Are We the Place for You?

Intrepid Credit Union ($311M; Helena, MT) is seeking our next Chief Financial Officer. As a service-minded credit union with 6 branches serving 19 counties across Montana (and prominent in the cities of Helena, Bozeman, and Billings), Intrepid boasts an expansive field of membership. This combination of strong resources and tremendous untapped market potential puts the credit union in an ideal position for continued growth. At Intrepid, we have established a culture that is genuine and welcoming. Collaboration is part of our DNA and central to everything we do. 

Originally established in 1936 as Helena U.S. Employees Federal Credit Union, Intrepid has remained dedicated to top-of-class service. As the organization’s name changed, the commitment to our growing field of membership never altered. In 2019, the shift to Intrepid Credit Union positioned the credit union to serve an even greater field of membership.

Guided by our mission to “provide for today and protect for tomorrow,” Intrepid Credit Union proudly serves the financial needs of more than 17,000 members by adhering to our core values: Respect, Trust, Integrity, Empathy, and Service.

Located in the heart of Montana, the successful candidate will have the opportunity to live anywhere in our beautiful field of membership, enjoying breathtaking scenery, easy access to the outdoors, and an unparalleled quality of life under the Big Sky.

Is This the Career for You?

Being the Chief Financial Officer at Intrepid Credit Union is the ideal role for a strategic financial leader who understands how to collaborate with others to develop and execute effective strategies, actions, programs, and processes that will help Intrepid achieve all its business objectives.

Overseeing all elements of finance and accounting, the CFO will help the credit union reach its growth, profitability, and financial performance objectives. A solutions-based, inclusive leader, you will use your role to research, evaluate, recommend and implement financial/accounting solutions and opportunities for growth to the Intrepid Leadership Team and the Board of Directors.

Guided by the strategic plan and regulatory requirements, and in partnership with the executive team and direct reports, this leader will administer the credit union investment portfolio, asset/liability management system, and accounting information system.

This position requires strong leadership skills, the ability to facilitate long-term growth goals, contribute to strategic planning, and demonstrate strong execution skills. The CFO will collaborate with the rest of the executive leadership team, staff at all levels, and the board of directors, reporting directly to the CEO. Thorough knowledge of effective accounting principles (GAAP), financial accounting standards, state and federal regulations, and advanced mathematical skills (including investment yield and performance, investment strategy, and interest rate forecasting) will be key to doing the job well. A strong ability to analyze and communicate complex thoughts in a straightforward way is highly desirable.

Help Us Get to Know You

If this sounds like your next career step, submit your resume or link to your LinkedIn profile that demonstrates your proven leadership of strong financial strategy and your interpersonal skills. We are looking for candidates with a background in accounting, finance, business, or similar. A bachelor’s degree is preferred but not required. Candidates should also have 5-10 years of work experience, with ideal candidates having worked for a financial institution.