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Chief Financial Officer Apply to This Job

Company: ExecuNet
Location: Pleasanton
Posted on: April 27, 2021

Job Description:

Company: Consumer Retail Banking, Pleasanton, CA Remarks: To direct the financial affairs of the Credit Union to achieve the credit union's strategic goals; to establish major economic and financial objectives and policies for the Credit Union. Responsible for planning, implementing, managing and controlling the credit union's financial-related activities, including financial reporting, budgeting, liquidity management, asset/liability management, Allowance for Loan Losses, regulatory reporting, and investments. The CFO will be heavily involved in regulatory examinations and the annual financial audit. Works with and presents to the Board of Directors and Board Committees In addition to the Finance and Accounting function, the CFO may be responsible for other areas of the credit union's operations.

Essential Functions & Responsibilities:

  • Direct and oversee all aspects of the Finance & Accounting functions of the organization; Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives. Develops department staff for continued growth and efficient operation of the department.
  • Responsible for the Allowance for Loan Losses methodology and calculation to ensure adequacy of the Allowance and compliance with applicable regulations and standards.
  • Prepares financial reports and annual budget; ensures complete and accurate financial, statistical, and accounting records of the Credit Union.
  • Directs the Credit Union's investment activities to meet liquidity, ALM, and income needs.
  • Establishes finance operational strategies by evaluating trends; establishing critical measurements; Formulates and executes investment policy; prepares financial forecasts.
  • Works with auditors/examiners on year-end and comprehensive audits and examinations.
  • Prepares material and presents to the Board of Directors and Board committees; participates in the annual strategic planning process and creation/monitoring of strategic initiatives.
  • Reviews operational procedures to obtain optimum efficiency and reduced costs.
  • Writes, reviews, and distributes financial policy and procedure statements to ensure regulatory and policy compliance.
  • Implements and reviews risk management initiatives.
  • Analyzes department budgets and allocates operating budget.
  • Oversees reporting to regulatory authorities and to the Board.
  • Performs other job related duties as assigned. Knowledge and Skills:
    • Ten years to fifteen years of similar or related experience
    • BA/BS in related field required. Master's preferred
    • Knowledge and understanding of credit union operations, especially lending and compliance/risk
    • High level of integrity and dependability with a strong sense of urgency and results-orientation
    • Results-oriented, strategic thinker and planner
    • Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
    • Exceptional verbal and written communication skills.
    • Excellent analytical and people skills, and self-direction are required.
    • Must be proficient with MS suite and other accounting software.
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Keywords: ExecuNet, Pleasanton , Chief Financial Officer Apply to This Job, Accounting, Auditing , Pleasanton, California

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