Are We the Place for You?

A well-established, community-focused credit union on the West Coast seeks its next Chief Financial Officer (CFO). With over $1 billion in assets and a long history of serving members across multiple counties, the credit union is dedicated to fostering financial well-being and supporting economic growth in its communities. This role requires an on-site presence for a professional who resides within the community served by the credit union. 

As a mission-driven institution, the credit union's designations reflect its commitment to financial inclusion and community development. It also maintains a strong reputation for empowering local businesses through specialized lending programs.

This confidential search seeks a strategic financial leader with expertise in financial management, regulatory compliance, and collaborative leadership. The ideal candidate will be passionate about advancing the credit union’s mission and ensuring long-term financial success.

Is This the Career for You? 

The Credit Union seeks a strategic leader to oversee and advance key financial functions, including financial planning and strategy, data analytics and business intelligence, risk management and compliance, and performance management. This leader will develop, implement, and maintain financial strategies that drive sustainable growth, optimize resources, and align with a member-centric focus on delivering high-quality financial services. Experience in areas like grant writing is a plus.

The Chief Financial Officer will work closely with senior leadership to integrate financial planning, risk management, and performance metrics into the credit union's overall strategy. This role will actively support a culture of accountability, sustainability, and social responsibility, ensuring that the credit union’s financial health is balanced with community impact. Regular communication of financial insights, data-driven recommendations, and KPIs to Executive Management will enable well-informed, proactive decision-making.

This role calls for a forward-thinking, approachable leader who successfully transforms and modernizes financial operations. The incoming CFO will revitalize and streamline an outdated and complex accounting and finance department, apply best practices, and drive operational efficiency.

Help Us Get to Know You

Please submit your resume or LinkedIn profile, highlighting 5-10 years of relevant experience in financial leadership. Candidates will possess a bachelor’s degree in business, finance, or a related field; equivalent industry-recognized certifications such as CFA or an advanced degree. Proven expertise in financial planning, compliance, risk management, BSA/AML, fraud prevention, and internal audit within the financial services sector is also desirable.

The starting salary range is approximately $210,000 to $250,000.