Chief Financial Officer

Truity Credit Union; Bartlesville (OK); Sur place; USD 180 000 - 260 000; Plein temps

Résumé du poste

Truity Credit Union, headquartered in Bartlesville, Oklahoma, seeks a Senior Financial Strategist to become its Chief Financial Officer. Reporting to the President/CEO, the CFO will guide financial strength, growth, and long-term sustainability, serving as a trusted advisor to the Board on strategy, earnings, capital, liquidity, and risk.

The role requires a bachelor’s degree in finance/economics/accounting/business and 10+ years in financial leadership, with at least five years in ALM,

Qualifications

• 10+ years in financial leadership within a financial institution.
• At least 5 years in senior ALM, investments, liquidity, and capital planning.
• Excellent communication and presentation skills.

Responsabilités

• Oversee the Credit Union's financial position and plans.
• Develop funding strategies to support growth and branch deployment.
• Advise CEO and Board on strategy, earnings, risk, and capital.

Connaissances

ALM

Investments

Liquidity management

Capital planning

Communication skills

Formation

Bachelor's degree in Finance/Economics/Accounting/Business Administration

MBA or CFA preferred

Description du poste

Truity Credit Union is a “not-for-profit, but for service” cooperative financial institution founded in 1939, with over $1.3 billion in assets, 68,000 members across 3 states, and its main headquarters in Bartlesville, Oklahoma. Their mission and vision statement focus on serving their members’ interests and providing unsurpassed service, so they are the place to bank.

If you are interested in joining a dynamic organization that is dedicated to serving its members’ interests while helping meet its core values of:

• Integrity is first in all we do
• Treat all with respect
• Value employees as our primary resource
• Be a good corporate citizen

Truity Credit Union has an incredible opportunity for a senior financial strategist and key member of the executive leadership team to become its nextChief Financial Officer (CFO)! Reporting to the President/Chief Executive Officer (CEO), the incoming executive will be accountable for the Credit Union’s financial strength, growth capacity, and long-term sustainability. The CFO will serve as a trusted advisor to the CEO and Board of Directors on strategy, earnings, capital, liquidity, and risk.

The CFO will maintain daily oversight of the Credit Union’s financial position, identify best practices, and build the financial plans and funding strategies needed to support rapid, disciplined growth as Truity Credit Union plans for its future growth with their branch deployment strategy. This position will serve as Treasurer of the Board of Directors of the Credit Union Service Organization (CUSO).

A bachelor’s degree from an accredited four-year college or university in Finance, Economics, Accounting, Business Administration, or a related field is required; an MBA, CFA, or other advanced degree or designation in finance is preferred. A minimum of 10 years in a progressively responsible financial leadership role within a financial institution is required, including at least five years in a senior role with direct responsibility for ALM, investments, liquidity, and capital planning. Exceptional communication and presentation skills, with the ability to strategically position the Credit Union and translate financial performance into clear, actionable insights on growth, earnings, capital, liquidity, and risk, are essential.