Chief Lending Officer

Blue Eagle Credit Union•Roanoke, VA

About The Position

Our Chief Financial Officer serves as the Credit Union's primary financial strategist. The CFO is challenged with balancing profitability with a member-focused mindset and delivering ongoing data-driven insights of our financial position. This key executive role oversees all risk assessments and internal controls that safeguard long term member confidence which allows our team to continue to offer better, faster, easier, more affordable solutions. Key job functions include, but are not limited to: Similar to how our storybook lending strategy breaks down our member’s loan situation during underwriting, our CFO will bring the financials alive to the team and board with each reporting period through accurate visual and written communication while also providing encouraging quarterly goal progression updates. Approachable leader for the credit union on all things related to finance, accounting, budgeting, audits, taxes, insurance, and risk management. Subject matter expert in complying with industry, accounting, and Blue Eagle Credit Union regulations, policies, reporting requirements and procedures. Leverages emerging technologies to automate transactional tasks, increasing team bandwidth to focus on more high-yielding initiatives. Lives the Blue Eagle Credit Union Brand in developing and executing the Asset Liability Management program, Investment portfolio, and other Finance related reports and policies. Lifelong learner willing to mentor and advance the technical and professional skills of direct reports in Finance and Compliance throughout their career.

Requirements

Bachelor’s degree in Finance, Accounting, or Economics required
Deep technical mastery of NCUA regulatory frameworks
Proven expertise in developing Board-approved investment policies and multi-year financial forecasting
Senior financial leadership experience
Expert in Enterprise Resource Planning (ERP) systems
Engaging personality with exceptional communication skills with the ability to lead and influence others

Nice To Haves

CPA or MBA strongly preferred
Applicable experience in the credit union or banking industry

Responsibilities

Bring the financials alive to the team and board with each reporting period through accurate visual and written communication.
Provide encouraging quarterly goal progression updates.
Serve as an approachable leader for the credit union on all things related to finance, accounting, budgeting, audits, taxes, insurance, and risk management.
Ensure compliance with industry, accounting, and Blue Eagle Credit Union regulations, policies, reporting requirements and procedures.
Leverage emerging technologies to automate transactional tasks, increasing team bandwidth to focus on more high-yielding initiatives.
Develop and execute the Asset Liability Management program, Investment portfolio, and other Finance related reports and policies.
Mentor and advance the technical and professional skills of direct reports in Finance and Compliance throughout their career.
Serve as a positive role model and display servant leadership daily as a member of the Executive Team.
Use accuracy over speed logic while placing priority on deadlines and exceeding leadership expectations.
Actively participate in initiatives within the credit union and community that align with our Mission (Delivering Solutions), Vision (Enriching Lives) and Core Values (Quality Service, Respect, Integrity, Compassion, Education).