Chief Financial Officer - Credit Union

HYBRID ROLE – CFO - $1BN in Assets Credit Union

Time to bust out the sweaters and ditch the job that doesn’t pay you what you’re worth.

The salary range for this position is $250,000-$300,000 base plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. Relocation assistance is an option. To apply to this role please send your resume to View email address on click.appcast.io

SUMMARY: Responsible for the effective management, operation, results and strategic advancement of the Finance, Accounting, and Operations departments.

Job Description:

• Manages the overall financial activities of the financial institution, including the preparation and interpretation of financial statements, asset liability management, investing and budgeting
• Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives
• Prepares all credit union financial statements in accordance with GAAP and applicable federal and state regulatory laws for financial reporting
• Produces all financial and statistical reports for presentation to the Board of Directors
• Provides management with analysis and advice on the financial implications of business activities
• Responsible for the preparation of the annual budget along with financial forecasting
• Provides CEO with recommendations to strategically enhance financial performance and business opportunities
• Manages and optimizes the organization’s investment portfolio in order to achieve the organizational investment goals of liquidity, safety and return
• Oversees and manages the preparation and submission of the 5300 Call Report
• Prepares monthly reports and analysis to the ALCO committee
• Reports financial results at monthly board meetings
• Supervises the budget for the Finance, Accounting, and Operations departments to ensure they are consistent with the overall strategic plan and budget of the credit union
• Negotiates significant vendor contracts and completes the vendor management process

Qualifications :

• Education Required: Bachelor’s degree in Business Administration or related field, Certified Public Accountant (CPA) designation
• Education Preferred: Master’s degree in Business Administration (MBA)
• Experience Required: 10+ years of progressive, strategic management experience in an accounting or finance role

To apply to this role please send your resume to View email address on click.appcast.io

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