Chief Financial Officer

1 week ago


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

We are seeking a highly skilled and experienced Chief Financial Officer to join our team at Wheelhouse Credit Union. As a key member of our leadership team, the CFO will play a pivotal role in advancing our strategic direction and driving business growth.

Key Responsibilities
  • Financial Leadership: Direct the financial affairs of the Credit Union, ensuring alignment with our strategic objectives and regulatory requirements.
  • Team Management: Oversee the Accounting and Risk and Compliance Departments, providing guidance and support to ensure effective team performance.
  • Strategic Planning: Collaborate with the Asset Liability Committee (ALCO) to develop and implement financial strategies that drive business growth and profitability.
  • Financial Analysis: Analyze financial performance, liquidity, cash flow, budget, and cost control, providing insights to inform business decisions.
  • Reporting and Compliance: Ensure accurate and timely financial reporting, maintaining compliance with regulatory requirements and internal policies.
  • Investment Management: Act as the main contact with investment houses, financial institutions, and government agencies, exploring new investment opportunities and providing recommendations.
  • Technology and Innovation: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting, ensuring effective use of technology to drive business efficiency.
  • Communication and Collaboration: Oversee the preparation and communication of financial statements, ensuring clear and effective communication with stakeholders.
  • Compliance and Risk Management: Ensure compliance with all relevant laws and regulations, identifying and mitigating potential risks to the Credit Union.
  • Audit and Compliance: Coordinate audit activities with internal and external auditors, ensuring effective audit processes and compliance with regulatory requirements.
Requirements
  • Education: Bachelor's degree in finance or accounting required, MBA preferred, and CPA strongly preferred.
  • Experience: Minimum five years of CFO experience in the financial services industry.
  • Skills and Abilities: Excellent analytical, reasoning, and problem-solving skills, significant experience with budgets, forecasting, analysis, asset/liability management, and investments, strong ability to manage multiple projects with multiple deadlines, demonstrated leadership ability, confidence, and executive presence, ability to motivate staff, professional written and verbal communication skills, excellent collaborative skills, and understanding of the Credit Union's mission and vision.
  • Technical Skills: Proficiency with Microsoft Office Products and database programs.
Salary and Benefits

The salary for this position is $176,409.00 per year, with a comprehensive benefits package including health insurance, retirement plan, and paid time off.



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