Chief Financial Officer

3 days ago


San Diego, California, United States Wheelhouse Credit Union Full time
About the Role

We are seeking a highly skilled and experienced Chief Financial Officer to join our team at Wheelhouse Credit Union. As a strategic leader, you will play a pivotal role in advancing the Credit Union's financial strategy and direction.

Reporting directly to the CEO, you will oversee the financial affairs of the Credit Union, managing accounting systems, practices, controls, and procedures to conform to accepted accounting/financial principles in accordance with federal and state laws.

Key Responsibilities
  • Hire, train, and mentor the Accounting and Risk and Compliance Departments.
  • Conduct performance reviews, recommend salary adjustments, and guide staff to achieve their best.
  • Be an active member of the Credit Union's Asset Liability Committee (ALCO).
  • Play a key role in shaping our strategic and business plans, using forward-thinking models and analyses to provide financial insights that drive growth.
  • Establish yearly financial objectives that align with our growth plans.
  • Oversee net worth and forecast analysis.
  • Analyze our financial performance, liquidity, cash flow, budget, and cost control.
  • Manage the annual budget, preparing and presenting monthly financial reports, including profit and loss, forecast vs. budget, and cash flow.
  • Regularly review policies and procedures, recommending changes and developing new ones for better efficiency.
  • Act as the main contact with investment houses, financial institutions, and government agencies, exploring new investment opportunities and providing recommendations.
  • Supervise the creation of reports, software implementation, and tools for budgeting and forecasting.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in finance or accounting, with an MBA 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, with the ability to motivate staff.
  • Professional written and verbal communication skills.
  • Collaborative skills and the ability to build positive working relationships.
  • Understanding of the Credit Union's mission and vision, with adherence to confidentiality, security, professional conduct, and dress code.
  • Proficiency with Microsoft Office Products and database programs.
What We Offer

We offer a competitive salary range of $132,306.00 - $176,409.00/year, commensurate with experience, and a dynamic work environment that fosters growth and collaboration.



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