Job Information
SAN DIEGO METROPOLITAN CREDIT UNION Chief Financial Officer in San Diego, California
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.