SVP Finance - CFO

Mid Oregon Credit Union•Bend, OR

1d•Hybrid

About The Position

This role leads the Accounting, Financial Analyst, Risk Management, Compliance and Audit Teams in planning, development, implementation, reporting and maintenance on all aspects of credit union financial and risk matters. Provides information to analyze and forecast financial trends, control risk and ensure profitability. As an organizational leader, is responsible for working effectively with all stakeholders, reporting key results to the organization, and achieving the key objectives of the organization. Serves as a member of the executive team. This position is eligible for the hybrid work program. As a member of the executive team, assist the President in preparing short-term and long-range strategic planning; establish a budget for lending departments and initiatives and ensures that budgeted goals are achieved, and cost objectives are met. Develop and monitor all lending departmental budgets. Attend board meetings and report on assigned areas of responsibility.

Requirements

10–15 years of similar or related experience.
Experience with financial governance, supervisory management, financial projections, strategic planning, and compliance management.
Experience leading initiatives involving both technical and business stakeholders.
Proficiency developing and overseeing financial, statistical and accounting records.
Financial Leadership such as strategic financial planning, budgeting and forecasting, and financial statement analysis, including strong understanding of lending and deposit operations.
Data & Financial Analytics such as modeling, KPI development, scenario planning, forecasting, and trend analysis.
Effective risk, issue, dependency, and decision management skills.
Compliance and Regulatory knowledge of NCUA regulations, BSA, Consumer financial regulations, and policy and procedure oversight.
Expertise in Asset Liability Management (ALM); Liquidity and capital planning; Enterprise Risk Management (ERM) leadership; Treasury and investment portfolio management; and understanding of FFIEC guidance.
Speaking on the telephone approximately 20% percent of workday.
Continuous sitting, standing, talking, and listening for extended periods of time.
Use of hands in repetitive tasks such as typing and writing.
Speaking, and hearing for interaction with members and coworkers.
Clarity of vision at 20 inches or less for processing of member transactions and computer usage.
Memory demands in recalling Credit Union policies, services, and state and federal regulations.
Occasional lifting up to 35 pounds to move supplies or office equipment.
Bending, squatting, or kneeling to reach supplies on ground level.
Reaching above shoulder level to reach supplies overhead.

Nice To Haves

Executive-level experience at a credit union, bank, or regulated financial institution, reporting directly to CEO, Board of Directors, Supervisory Committee.
Experience managing organizational growth, mergers, acquisitions, or significant business transformations.
Microsoft Office Proficient.
May need to shovel snow occasionally outside the office to clear sidewalks, etc.

Responsibilities

Leads the Accounting, Financial Analyst, Risk Management, Compliance and Audit Teams.
Plans, develops, implements, reports, and maintains all aspects of credit union financial and risk matters.
Provides information to analyze and forecast financial trends, control risk and ensure profitability.
Works effectively with all stakeholders, reporting key results to the organization, and achieving the key objectives of the organization.
Serves as a member of the executive team.
Assists the President in preparing short-term and long-range strategic planning.
Establishes a budget for lending departments and initiatives and ensures that budgeted goals are achieved, and cost objectives are met.
Develops and monitors all lending departmental budgets.
Attends board meetings and reports on assigned areas of responsibility.