Chief Financial Officer

1 day ago


San Diego, California, United States Wheelhouse Credit Union Full time
Job Title: Chief Financial Officer

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

Key Responsibilities:
  • Direct the financial affairs of the Credit Union, ensuring compliance with federal and state laws.
  • Manage the Accounting/Finance and Risk and Compliance Departments, overseeing financial systems, practices, controls, and procedures.
  • Develop and implement financial strategies to drive growth and profitability.
  • Establish yearly financial objectives that align with our growth plans.
  • Oversee net worth and forecast analysis, ensuring accurate financial reporting.
  • Manage the annual budget, preparing and presenting monthly financial reports.
  • Act as the main contact with investment houses, financial institutions, and government agencies, exploring new investment opportunities.
  • Supervise the creation of reports, software implementation, and tools for budgeting and forecasting.
  • Ensure the accuracy of all financial and statistical reports for the Board of Directors.
  • 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.
  • Demonstrated leadership ability, confidence, and executive presence.
  • Professional written and verbal communication skills.
  • Excellent collaborative skills and the ability to build positive working relationships.

Salary: $176,409.00

Wheelhouse Credit Union is an equal opportunity employer. We are committed to diversity and inclusion in the workplace. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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