Company Description
KeyPoint Credit Union, based in Silicon Valley, is a member-focused financial institution with assets of $1 billion and over 58,000 members across California. We are committed to improving lives through a comprehensive range of financial products, competitive rates, low fees, and personalized service. With members including industry leaders like Apple and Google, we also serve individuals who live, work, study, or worship in various California regions. Our branches span six locations in Silicon Valley and additional sites in Dublin, Folsom, and Goleta. Recognized as a Top Workplace by Bay Area News Group multiple times, we are dedicated to excellence for both our members and employees.
Role Description
We are currently seeking a dynamic Chief Financial Officer (CFO) to lead our Finance Division and participate as a member of our Executive Management Team at KeyPoint Credit Union headquartered in Silicon Valley. The CFO is the credit union leader for financial oversight and alignment. Primary to the role will be strategic balance sheet planning / management, fiscal risk management (inclusive of Interest Rate Risk), budgeting, financial reporting. In addition to leading our Finance and Accounting teams, this position also has oversight of our Wealth Management Group, facilities, and risk management.
The CFO collaborates with other members of the Executive Management Team to improve profitability, financial control and provide actionable recommendations on both strategy and operations.
Responsibilities:
· Provides complete analysis of financial results to the executive leadership team and the Board of Directors
· Sets financial strategy in collaboration with the CEO and COO
· Manages financing strategies and activities as well as banking relationships
· Leads the finance and accounting functions including financial reporting, budgeting, forecasting, cash flow and treasury management
· Oversees the preparations of month-end, quarter-end and year-end financial statements
· Drives financial decisions by establishing, monitoring, and enforcing policies and procedures to ensure sound business practices.
· Executive liaison for the Supervisory Committee, overseeing risk and audit functions
· Oversee the Wealth Management Program
Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)
Work environment: indoor office
Work position: standing 15%, walking 15 %, sitting 70%. Minimal lifting ~30lbs., some carrying, bending, reaching, kneeling/squatting and climbing stairs/ladders.
Minimum Requirements:
· Bachelor’s degree required, emphasis in accounting, finance, business or a related field preferred
· Minimum of 15 years of experience in financial management with increasing responsibilities
· Minimum of 10 years supervisory experience
· CPA desired
· Extensive financial modeling and data analysis required
· Exposure to hedging and derivatives markets
· Extensive experience in managing risk, with an emphasis in managing interest rate risk
· Prior experience as a VP/CFO is preferred
· Demonstrated success as a financial leader in a complex matrix business environment
· Excellent interpersonal and relationship building skills
· Ability to communicate effectively and influence at all levels of the organization and across business units
· Ability to think strategically, develop strategic plans and execute with a strong sense of urgency and focus on achieving results
· Strong operational expertise and project management experience
· Strong organizational skills with focused attention to detail
· Ability to multi-task in a fast-paced environment
· Strategic thinker with excellent written, verbal communication and presentation skills
· Exceptional service and relationship building skills
· Ability to manage, develop, coach & mentor a diverse and virtual team.
