SVP Finance - CFO
POSITION: SVP Finance or CFO: Depending on Experience
PRIMARY FUNCTION: This role leads the Accounting, Financial Analyst, Risk Management, Compliance and Audit Teams in planning, development, implementation, reporting and maintenance on all aspects of credit union financial and risk matters. Provides information to analyze and forecast financial trends, control risk and ensure profitability. As an organizational leader, is responsible for working effectively with all stakeholders, reporting key results to the organization, and achieving the key objectives of the organization. Serves as a member of the executive team.
This position is eligible for the hybrid work program.
EXECUTIVE TEAM: As a member of the executive team, assist the President in preparing short-term and long-range strategic planning; establish a budget for lending departments and initiatives and ensures that budgeted goals are achieved, and cost objectives are met. Develop and monitor all lending departmental budgets. Attend board meetings and report on assigned areas of responsibility.
EXPERIENCE:
10–15 years of similar or related experience.
Experience with financial governance, supervisory management, financial projections, strategic planning, and compliance management.
Experience leading initiatives involving both technical and business stakeholders
REQUIRED SKILLS:
Proficiency developing and overseeing financial, statistical and accounting records.
Financial Leadership such as strategic financial planning, budgeting and forecasting, and financial statement analysis, including strong understanding of lending and deposit operations; Data & Financial Analytics such as modeling, KPI development, scenario planning, forecasting, and trend analysis.
Effective risk, issue, dependency, and decision management skills.
Compliance and Regulatory knowledge of NCUA regulations, BSA, Consumer financial regulations, and policy and procedure oversight
Expertise in Asset Liability Management (ALM); Liquidity and capital planning; Enterprise Risk Management (ERM) leadership; Treasury and investment portfolio management; and understanding of FFIEC guidance
Preferred Qualification:
Executive-level experience at a credit union, bank, or regulated financial institution, reporting directly to CEO, Board of Directors, Supervisory Committee
Experience managing organizational growth, mergers, acquisitions, or significant business transformations
Microsoft Office Proficient
EDUCATION: (1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA, CFA).
STARTING SALARY: Depending on Experience
BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Personal, Paid Volunteer Hours
STARTING DATE: TBD
WORK LOCATION: Old Mill Branch