Chief Financial Officer

Truity; Bartlesville (OK); Presencial; USD 150.000 - 240.000; Jornada completa

Descripción de la vacante

Truity Credit Union is seeking a Chief Financial Officer to lead financial strategy and performance, reporting to the CEO and the Board. You will shape capital planning, liquidity management, and funding strategies while guiding growth and long-term sustainability.

Ideal candidates bring 10+ years in financial leadership within a financial institution, with at least 5 years in senior roles overseeing ALM, investments, and risk. Excellent communication and strategic insight are essential.

Formación

• Bachelor's degree in Finance, Economics, Accounting, Business Administration or related field is required.
• MBA, CFA or other advanced degree preferred.
• A minimum of 10 years in progressively responsible financial leadership in a financial institution; at least 5 years in a senior role with ALM, investments, liquidity, and capital planning.
• Exceptional communication and presentation skills; ability to translate financial performance into actionable insights for growth, earnings, capital, liquidity, and risk.

Responsabilidades

• Oversee the Credit Union's financial position and develop funding strategies to support growth.
• Advise CEO and Board of Directors on strategy, earnings, capital, liquidity, and risk.
• Lead ALM, investments, liquidity management, and capital planning.
• Serve as Treasurer of the Board of Directors of the CUSO and provide strategic financial leadership.

Conocimientos

Communication skills

Financial leadership

ALM

Liquidity planning

Capital planning

Investment management

Educación

Bachelor's degree in Finance/ Economics/ Accounting

MBA or CFA preferred

Descripción del empleo

Chief Financial Officer (Bartlesville, OK)

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.

This is a management position
This is a full time position