Chief Financial Officer
Horizon Credit Union
full-time
Posted on:
Location Type: Hybrid
Location: Spokane Valley • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $270,173 - $459,295 per year
Job Level
Lead
About the role
- Develop and execute financial strategies that align with the credit union’s mission, vision, and strategic goals
- Develop credit union Strategic Plan in collaboration with Senior Management Team and Board of Directors
- Collaborate with the executive team to drive sustainable growth, profitability, and member value
- Provide financial insights and recommendations to the CEO and Board of Directors to inform decision-making
- Oversee budgeting, forecasting, and financial modeling processes to ensure accurate and timely financial reporting
- Monitor financial performance against strategic and operational goals, identifying opportunities and risks
- Lead the evaluation of new business opportunities, including mergers, acquisitions, and investments
- Ensure accurate and timely preparation of financial statements in compliance with GAAP and regulatory standards
- Direct the management of accounts, payroll, and internal financial controls
- Serve as the primary liaison with external auditors and regulatory agencies during examinations
- Oversee liquidity management, capital adequacy, and interest rate risk strategies
- Optimize investment portfolios and funding strategies to meet long-term goals
- Manage the credit union’s cash flow, ensuring alignment with operational needs and regulatory requirements
- Support compliance with all applicable laws, regulations, and internal policies
- Collaborate with risk management team to identify, assess, and mitigate financial and operational risks
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum ten years of progressive leadership experience in financial management within the banking or financial services industry.
- Demonstrated leadership and in-depth knowledge of bank financial operations, regulatory compliance and financial risk management practices.
- Master of Business Administration (MBA) or Certified Public Accountant (CPA) designation preferred.
- Deep understanding of credit union regulations (NCUA, DFI, CFPB) and GAAP
- Expertise in financial forecasting, budgeting, and advanced financial modeling
- Strong interpersonal and communication skills, with the ability to influence stakeholders at all levels
- Proficiency with financial systems and tools, including core banking software and ALM systems
- Strong analytical and problem-solving skills, with the ability to assess complex data, provide actionable insights, and make sound recommendations
- Exceptional communication and presentation skills, with experience engaging executive leadership and Boards of Directors.
Benefits
- Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
- Telemedicine for part-time employees
- Paid Group Life and Disability Insurance
- Employee Assistance Program
- Tuition Reimbursement Program
- 401K Retirement Savings
- Employer 401K Retirement Contributions & Matching upon eligibility
- Discretionary Annual Incentive Bonus based on eligibility criteria
- Paid Time Off per Full Calendar Year: § 10 hours of PTO per month (prorated for reduced full-time and part-time) § Paid Birthday Holiday § 2 Paid Wellness Days § Up to 24 hours of Paid Volunteer Time annually § 11 Paid Holidays
- And More!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial strategiesbudgetingforecastingfinancial modelingfinancial reportingfinancial performance monitoringliquidity managementcapital adequacyinterest rate risk managementinvestment portfolio optimization
Soft skills
leadershipinterpersonal skillscommunication skillsanalytical skillsproblem-solving skillsinfluencing stakeholderspresentation skills
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceMaster of Business Administration (MBA)Certified Public Accountant (CPA)