Chief Financial Officer

1 week ago


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

Job Summary:

The Chief Financial Officer (CFO) at Wheelhouse Credit Union plays a pivotal role in advancing the strategic direction of the organization. Reporting directly to the CEO, the CFO is responsible for directing the financial affairs of the Credit Union, including management oversight and supervision of the Accounting/Finance and Risk and Compliance Departments.

Key Responsibilities:

  1. Financial Leadership: Provide strategic financial guidance and oversight to ensure the Credit Union's financial stability and growth.
  2. Financial Planning and Analysis: Develop and implement financial plans, forecasts, and budgets to drive business decisions.
  3. Risk Management: Identify, assess, and mitigate financial risks to protect the Credit Union's assets.
  4. Compliance and Governance: Ensure compliance with regulatory requirements and maintain effective internal controls.
  5. Team Management: Lead and develop a high-performing finance team to achieve business objectives.
  6. Communication: Provide regular financial updates and insights to the CEO, Board of Directors, and other stakeholders.

Requirements:

  1. Education: Bachelor's degree in finance or accounting required; MBA or CPA preferred.
  2. Experience: Minimum five years of CFO experience in the financial services industry.
  3. Skills: Excellent analytical, leadership, and communication skills; strong financial expertise and technical skills.

Benefits:

  • Competitive salary range: $132,306.00 - $176,409.00/year
  • 401(k) with 5% match
  • Dental, health, and vision insurance
  • Employee assistance program
  • Employee discount
  • Life insurance
  • Paid time off
  • Referral program
  • Tuition reimbursement
  • Work-life balance

Work Environment:

  • Full-time position
  • Day shift, Monday to Friday
  • In-person work location


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