Chief Financial Officer (CFO) Advisor
Confidential
Chief Financial Officer (CFO) Advisor
About the Company
A leading credit union service organization serving credit union and banking clients.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a CFO Advisor to provide strategic financial leadership and accounting expertise to its clients. This highly visible advisory role involves close collaboration with executive teams, serving as a trusted advisor on a range of financial matters including financial reporting, budgeting, forecasting, cash management, and regulatory compliance. The successful candidate will be responsible for preparing and examining financial records, ensuring adherence to regulatory and GAAP standards, and managing the financial performance of multiple clients. Applicants for the CFO Advisor position at the company should have a B.A. in accounting, business administration, or equivalent, with at least 5 years' related accounting and finance experience. A CPA and/or MBA is preferred. The role requires a candidate with a fundamental knowledge of GAAP, proficiency in MS products, particularly expert-level Excel, and a strong background in financial institutions or equivalent experience. The ideal candidate will be detail and deadline-oriented, possess strong analytical and problem-solving skills, and have excellent communication abilities. The role also demands the ability to work independently, manage multiple projects, and ensure client satisfaction through effective calendar management.
Functions
- Finance
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