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Senior Financial Director

1 month ago

San Diego, California, United States Wheelhouse Credit Union Full time
Job Overview

We are seeking an experienced and strategic Chief Financial Officer (CFO) to join our team at Wheelhouse Credit Union. As a key member of our leadership group, you will play a pivotal role in advancing the organization's financial direction and driving growth.

Responsibilities
  • Financial Leadership: Direct the financial affairs of the Credit Union, overseeing the Accounting/Finance and Risk and Compliance Departments.
  • Strategic Planning: Collaborate with the CEO and Asset Liability Committee (ALCO) to shape our strategic plans and drive business growth.
  • Goal Setting: Establish yearly financial objectives aligned with our growth plans.
  • Financial Analysis: Oversee net worth and forecast analysis, ensuring accurate financial insights.
  • Budget Management: Manage the annual budget, preparing and presenting monthly financial reports.
  • Policies and Procedures: Regularly review and recommend changes to policies and procedures for improved efficiency.
  • Investment Management: Act as the main contact with investment houses, exploring new opportunities and providing recommendations.
Requirements
  • Educational Background: Bachelor's degree in finance or accounting required; MBA and CPA strongly preferred.
  • Experience: Minimum five years of CFO experience in the financial services industry.
  • Skills and Qualifications: Excellent analytical and problem-solving skills, significant experience with budgets and forecasting, strong leadership ability, and professional written and verbal communication skills.
Benefits

This is an exciting opportunity to join our dynamic team and contribute to our continued growth and success. The estimated salary range for this position is $132,306 - $176,409 per year.