Chief Financial Officer

• Set the overall financial strategy and translate business goals into actionable plans that support sustainable growth, profitability, and effective use of capital
• Serve as a key advisor to executive leadership and the board by delivering insights on financial performance, investment priorities, and strategic decision-making
• Direct all regulatory and statutory reporting activities, ensuring timely submissions, audit readiness, and strong internal control practices
• Lead budgeting, forecasting, and financial analysis efforts to provide clear visibility into results, trends, and performance gaps
• Oversee treasury activities, including liquidity planning, capital management, and balance sheet optimization aligned with organizational objectives
• Manage interest rate exposure and investment oversight to protect financial stability and support sound asset-liability decisions
• Partner with risk leaders to strengthen oversight across credit, market, and operational risk, while contributing to stress testing and capital planning initiatives
• Guide finance, accounting, FP&A, and treasury functions by building high-performing teams, reinforcing accountability, and advancing continuous improvement

• 15+ years of progressive financial leadership experience, including senior-level responsibility within banking or a federal credit union environment
• Proven background in financial strategy, controllership, reporting, and performance management for regulated financial institutions
• Strong knowledge of regulatory expectations and compliance standards applicable to banking or credit union operations
• Demonstrated experience overseeing budgeting, forecasting, variance analysis, and executive-level financial reporting
• Expertise in treasury management, liquidity oversight, capital adequacy, and balance sheet strategy
• Ability to collaborate effectively with boards, executive teams, auditors, and regulators on complex financial matters
• CPA designation strongly preferred
• Track record of leading multidisciplinary finance teams and driving operational discipline and measurable results

CPA designation

• Medical, vision, dental, and life and disability insurance
• Enrollment in company 401(k) plan
• Free online training