Company Overview
Numerica Credit Union is a member-owned, not-for-profit financial cooperative with over $4 billion in assets serving more than 170,000 members across Washington state and Northern Idaho.
With a focus on community involvement and financial well-being, the Company offers a full suite of financial products and services for individuals and businesses. Numerica’s wide range of personal and commercial offerings include mortgages, various loans, checking and high-yield savings accounts, credit cards, retirement and investment services and other business products.
Numerica is headquartered in Spokane Valley, Washington with locations spread across Eastern Washington, Central Washington, and North Idaho.
https://www.numericacu.com/about
The Opportunity
Numerica seeks to recruit a CFO) who will play a key role in driving short-term results, long-term growth and profitability of the organization. The CFO is a critical contributor among the leadership team, with full responsibility for leading and managing Numerica’s financial function in alignment with the company’s overall strategic agenda. The CFO will oversee all aspects of finance, treasury, accounting, and financial reporting. Additionally, this individual will function as a key player in developing the overall strategic direction of Numerica. This position advises and reports directly to the President/CEO.
The ideal candidate will be a highly engaged and collaborative leader, someone who brings an innovative and intelligent point of view and a healthy level of skepticism to the decision-making process. The CFO will be tasked with continuing to elevate the overall performance, sophistication, and positive impact of the organization.
The CFO must operate with the utmost integrity, bring influential and effective interpersonal skills, possess refined emotional intelligence, and have an impressive history of team leadership.
More specifically, key responsibilities will include:
- Work closely with all leadership of the Credit Union, including the Board of Directors. Identifies the C-suite as their #1 team, building a strong level of team health while focusing on overall organizational results.
- Ensure accurate and compliant financial management by performing all accounting duties in accordance with GAAP, regulatory requirements, and CEO-established standards. Responsibilities include maintaining timely and reliable records of assets, liabilities, income, expenses, and reserves, as well as ensuring the accounting and data processing systems comply with all applicable federal and state regulations and financial management standards
- Oversee the accounting, treasury, and finance functions. Manage, develop and monitor the performance and strategic plans for each area under supervision. Ensure accurate, timely reporting on activities to the President/CEO, other senior executives, and the Board of Directors.
- Develop meaningful financial goals and establishes realistic profitability and growth targets. Effectively coordinate the credit union’s financial planning processes and manage the creation of financial forecasts and the annual budget. Administer and direct the budget management process.
- Provide financial analysis to identify and explain budget variances and financial trends. Enhance reporting systems and methodologies, including organizational, product and member profitability. Maintain cost allocations and funds transfer pricing methodologies and management reporting framework.
- Work with Asset/Liability Committee to effectively address asset-liability management, interest rate risk, liquidity, and capital adequacy. Evaluate and oversee credit union balance sheet management including pricing strategies, capital markets and secondary market loan sales, and development of balance sheet mix targets.
- Work closely with external auditors, federal and state credit union examiners to ensure the credit union is in compliance with prescribed accounting methods set out in regulation, law, FASB rules, and generally accepted accounting principles.
- Participate in community involvement and events in order to promote the credit union and support our community.
The Candidate
A successful candidate will be a broadly qualified and highly talented financial executive with experience working for a well-respected and community focused financial institution. This individual will lead with confidence, collaboration, transparency and flexibility.
- Ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) and a high level of interpersonal skills are critical to the success of this position. Work frequently involves discussion of problems, material presentations, and resolving issues impacting departments or divisions.
- Executive presence, strong communication skills and self-confidence to develop relationships and effectively influence and drive results as a trusted partner.
- Dynamic, performance minded, forward-looking and data-led leader with proven track record of driving budgeting, forecasting and overall financial discipline within a complex organization.
- External awareness and credibility in the competitive market and broader community. Ability to identify market opportunities and capitalize on Numerica’s strengths. Canvas external landscape for systematic changes.
- Inspiring leadership style and ability to drive alignment with vision, strategy and goals. Temperament that balances insight, hard work, urgency, results, humility, and patience.
- A demonstrated track record of attracting, retaining, and developing strong talent is important, as is the ability to assess individual and group performance and gaps, build plans to address changing organizational needs, succession planning, and drive change.
- Strategic thinker with an ability to work independently and proactively; keen eye for detail as well as the ability to focus and drive towards the bigger picture.
- Excellent presentation as well as oral and written communications skills at all levels, including the board and key external constituencies.
- Energy and drive, with a superior ability to execute. Crucially, this individual will understand how to get behind the numbers, cogently convey the Company’s financial performance.
- Decisive Decision Maker - Makes quality decisions in a timely manner, can learn on the fly, deals well with ambiguity, strong problem solver, measures work. Critical thinker. Has the technical learning/perspective to inform decisions. Cool headed. Understands the subtlety of issues and situations.
- Has a customer-first focus. Continually places the membership’s financial needs first.
Benefits & Perks
Bring us your passion, your laughter, your talent to think deeply and solve creatively. Above all, bring us your love for helping others. We’re committed to caring for our community, and we look for employees who share that mission.
Together, we live out our core purpose to enhance lives, fulfill dreams, and build communities. We believe that to help others live well, we must first help our team.
That’s why we focus on the health of our employees and make sure they feel secure. We prioritize a workplace that helps team members grow professionally while maintaining a family-work balance.
Numerica | Careers
2026 Numerica Benefits and Perks
Additional executive exclusive benefits include annual wellness dollars, split dollar life insurance (where the employer and employee share the costs and benefits of a life insurance policy), and home loan benefits.
