New Edge Associates, a Talent Acquisition Firm, is partnering with a growing credit union seeking an experienced Chief Financial Officer (CFO) to lead the organization’s financial strategy, operational performance, and long-term growth initiatives. This executive leadership role will oversee all aspects of finance, accounting, budgeting, forecasting, regulatory reporting, asset/liability management, and strategic financial planning.

The ideal candidate will be a strategic and hands-on financial leader with strong experience within a financial institution or credit union environment. This individual will work closely with executive leadership to drive operational efficiency, profitability, and organizational growth. Experience supporting or growing EFT and credit card programs is highly preferred, particularly with a focus on increasing revenue generation and member engagement.

Job Requirements

Lead the overall financial strategy and fiscal management of the credit union
Oversee accounting, finance, budgeting, forecasting, and financial reporting functions
Develop and manage annual budgets, financial projections, and long-term strategic plans
Monitor financial performance, liquidity, capital levels, and operational efficiency
Provide financial insights and recommendations to executive leadership and the Board of Directors
Ensure compliance with all regulatory, audit, and reporting requirements
Oversee asset/liability management (ALM), investment strategies, and financial risk management
Manage relationships with auditors, regulators, vendors, and external partners
Identify opportunities to improve operational processes, profitability, and financial performance
Support growth initiatives across lending, deposits, payments, and member services
Collaborate with leadership to enhance EFT and credit card programs to drive revenue growth and member utilization
Oversee internal controls, policies, and financial governance procedures
Lead and mentor finance and accounting teams while fostering a collaborative culture

Job Qualifications

Bachelor’s Degree in Finance, Accounting, Business Administration, or related field required
CPA, MBA, or advanced financial certification preferred
Minimum 7 years of financial leadership experience within a bank, credit union, or financial institution required
Previous CFO, Controller, Finance Director, or senior financial management experience preferred
Strong knowledge of financial reporting, budgeting, forecasting, ALM, and regulatory compliance
Experience within a credit union environment strongly preferred
Experience supporting EFT, debit card, credit card, or payments programs preferred
Proven ability to drive operational efficiency and revenue growth initiatives
Strong leadership, communication, and strategic planning abilities
Experience presenting financial information to executive leadership and boards
High level of professionalism, analytical ability, and business acumen

New Edge Associates a Talent Acquisition Firm Jobs

Chief Financial Officer