Chief Financial Officer

Title

Chief Financial Officer (CFO)

Reports to

President / CEO

Supervises

Vice President of Accounting, Director of Finance

Status

Exempt

Objective

The Chief Financial Officer (CFO) serves as an integral member of the Executive Management Team and is responsible for shaping the overall vision, planning, and leadership of the Credit Union's financial health. Through dynamic and hands‑on involvement, the CFO participates actively in establishing and executing major goals and objectives of the Credit Union, with a focus on all aspects of financial management.

The CFO oversees accounting, asset and liability management, budgeting, capital expenditures, investments, pricing, projections, profitability, liquidity risk, and regulatory management, as well as other departments and financial systems that reflect the Credit Union's financial position. The CFO ensures compliance with all state and federal regulations and reviews the soundness, adequacy, effectiveness, and proper application of financial controls. Additionally, the CFO leads the development and implementation of effective operational planning and directs all back‑office operations related to electronic banking services, including treasury services, ACH, share draft, wire transfer, ATMs, and associated vendor relationships. The CFO also directs and evaluates the performance of the Accounting, Electronic Banking, and Finance Departments.

Duties and Responsibilities

• Develops and implements effective financial strategies, objectives, policies, and procedures for the organization
• Assists Senior Management in developing short and long‑term goals and objectives
• Manages the Credit Union's investment portfolios in conjunction with established Asset Liability strategies, while executing securities and other investment purchases within policy limitations
• Leads the Asset and Liability Committee (ALCO) as well as the Loan and Share Committees

Serves as a member of various organizational committees including :

Relates to others beyond giving and receiving instructions :

Required Qualifications

Desired Qualifications

Education and / or Experience

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

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