Chief Financial Officer

• Manages the overall financial activities of the credit union, including the preparation and interpretation of financial statements, asset liability management, investing and budgeting
• Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives
• Prepares all credit union financial statements in accordance with GAAP and applicable federal and state regulatory laws for financial reporting
• Produces all financial and statistical reports for presentation to the Board of Directors
• Provides management with analysis and advice on the financial implications of business activities
• Responsible for the preparation of the annual budget along with financial forecasting
• Provides CEO with recommendations to strategically enhance financial performance and business opportunities
• Manages and optimizes the organization’s investment portfolio in order to achieve the organizational investment goals of liquidity, safety and return
• Oversees and manages the preparation and submission of the 5300 Call Report
• Prepares monthly reports and analysis to the ALCO committee
• Reports financial results at monthly board meetings
• Supervises the budget for the Finance, Accounting, and Operations departments to ensure they are consistent with the overall strategic plan and budget of the credit union
• Negotiates significant vendor contracts and completes the vendor management process 
• Other duties as may be assigned

• Education Required: Bachelors degree in Business Administration or related field, Certified Public Accountant (CPA) designation
• Education Preferred: Masters degree in Business Administration (MBA)
• Experience Required: 8 years of progressive, strategic management experience in an accounting or finance role

 
Knowledge, Skills and Abilities (KSAs):

• Ability to assess, plan and deliver strategic initiatives
• Ability to perform job functions independently 
• Ability to work as part of a team
• Ability to resolve complex problems with independent action
• Ability to effectively present information to employees, Senior Management and the Board of Directors
• Ability to verbally communicate effectively with internal and/or external members
• Ability to use computers and job-specific technology/software efficiently 
• Maintains confidentiality 
• Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements
• Ability to attract, develop and retain talent and build high performing teams

• Responsible for overseeing employees’ performance, identifying development areas, addressing employee relations issues and providing direction, support, training and regular coaching. 
• Responsible for communicating organizational needs and updates
• Supervises: Accounting Director, Operations Manager, and Finance Manager