Chief Financial Officer (CFO)

Elevate Credit Union•Brigham City, UT

4d•Onsite

About The Position

Elevate Credit Union is seeking a Chief Financial Officer (CFO) to lead its finance function. This role is ideal for an experienced financial leader, such as a Controller, Assistant Controller, Accounting Manager, or existing CFO, who is ready for increased organizational influence and responsibility for the entire finance department. The CFO will have a significant voice in strategic decisions and will work closely with the CEO. While credit union experience is not mandatory, a strong accounting foundation, sound judgment, integrity, and a history of managing significant financial responsibilities are essential. The right candidate will have the opportunity to learn the industry-specific systems, reporting, and regulations.

Requirements

A bachelor's degree in accounting, finance, or a related field.
Progressively responsible accounting or financial management experience, preferably in a Controller, Assistant Controller, Accounting Manager, CFO, or comparable role.
Direct ownership of financial statements, month-end close, budgeting, audits, general ledger functions, reconciliations, internal controls, and financial analysis.
The accounting depth and judgment to manage the finance function independently while learning credit-union-specific systems, reporting requirements, regulations, and practices.
Strong accounting knowledge and Excel skills.
The ability to research accounting issues, solve problems, manage competing priorities, and work effectively with minimal supervision.
Sound judgment about which decisions can be handled independently and which have broader strategic, financial, regulatory, or organizational implications.
Integrity.
Dependability, organization, analytical skills, self-motivation, and attention to detail.
Ability to take ownership, follow through, ask thoughtful questions, and remain curious.
Proactive and solution-focused approach.
Comfort working independently while remaining flexible and collaborative.
Ability to consider different perspectives, build productive working relationships, and support the broader team.
Ability to balance candor with judgment, raising concerns thoughtfully and respectfully with an eye toward practical solutions and long-term success.

Responsibilities

Lead and perform accounting, month-end close, financial reporting, budgeting, forecasting, and financial analysis.
Prepare financial statements, management reports, Board reports, and required regulatory financial reports.
Maintain strong internal controls and oversee general ledger activity, reconciliations, and the resolution of accounting issues.
Manage asset-liability activities, liquidity, investments, interest-rate risk, and CECL.
Chair the quarterly Asset Liability Management Committee and present financial information and recommendations.
Coordinate financial audits and regulatory examinations.
Manage accounts payable, tax reporting, loan participation accounting, and other key financial functions.
Provide financial analysis, recommendations, and strategic support to the CEO and leadership team.