CFO – Growth & Strategy Leader for $1B Credit Union

Page Executive; Gurnee (IL); On-site; USD 225,000 - 265,000; Full time

Benefits offered by this job

Benefits package

Job summary

Page Executive is representing a well-established, member-focused financial institution in Gurnee, Illinois seeking a Chief Financial Officer to lead Finance, Accounting and Operations. This role partners with the CEO and Board on ALM, investments, regulatory reporting and growth strategies.

The CFO will shape the financial strategy, guide risk management, and drive performance, while managing ongoing compliance and stakeholder communications.

Qualifications

• Bachelor's degree required; CPA designation required; MBA preferred.
• Progressive leadership experience within financial services, banking, credit unions or regulated financial institutions.
• Strong expertise in FP&A, regulatory reporting, ALM and investment oversight.
• Proven ability to influence executive stakeholders and present to Boards of Directors.

Responsibilities

• Lead all financial planning, budgeting, forecasting and reporting activities.
• Oversee GAAP financial statements and regulatory reporting compliance.
• Partner with CEO and Board to develop and execute strategic financial objectives.
• Manage asset liability strategies, liquidity planning and investment portfolio performance.
• Provide financial analysis to support business initiatives and operational decisions.
• Lead board reporting, financial presentations and executive communications.
• Direct regulatory reporting and ensure compliance with industry requirements.
• Oversee finance, accounting and operations, driving efficiency.
• Manage vendor relationships and enterprise-wide risk/gov initiatives.
• Develop and mentor high-performing teams across functions.

Skills

Leadership

Financial planning

Regulatory reporting

Asset liability management

Investment oversight

Board communication

Strategic thinking

Education

Bachelor's degree in Accounting, Finance, Business or related discipline

CPA designation

MBA (preferred)

Job description

Page Executive is representing a well-established, member-focused financial institution in Gurnee, Illinois seeking a Chief Financial Officer to lead Finance, Accounting and Operations. This role partners with the CEO and Board on ALM, investments, regulatory reporting and growth strategies.

The CFO will shape the financial strategy, guide risk management, and drive performance, while managing ongoing compliance and stakeholder communications.