Chief Financial Officer

New Edge Associates, a Talent Acquisition Firm, is partnering with a growing credit union seeking an experienced Chief Financial Officer (CFO) to lead the organization’s financial strategy, operational performance, and long-term growth initiatives. This executive leadership role will oversee all aspects of finance, accounting, budgeting, forecasting, regulatory reporting, asset/liability management, and strategic financial planning.

The ideal candidate will be a strategic and hands-on financial leader with strong experience within a financial institution or credit union environment . This individual will work closely with executive leadership to drive operational efficiency, profitability, and organizational growth. Experience supporting or growing EFT and credit card programs is highly preferred, particularly with a focus on increasing revenue generation and member engagement.

Job Requirements

• Lead the overall financial strategy and fiscal management of the credit union
• Oversee accounting, finance, budgeting, forecasting, and financial reporting functions
• Develop and manage annual budgets, financial projections, and long-term strategic plans
• Monitor financial performance, liquidity, capital levels, and operational efficiency
• Provide financial insights and recommendations to executive leadership and the Board of Directors
• Ensure compliance with all regulatory, audit, and reporting requirements
• Oversee asset/liability management (ALM), investment strategies, and financial risk management
• Manage relationships with auditors, regulators, vendors, and external partners
• Identify opportunities to improve operational processes, profitability, and financial performance
• Support growth initiatives across lending, deposits, payments, and member services
• Collaborate with leadership to enhance EFT and credit card programs to drive revenue growth and member utilization
• Oversee internal controls, policies, and financial governance procedures
• Lead and mentor finance and accounting teams while fostering a collaborative culture

Job Qualifications

• Bachelor’s Degree in Finance, Accounting, Business Administration, or related field required
• CPA, MBA, or advanced financial certification preferred
• Minimum 7 years of financial leadership experience within a bank, credit union, or financial institution required
• Previous CFO, Controller, Finance Director, or senior financial management experience preferred
• Strong knowledge of financial reporting, budgeting, forecasting, ALM, and regulatory compliance
• Experience within a credit union environment strongly preferred
• Experience supporting EFT, debit card, credit card, or payments programs preferred
• Proven ability to drive operational efficiency and revenue growth initiatives
• Strong leadership, communication, and strategic planning abilities
• Experience presenting financial information to executive leadership and boards
• High level of professionalism, analytical ability, and business acumen