related experience.

Education (1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA).

Interpersonal Skills Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation internally and/or externally is an important part of the role and a high level of interpersonal skills is critical to the success of this position.

Other Skills

• Requires a degree in Business Administration, Finance, or Accounting.
• Excellent analytical skills, people skills, and self‑direction are required.
• Must be proficient with PC accounting, spreadsheet, and word processing software.
• Background in bank data processing systems preferred.

Physical Requirements

WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.

PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.

Equal Employment Opportunity

Park Community Credit Union is an Equal Opportunity Employer/ Veterans/ Disabled