Chief Financial Officer

Your Purpose

The Chief Financial Officer (CFO) is a key member of the executive leadership team responsible for developing and executing financial strategies that ensure the credit union’s fiscal health while driving sustainable growth. Oversees all financial functions, including planning and financial strategy, forecasting, budgeting, asset-liability management, regulatory compliance, and operations. The CFO ensures financial sustainability, compliance with regulatory requirements, and alignment of financial strategies with the organization’s goals.

Responsible for fostering strong relationships with internal and external stakeholders such as regulators and auditors. This position plays a strategic role in driving growth, innovation, and operational efficiency while maintaining the highest standards of financial integrity.

• Develop and execute financial strategies that align with the credit union’s mission, vision, and strategic goals
• Develop credit union Strategic Plan in collaboration with Senior Management Team and Board of Directors
• Collaborate with the executive team to drive sustainable growth, profitability, and member value
• Provide financial insights and recommendations to the CEO and Board of Directors to inform decision‑making

• Oversee budgeting, forecasting, and financial modeling processes to ensure accurate and timely financial reporting
• Monitor financial performance against strategic and operational goals, identifying opportunities and risks
• Lead the evaluation of new business opportunities, including mergers, acquisitions, and investments

• Ensure accurate and timely preparation of financial statements in compliance with GAAP and regulatory standards
• Direct the management of accounts, payroll, and internal financial controls
• Serve as the primary liaison with external auditors and regulatory agencies during examinations

• Oversee liquidity management, capital adequacy, and interest rate risk strategies
• Optimize investment portfolios and funding strategies to meet long‑term goals
• Manage the credit union’s cash flow, ensuring alignment with operational needs and regulatory requirements
• Coordinate Asset and Liability Committee (ALCO) functions and ensure strategies and recommendations reflect credit union‑approved financial strategies, policies, and performance

• Ensure compliance with all applicable laws, regulations, and internal policies
• Collaborate with risk management team to identify, assess, and mitigate financial and operational risks
• Provide leadership in stress testing, contingency planning, and scenario analysis
• Support and enable vendor procurement strategies by providing cost analysis of vendor pricing or other like processes

• Is a participative, collaborative, and supportive Team Member to Senior Management colleagues
• Engage/participate in organization‑wide strategic planning
• Promote cross‑departmental collaboration and alignment with financial goals
• Advise and partner with senior leadership on financial goals and recommend strategies
• Lead and manage Finance & Accounting Team, fostering a culture of accountability, innovation, and continuous improvement in accordance with the organization’s policies, priorities, processes, and applicable laws
• Coach and develop the team for effective performance, structure, roles, succession, and redundancy. Plans, assigns, and directs work; appraises performance; rewards and disciplines employees; addresses complaints and resolves problems
• Supports project and other related work needs, such as mergers
• Performs such other duties and accountabilities as assigned by the Chief Executive Officer

• Aligns with and supports fellow Senior Managers in communicating the vision, mission, and values of the organization
• Help develop others by sharing knowledge, educating, and/or mentoring on financial concepts or other key leadership topics
• Able to fulfill key responsibilities in financial health strategy, planning, and framework
• Excellent…