Chief Financial Officer
San Diego Metropolitan Credit Union - san diego, CA
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Position Purpose: Reporting directly to the CEO, the CFO plays a pivotal role in advancing the strategic direction of the Credit Union. Direct the financial affairs of the Credit Union. Management oversight and supervision of the work of the Accounting/Finance, and Risk and Compliance Departments. Maintain accounting systems, practices, controls, and procedures to conform to accepted accounting/financial principles in accordance with federal and state laws. Essential Duties and Responsibilities: Team Builder: Hire, train, and mentor the Accounting and Risk and Compliance Departments. Conduct performance reviews, recommend salary adjustments, and guide staff to achieve their best. Strategic Partner: Be an active member of the Credit Unions Asset Liability Committee (ALCO). Visionary Planner: Play a key role in shaping our strategic and business plans. Use forward-thinking models and analyses to provide financial insights that drive our growth. Goal Setter: Establish yearly financial objectives that align with our growth plans. Financial Analyst: Oversee net worth and forecast analysis. Performance Evaluator: Analyze our financial performance, liquidity, cash flow, budget, and cost control. Budget Guru: Manage the annual budget. Prepare and present monthly financial reports, including profit and loss, forecast vs. budget, and cash flow. Policy Innovator: Regularly review policies and procedures, recommend changes, and develop new ones for better efficiency. Investment Liaison: Act as the main contact with investment houses, financial institutions, and government agencies. Explore new investment opportunities and provide recommendations. Tech Savvy: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting. Communicator: Oversee the preparation and communication of financial statements. Accuracy Champion: Ensure the accuracy of all financial and statistical reports for the Board of Directors. Compliance Leader: Ensure compliance with all relevant laws and regulations. Audit Coordinator: Coordinate audit activities with internal and external auditors. Dynamic Contributor: Take on other exciting duties as assigned. Knowledge, Skills, and Abilities Required: Educational Background: Bachelors degree in finance or accounting required. MBA is a plus. CPA strongly preferred. Experience: Minimum five years of CFO experience in the financial services industry. Analytical Skills: Excellent analytical, reasoning, and problem-solving skills. Financial Expertise: Significant experience with budgets, forecasting, analysis, asset/liability management, and investments. Organizational Skills: Strong ability to manage multiple projects with multiple deadlines. Leadership: Demonstrated leadership ability, confidence, and executive presence. Ability to motivate staff. Communication: Professional written and verbal communication skills. Collaboration: Excellent collaborative skills and the ability to build positive working relationships.
Created: 2024-10-02