Location: Portland, Oregon
Organization Size: $300 million in assets
Status: Full-Time, Executive Leadership Team
Compensation: $180k - $220k
About the Opportunity
We are seeking an experienced, forward-thinking Chief Financial Officer (CFO) to lead our credit union's financial strategy, operational accounting, and long‑term fiscal health. As a key member of the Executive Leadership Team, the CFO plays a critical role in ensuring financial strength, regulatory compliance, data‑driven decision making, and high‑performance support across all departments.
This is an exceptional opportunity for a strategic leader who thrives in a collaborative, mission‑driven, member‑focused environment.
Key Responsibilities
- Provide executive oversight of all accounting, finance, ALM, and financial reporting functions.
- Lead budgeting, forecasting, and long-term financial planning.
- Oversee the Allowance for Credit Losses (CECL) methodology, modeling, implementation, and ongoing review.
- Direct the credit union's branch and departmental accounting processes to ensure accuracy, efficiency, and complete transparency.
- Review and monitor ACH and share draft systems, ensuring sound risk controls and operational alignment.
- Conduct holistic evaluations of how non‑Accounting departments interact with and impact general ledger integrity.
- Deliver insightful financial analysis to support strategic decision making.
- Maintain strong relationships with auditors, regulators, vendors, and internal stakeholders.
- Champion continuous process improvement and technology‑driven solutions.
Required Qualities & Skills
Advanced Analytical & Technical Expertise
- High‑level Excel proficiency (complex modeling, pivot tables, forecasting, and scenario analysis).
- Proven experience developing clear, data‑driven insights to support executive decision making.
CECL Leadership
- Deep understanding of CECL requirements, modeling, data inputs, documentation, and regulatory expectations.
Budgeting & Financial Planning
- Demonstrated success leading organizational budgeting, forecasting, and multi‑year planning cycles.
Branch / Department Accounting
- Experience overseeing multi‑branch accounting environments, including allocations, reconciliations, and process workflow improvement.
ACH & Share Draft Oversight
- Thorough understanding of payment‑system operations, risk exposure, and control‑audit readiness.
Cross‑Departmental Ledger Review
- Ability to evaluate and strengthen how non‑Accounting teams contribute to accurate general‑ledger reporting, with a focus on training, process design, and internal controls.
Leadership & Collaboration
- Strong communication skills with the ability to translate complex financial information into actionable guidance for executives, managers, and staff.
- Demonstrated success building collaborative, high‑trust relationships across the organization.
- Commitment to a member‑centric, mission‑driven culture.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (Master's or CPA/CMA preferred).
- Minimum 7–10 years progressive leadership experience in accounting/finance.
- Prior experience in a credit union or banking environment strongly preferred.
- Demonstrated knowledge of GAAP, NCUA regulations, ALM, and financial‑institution risk management.
Why Join Us?
- A strong, collaborative executive team committed to innovation and organizational health.
- A mission‑driven credit union dedicated to being our members' financial partner for life.
- A stable asset size and the opportunity to influence strategic direction.
- Competitive compensation package, benefits, and professional development opportunities.
