WHEELHOUSE CREDIT UNION:

Wheelhouse Credit Union was founded in 1934 to serve the City of San Diego employees as San Diego Municipal Employees Credit Union. Now 90 years later, we continue to be an integral part of the San Diego ecosystem, positively impacting the lives of our members, employees, community, and planet. We are San Diego Made, and proud.

Our brand reflects our relaxed, approachable, and inclusive culture. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives.

JOB SUMMARY:

The CFO is a key leader in shaping the strategic direction of the Credit Union. This person will report directly to the CEO and be a member of the leadership team. This person will oversee the financial operations of the Credit Union, including the management of the Accounting and Finance teams. The CFO ensures that all accounting systems, practices, controls, and procedures are in compliance with accepted financial principles and adhere to federal and state regulations.

IDEAL PERSONALITY:

The ideal candidate is a strategic, analytical, results-driven executive who takes initiative and leads with confidence. They possess a high level of integrity, keen attention to detail, and the ability to navigate complex financial landscapes with agility. A forward-thinking problem solver, they are continuously seeking opportunities to enhance processes and drive operational efficiency. With exceptional leadership and communication skills, they excel in high-pressure environments, balancing multiple priorities while fostering collaboration across teams.

JOB RESPONSIBILITIES:

Lead the Accounting and Finance teams in maintaining accurate records and implementing robust internal controls to safeguard the Credit Union’s assets.
Oversee the Finance and Accounting teams, providing leadership, mentorship and performance management. Conduct performance reviews, recommend compensation adjustments, and foster a culture of continuous learning and professional growth to ensure optimal team performance.
Extensive involvement in developing the organization’s strategic and business plans. Utilize forward looking models and activity-based analyses to provide financial insight into the Credit Union’s plans and operating budget. Provide data-driven recommendations that align with the Credit Union’s plans for short-term and long-term growth.
Serve as a member of the Credit Union’s Asset Liability Committee (ALCO), Salary Committee, Fair Lending Committee, Enterprise Risk and as a trustee of the 401(k) Plan.
Responsible for the Credit Union’s annual budget. Prepare and present monthly financial budgeting reports including monthly profit and loss by division, forecast vs. budget by division and weekly cash flow by division.
Create and establish yearly financial objectives that align with the Credit Union’s plan for growth and expansion.
Responsible for the oversight of net worth and analysis of forecasts.
Perform financial analysis of the Credit Union’s operations to ascertain financial performance, liquidity position, cash flow, budget performance, cost control and similar financial activities.
Regularly analyze policies and procedures, recommend necessary changes to the CEO, and develop new policies and procedures that result in a more efficient operation.
Act as the Credit Union’s chief liaison with investment houses, or other financial institutions, and appropriate government agencies concerning investments and securities. Explore new investment opportunities and provide recommendations on potential returns and risks.
Supervise creation of reports, software implementation and tools for budgeting and forecasting.
Oversee the preparation and communication of weekly, monthly, and annual financial statements.
Responsible for preparing and ensuring the accuracy of all financial and statistical reports included in the monthly Board of Directors agenda.
Responsible for compliance with laws and regulations applicable to the incumbent's area of management and supervision.
Coordinate audit activities with the Internal Auditor, examiners, external auditors, and Supervisory Committee.

JOB REQUIREMENTS:

Bachelor’s degree in Finance or Accounting required
Minimum of five years of progressively responsible experience in financial institution accounting and financial management, including supervisory and leadership roles, preferably within the credit union industry
Previous management and supervisory experience
Master of Business Administration (MBA) a plus
Certified Public Accountant (CPA) strongly preferred
Highly proficient with Microsoft Office Products including Excel and database programs
Significant experience working with budgets, forecasting, analysis, asset/liability management, and investments in the financial services industry
Demonstrate a thorough understanding of the Credit Union’s mission and vision, ensuring alignment with its values and objectives. Maintain strict adherence to confidentiality, security protocols, and professional standards of conduct and attire at all times.

WHY WORK AT WHEELHOUSE CREDIT UNION?

Wheelhouse Credit Union is a laid-back, San Diego made company that offers a supportive work environment focused on personal and professional growth. With a commitment to diversity and a positive workplace culture, Wheelhouse provides employees with the opportunity to thrive in a friendly and collaborative setting.

The compensation range for this position is $138,000 - $184,500, plus a bonus potential. The offer will ultimately be determined by the candidate’s experience, knowledge and skills.

Wheelhouse Credit Union offers a comprehensive benefits and compensation package, including:

Medical, Dental and Vision insurance
Generous Vacation and Sick Leave
12 Paid Holidays + Floating / Birthday Day Off
401(k) with Company Match
Tuition Reimbursement
Disability, AD&D and Life Insurance
Corporate Citizenship / Volunteering Program
Wellness Program
Discounted Fitness and Credit Union Services
Flexible Spending Account (FSA)
Employee Assistance Program (EAP)

https://www.wheelhousecu.com/

Wheelhouse Credit Union is an Equal Opportunity Employer

Wheelhouse Credit Union

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