Chief Financial Officer

Credit-Unions-of-Alabama; Tuscaloosa (AL); On-site; USD 180,000 - 270,000; Full time

Job summary

Credit-Unions-of-Alabama seeks an accomplished Chief Financial Officer to lead all financial functions, drive strategy, and oversee regulatory financial planning for the credit union. You will shape capital strategy, balance sheet optimization, and risk management while guiding a high-performing finance team.

Ideal candidates bring 10–15 years of financial leadership in financial institutions, CPA qualification, and an MBA.

Qualifications

• Ten to fifteen years of progressive financial leadership experience in a financial institution.
• CPA required; MBA strongly preferred.
• Deep knowledge of ALM, capital planning, liquidity management, and regulatory financial planning.
• Ability to analyze data, read and create reports across multiple software platforms.

Responsibilities

• Serve as a strategic advisor to the CEO and Board on financial performance, capital strategy, liquidity, and long-term planning.
• Oversee accounting, financial reporting, and internal controls for accuracy and timeliness.
• Lead ALM, liquidity management, interest rate risk modeling, and capital planning.
• Direct the annual budgeting process and rolling forecasts.
• Support Board and committee governance and cross-department initiatives.
• Mentor and develop a high-performing finance team with succession planning.

Skills

Strategic leadership

Financial analysis

Data visualization

Project management

Communication

Discretion

Education

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

MBA

CPA

Tools

Power BI

ALM software

Excel

Job description

Description

The Chief Financial Officer (CFO) provides strategic and operational leadership for all financial functions of the credit union. As a key member of the strategic leadership team, the CFO is responsible for financial strategy, performance management, balance sheet optimization, and regulatory financial oversight. This role ensures the credit union's financial strength, long-term sustainability, and alignment with its mission while supporting growth, innovation, and prudent risk management.

Some job duties include:

• Serve as a strategic advisor to the CEO and Board of Directors on financial performance, capital strategy, liquidity, and long-term financial planning.
• Oversee all accounting, financial reporting, and internal controls to ensure accuracy, integrity, and timeliness.
• Lead Asset Liability Management (ALM), liquidity management, interest rate risk modeling, and capital planning.
• Direct the annual budgeting process and rolling forecasts, ensuring alignment with strategic priorities.
• Support Board and committee governance, including Finance, Asset Liability, and Risk Committees.
• Lead, mentor, and develop a high-performing finance team with a focus on succession planning, continuous improvement and innovation.

Requirements

Experience: Ten to fifteen years of progressive financial leadership experience, with significant experience in a financial institution; credit union experience strongly preferred.

Education: Bachelor's degree in Finance, Accounting, Business or related field required; MBA strongly preferred. CPA required.

Industry Knowledge:

• Ability to analyze data, reading and creating reports with numerous software platforms
• Advanced understanding of Credit Union products and services, as well as competitor and potential products and services
• Demonstrated expertise in ALM, capital planning, liquidity management, and regulatory financial planning

Leadership Skills:

• Excellent supervisory skills, with the ability to delegate some supervisory functions
• Professional presentation and the ability to maintain a calm demeanor under potentially stressful circumstances
• Strong project management skills, to include multi-departmental initiatives that may require significant resource investment in learning new data analytics techniques and procedures
• The ability to gather buy-in and drive completion of projects that affect multiple areas of the organization
• The ability to use discretion in the sharing of information is required, including the highest degree of confidentiality with information that is not to be disclosed according to law and/or ACU policy
• Ability to independently travel, occasionally overnight.

Technical Skills:

• Advanced Excel knowledge required
• Proficiency in Power BI and ALM software