Chief Financial Officer

NOBLE FEDERAL CREDIT UNION • Full-time • Fresno, CA, US • $245.74k - $322.53k / year • 1w ago

Noble Federal Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in California’s San Joaquin Valley. The credit union is $1.5 Billion in assets and has become a strong, progressive, member focused and community centric financial cooperative with a dedicated team and strong core values. They have been recognized repeatedly by Forbes top ten “Best-in-State” credit unions which is a true testament to their dedication to serving members. “Noble” is a name that speaks to who they are and what they do. “We treat members with kindness, dignity and honor. We do the right thing by helping members make sound financial decisions.” Noble Federal Credit Union embraces the credit union philosophy of people helping people with their vision statement: “We exist to improve our members’ financial lives.”

Due to an upcoming retirement, the Credit Union is seeking a strategic and forward-looking leader to serve as Chief Financial Officer. This role is responsible for leading the organization’s financial strategy and ensuring long-term financial strength, including oversight of financial reporting, forecasting, asset liability management, treasury, and pricing. The CFO will partner closely with the CEO and executive team to provide data-driven insights that inform strategic decision-making, balance risk and growth, and position the organization for continued success. This individual will play a key role in shaping financial direction and supporting future growth through strong financial planning, analytics, capital management, and support of innovation and business initiatives. The CFO will also build and lead a high-performing finance function and serve as a trusted advisor to the executive team and Board, delivering clear, credible, and forward-looking financial insight.

Essential Duties and Responsibilities:

As a member of the Executive Team, participate in strategic and operational planning, keep current with industry trends and issues, and establish performance measurements to monitor compliance with goals and objectives.
Champion modernization that improves efficiencies and effectiveness across all areas of the credit union, with special emphasis on assigned responsibilities.
Take a lead role in evaluating, monitoring, and mitigating major risk areas the credit union faces. This includes policy development, adherence testing and program oversight of all assigned functions and staff. This includes using risk in prudent ways to help the credit union meet its vision and mission.
Establish department goals and objectives that are in line with the organizational strategic plan. Ensure monitoring performance metrics are established and measured.
Lead in preparing, implementing, and supervising an annual operating and capital budget for the organization that is consistent with the credit union’s strategic plan. Track budget on an ongoing basis for adherence.
Build and maintain an appropriate organizational structure for areas of responsibility that support the credit union's needs.
Coach, mentor, and guide staff to maintain effective, productive, and efficient departments. This includes developing a well-thought-out succession plan for critical roles within the areas of responsibility.
Regularly presents to and engages with the Board of Directors, providing insights, updates, and education to support effective governance and decision-making.
Ensure establishment of, effectiveness of, and compliance with internal controls.
Ensure compliance with all safety, security and compliance programs including but not limited to BSA, AML, OFAC, Branch Security and Safety. Exercise awareness in regard to suspicious activity, money laundering or fraudulent behavior.
Perform all other related duties as assigned.

Competencies:

Financial Strategy and Stewardship: Develops and executes financial strategies that support long-term performance, financial strength, and sustainable growth. Ensures disciplined oversight of capital, liquidity, and asset liability management.
Business Acumen and Enterprise Perspective: Applies a deep understanding of the business model and external environment to align financial strategy with organizational priorities.
Regulatory and Industry Expertise: Maintains strong command of credit union regulations and industry practices. Ensures compliance, sound financial management, and readiness for examinations.
Strategic Influence and Executive Partnership: Acts as a trusted advisor to the CEO and executive team. Influences decisions through clear financial insight and constructive challenge.
Executive Communication and Board Engagement: Communicates financial performance, risk, and strategy with clarity and credibility. Builds trust with the executive team and Board through transparency and insight.
Judgment and Decision Making: Makes sound, timely decisions in complex and high-impact situations, balancing data, experience, and organizational priorities.
Leadership and Organizational Impact: Builds a high-performing finance function. Develops talent, drives accountability, and positions finance as a strategic partner to the business.

GTM Strategy & Operations

4m ago

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