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.

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Chief Financial Officer (CFO)