Job Description

Are you a strategic financial leader ready to make a lasting impact? A well-established and community-focused $450M credit union is seeking an experienced Chief Financial Officer (CFO) to join its executive team. This is an exciting opportunity to lead and innovate across all financial operations of a trusted financial institution.

As CFO, you will work closely with the President/CEO to shape the financial future of the organization. This is a highly visible role that oversees accounting, investment strategy, asset/liability management, back-office card operations, and more. We're looking for a forward-thinking leader with a collaborative spirit and deep expertise in financial services.

Key Areas of Responsibility:

• Lead the credit union’s investment portfolio, cash management, ALM tools, budget forecasting, financial reporting, and analysis.
• Oversee all accounting operations, including GL systems, ACH, member wires, and share draft processing.
• Evaluate financial controls, procedures, staff performance, and regulatory reporting.
• Manage credit and debit card back-office operations and digital service platforms such as bill pay and ATM/check image networks.
• Serve as a key liaison with regulatory bodies and external auditors.
• Support strategic planning and ensure timely communication with the CEO and Board on financial matters.

Qualifications

What We’re Looking For:

• Experience: 8–10 years of progressive leadership experience in finance, within a credit union or financial institution. Credit Union preferred.
• Education: Bachelor’s degree; CPA or Master’s degree preferred.
• Leadership: Proven ability to influence cross-functional teams, motivate others, and drive operational excellence.
• Technical Skills: Proficient in GAAP, ALM tools, and financial software; strong command of Microsoft Office, PowerPoint, and industry systems like TranZact.

What You’ll Bring:

• A strategic mindset with hands-on execution capability.
• Comfort making presentations to leadership and board members.
• An analytical approach to complex financial challenges.
• Strong interpersonal skills and a proactive, solutions-oriented attitude.