Chief Financial Officer (CFO)
About the Company
Well-established credit union
Industry
Financial Services
Type
Privately Held
Founded
1954
Employees
501-1000
Categories
Specialties
About the Role
The Company is seeking a Chief Financial Officer (CFO) to join their team. The CFO will be responsible for providing strategic oversight of the finance and accounting functions, including managing the investment portfolio, financial modeling and forecasting, and coordinating the budgeting process. This role requires a senior financial executive with a background in driving finance for a credit union or retail banking operation, and the successful candidate will be expected to bring creativity to the fiscal operations of the organization and explore new avenues to expand the investment strategy. Applicants for the CFO position at the company should have a minimum of 5 years' of senior leadership experience in a similar financial role and must hold a Bachelor’s degree. The CFO will play a key role in the leadership team, and as such, the ability to lead and innovate in the financial sector is essential. The company is dedicated to being member-focused, a financial partner, and community proud, and the CFO will be instrumental in upholding these values. Responsibilities also include asset liability management and reporting on the overall financials of the organization. The ideal candidate will be a strategic thinker, have a strong understanding of financial operations, and be committed to the mission and values of the company.
Hiring Manager Title
Chief Executive Officer (CEO) & President
Travel Percent
Less than 10%
Functions
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