Chief Financial Officer

Job Description

Job Description

Description:

Who We Are

At MTC Federal Credit Union, we are dedicated to creating a better way forward for the communities we serve. We offer personalized financial solutions to foster lifelong relationships, and we are committed to our core values of accountability, respect, hard work, passion, and genuineness. We are seeking a passionate and strategic Chief Financial Officer to join our dedicated team and help drive our mission forward.

Lead the Financial Future of a Growing Credit Union

MTC Federal Credit Union is seeking an experienced and strategic Chief Financial Officer (CFO) to join our executive leadership team. This is an exceptional opportunity for a forward-thinking financial leader to help shape the future of a member-focused credit union dedicated to financial strength, innovation, and service excellence.

Reporting to the CEO, the CFO serves as a key strategic partner, responsible for the overall financial health of the organization while leading the Finance, Accounting, Compliance, and Information Technology functions. The successful candidate will balance strategic vision with operational excellence, ensuring sustainable growth, regulatory compliance, sound financial management, and organizational success.

What You’ll Do

Strategic & Executive Leadership

• Partner with the executive team to develop and execute organizational strategies and long-term objectives.
• Provide financial guidance and insights that support growth, profitability, and member value.

Team Leadership

• Direct the Accounting, Finance, Compliance and IT departments while fostering a culture of collaboration, accountability, and high performance.

Investment Management :

• Oversee the credit union’s investment portfolio and ensure compliance with regulatory requirements.

Budgeting and Forecasting:

• Lead the budgeting process, including financial forecasts and variance analysis.

Economic and Financial Analysis:

• Analyze financial information to forecast business, industry, and economic conditions for use in making investment decisions, and setting dividend and loan rates.

Compliance and Technology:

• Oversee the two departments to ensure they are aligned with credit union strategies and objectives.
• Ensure compliance with applicable federal regulations, including BSA and OFAC requirements.

What We're Looking For

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 10 years of banking or credit union experience with progressive financial leadership responsibilities.
• Strong experience with financial planning, forecasting, budgeting, and executive-level financial reporting.
• Deep understanding of Asset Liability Management (ALM), liquidity management, and investment strategies.
• Proven ability to lead teams and influence organizational strategy.

Preferred Qualifications

• MBA and/or CPA designation.
• Prior executive leadership experience in a credit union or financial institution.
• Experience leading diverse functional areas, including finance, compliance, and technology.
• Demonstrated success leveraging technology to improve processes and drive organizational results.

What We Offer

• A Purpose-Driven Mission – Make a meaningful impact by helping members improve their financial lives.
• Collaborative Culture – Join a team that values partnership, mutual respect, innovation, and continuous improvement.
• Professional Growth – Opportunities for leadership development, career advancement, and ongoing professional education.
• Competitive Compensation & Benefits – We offer a competitive salary and incentive structure, comprehensive benefits package, generous PTO, paid holidays, a strong 401(k) match, discretionary retirement contributions, and more.

About MTC Federal Credit Union

Established in 1976 and headquartered in Greenville, SC, we have grown into a trusted financial institution serving over 16,000 members across multiple states. Our team of dedicated professionals is the backbone of our success, and we are excited to welcome a new executive leader who shares our core values and vision.

Core Values:

• Accountability: We believe that accountability builds trust, which is the foundation of everything we do. Our team members embrace this value by delivering promises, seeking solutions, and taking the initiative when challenges arise
• Respect: Respect is at the heart of every interaction at MTC Federal. We value engaged listening and treating everyone with fairness and dignity, members, teammates, and community partners alike
• Hard Work: We work hard because we know our members work hard—and they deserve a team that goes the extra mile. Hard work at MTC Federal isn’t about clocking hours; it’s about focus, follow-through, and a willingness to roll up our sleeves to get the job done
• Passion: Passion drives everything we do. We believe in bringing energy, enthusiasm, and genuine care to every aspect of our work
• Genuineness: Being genuine means bringing your authentic self to every interaction, every day. We pride ourselves on building meaningful connections with our members and each other through honesty, sincerity, and empathy

Requirements: