What are the responsibilities and job description for the Chief Financial Officer position at Kelly Community FCU?

Job Description

Chief Financial Officer (Full Time / On-Site)

We are seeking an individual to lead and manage our Credit Union's financial stewardship - overseeing accounting, IT, HR, treasury management, and strategic financial planning. The talent we seek for the Chief Financial Officer is a reliable, prudent, and focus-driven individual. Our Chief Financial Officer must build strong relationships and recognize the importance of people and their value to our team. A successful Chief Financial Officer ensures the credit union's financial reporting aligns with required accounting practices, safeguards all assets, and optimizes profitability. The CFO is responsible for oversight of the organization's budgeting, asset / liability management, and financial control activities and answers to credit union's leadership for the CFO role's ownership of all major duties and responsibilities. If you thrive in fast-paced environment, demonstrate intuitive and judicial abilities, are observant, reliable, prudent, and determined to take on challenges and see them thru to the end, and are seeking to inspire your team with a clear vision and foster the culture we have for our credit union, then we invite you to consider joining our Kelly Community family!

Company Highlights

At Kelly Community, we're proud to be a locally operated business, deeply rooted in our community. Kelly Community Federal Credit Union is a local financial institution ranked as one of the top-rated, financially sound financial institutions in the United States. Located in Tyler, Texas, our organization has consistently grown year after year. At over $170 million in assets, Kelly Community is a full-service banking institution offering a large suite of financial products and services. Our focus is fulfilling our mission statement : We care for members like family! Our values are Big Heart, Team Player, and Excellence.

Not only do our members love us, but our employees do too! Kelly Community is seeking talented individuals who will craft a bridge between the individual's strengths and how they approach the work they do for us. We offer a competitive and comprehensive salary and benefits package, and Kelly Community is consistently rated among our employees as a great place to work through annual evaluations. If you are looking for a place with purpose to live out the credit union philosophy of people helping people, apply with us! We can’t wait for you to join our family!

Chief Financial Officer Qualifications Summary

Education

Bachelor’s degree in finance, business administration, or a related field, or equivalent experience.

Experience

Minimum of 7 years of experience in finance, accounting, or a related field, with at least 3 years in a management role, preferably within a credit union or financial services environment. Preference given to candidates exhibiting knowledge in Credit Union products, services, and applicable regulations, workable knowledge in U.S. GAAP, financial reporting, and regulatory compliance with an understanding of federal regulations affecting credit unions, including the NCUA and FASB guidelines, having experience managing investment portfolios, liquidity, and risk mitigation strategies and expertise in asset and liability management, familiarity with HR best practices and IT systems, including cybersecurity and operational efficiency tools and experience overseeing IT infrastructure in financial institutions, and strong negotiation skills with a track record of securing favorable contracts in similar organizations.

Required Qualifications / Skills

Adept leadership
Ability to lead cross-functional teams
Ability to manage complex projects
Exceptional and effective communication with stakeholders at all levels both written and verbal / oral
Proficient in using MS Office Suite including Word, Excel, Outlook, Teams
Able to analyze data and prepare reports
Efficient time management and organizational skills

Preference given to candidates exhibiting knowledge in Credit Union products, services, and applicable regulations, workable knowledge in U.S. GAAP, financial reporting, and regulatory compliance with an understanding of federal regulations affecting credit unions, including the NCUA and FASB guidelines, having experience managing investment portfolios, liquidity, and risk mitigation strategies and expertise in asset and liability management, familiarity with HR best practices and IT systems, including cybersecurity and operational efficiency tools and experience overseeing IT infrastructure in financial institutions, and strong negotiation skills with a track record of securing favorable contracts in similar organizations.

Chief Financial Officer Position Classification : Executive (Exempt); Full-time, onsite with availability to work 45 hours or more / week depending on business needs.

Compensation : DOE, Paid bi-weekly

Benefits and Leaves :

Medical, Dental, Vision, Disability Plans, and Voluntary Insurance - eligible on the 1st of the month following the initial 30 days of employment with the credit union

Basic Life / AD&D paid by employer

Retirement - 401k with employer match up to 5% after 90 days as a payroll employee

Optional Critical Illness / Cancer or Accidental Supplemental Insurance available

Paid Vacation, Sick, Bereavement, Jury Duty, Volunteer, and Paid Holidays (11 annually)

Items to Review Before Proceeding

Please review the following attachments before proceeding with your application :

Job Description(s)

Summary of Your Rights Under the Fair Credit Reporting Act

Kelly Community Federal Credit Union Selection Process

Kelly Community Federal Credit Union Application Process

The following is our typical selection process and timeline. Please keep in mind, this timeline and process may vary from position to position.

Initial Screening (within 3 business days of application)

Skills Testing (based on applicants scheduling of skills testing. No more than 5 days)

Telephone Screening (within 3 business days of passed skills testing)

Profile Assessment (within 3 business days of passed interview)

1st Interview (Approximately 3-5 business days or dependent on the number of applicants; please refer to job posting for any scheduled dates)

Follow-up interview (within 5 business days of profile assessment. Dependent on position;

not required in all processes)

Typical time to hire if the candidate passes all processes : 21 days to hire

Salary : $170

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