• Develop and implement financial strategies to support the credit union's long-term goals and objectives.
• Lead the annual budgeting process and ongoing financial forecasting to ensure alignment with strategic priorities.
• Analyze financial data and market trends to identify opportunities for growth and risk mitigation.
• Oversee the preparation and presentation of accurate and timely financial reports to the executive team, board of directors, and regulatory agencies.
• Conduct comprehensive financial analysis to assess performance, identify areas for improvement, and make recommendations for strategic action.
• Develop and maintain effective risk management policies and procedures to safeguard the credit union's assets and ensure compliance with regulatory requirements.
• Stay abreast of regulatory changes and industry best practices to proactively address compliance issues and mitigate risks.
• Manage the credit union's liquidity, cash flow, and investment portfolio to optimize returns while maintaining appropriate levels of liquidity and risk.
• Develop and implement investment strategies to maximize returns on surplus funds in accordance with the credit union's risk tolerance and investment policies.
• Provide strong leadership and guidance to the finance/accounting and compliance teams, fostering a culture of collaboration, accountability, and professional development.
• Cultivate a high-performance team by setting clear expectations, providing regular feedback, and supporting employee growth and career advancement.

• Bachelor's degree in finance, accounting, business administration, or a related field; MBA or CPA preferred.
• A minimum of 10 years of progressive experience in financial management, preferably within the banking or financial services industry.
• Demonstrated expertise in financial analysis, budgeting, forecasting, and strategic planning.
• Strong understanding of regulatory compliance requirements and risk management practices within the financial services sector.
• Excellent leadership, communication, and interpersonal skills, with the ability to collaborate effectively across all levels of the organization.

• Competitive salary and benefits package.
• Opportunity to make a significant impact on the growth and success of the institution.
• Collaborative and inclusive work environment.

Job Summary