Chief Financial Officer (CFO)

Organization Size: $300 million in assets

Status: Full-Time, Executive Leadership Team

Compensation: $180k - $220k

About The Opportunity

We are seeking an experienced, forward-thinking Chief Financial Officer (CFO) to lead our credit union's financial strategy, operational accounting, and long‑term fiscal health. As a key member of the Executive Leadership Team, the CFO plays a critical role in ensuring financial strength, regulatory compliance, data‑driven decision making, and high‑performance support across all departments.

This is an exceptional opportunity for a strategic leader who thrives in a collaborative, mission‑driven, member‑focused environment.

Key Responsibilities

• Provide executive oversight of all accounting, finance, ALM, and financial reporting functions.
• Lead budgeting, forecasting, and long-term financial planning.
• Oversee the Allowance for Credit Losses (CECL) methodology, modeling, implementation, and ongoing review.
• Direct the credit union's branch and departmental accounting processes to ensure accuracy, efficiency, and complete transparency.
• Review and monitor ACH and share draft systems, ensuring sound risk controls and operational alignment.
• Conduct holistic evaluations of how non‑Accounting departments interact with and impact general ledger integrity.
• Deliver insightful financial analysis to support strategic decision making.
• Maintain strong relationships with auditors, regulators, vendors, and internal stakeholders.
• Champion continuous process improvement and technology‑driven solutions.

Advanced Analytical & Technical Expertise

• High‑level Excel proficiency (complex modeling, pivot tables, forecasting, and scenario analysis).
• Proven experience developing clear, data‑driven insights to support executive decision making.

• Deep understanding of CECL requirements, modeling, data inputs, documentation, and regulatory expectations.

• Demonstrated success leading organizational budgeting, forecasting, and multi‑year planning cycles.

• Experience overseeing multi‑branch accounting environments, including allocations, reconciliations, and process workflow improvement.

• Thorough understanding of payment‑system operations, risk exposure, and control‑audit readiness.

• Ability to evaluate and strengthen how non‑Accounting teams contribute to accurate general‑ledger reporting, with a focus on training, process design, and internal controls.

• Strong communication skills with the ability to translate complex financial information into actionable guidance for executives, managers, and staff.
• Demonstrated success building collaborative, high‑trust relationships across the organization.
• Commitment to a member‑centric, mission‑driven culture.

• Bachelor's degree in Accounting, Finance, or related field (Master's or CPA/CMA preferred).
• Minimum 7–10 years progressive leadership experience in accounting/finance.
• Prior experience in a credit union or banking environment.
• Demonstrated knowledge of GAAP, NCUA regulations, ALM, and financial‑institution risk management.

• A strong, collaborative executive team committed to innovation and organizational health.
• A mission‑driven credit union dedicated to being our members' financial partner for life.
• A stable asset size and the opportunity to influence strategic direction.
• Competitive compensation package, benefits, and professional development opportunities.