Chief Financial Officer
3 days ago
Job Title: Chief Financial Officer
Job Summary:
The Chief Financial Officer (CFO) plays a pivotal role in advancing the strategic direction of Wheelhouse Credit Union. Reporting directly to the CEO, the CFO directs the financial affairs of the Credit Union, overseeing the Accounting/Finance and Risk and Compliance Departments.
Key Responsibilities:
- Manage accounting systems, practices, controls, and procedures to conform to accepted accounting/financial principles.
- Lead the Accounting and Risk and Compliance Departments, conducting performance reviews and recommending salary adjustments.
- Participate in the Credit Union's Asset Liability Committee (ALCO) and contribute to strategic and business planning.
- Establish yearly financial objectives and oversee net worth and forecast analysis.
- Manage the annual budget, prepare and present monthly financial reports, and ensure compliance with all relevant laws and regulations.
Requirements:
- Bachelor's degree in finance or accounting required; MBA is a plus; CPA strongly preferred.
- Minimum five years of CFO experience in the financial services industry.
- 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 and demonstrated leadership ability.
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