A well-established financial institution in Virginia is seeking a Chief Financial Officer(CFO) to join its executive leadership team. Reporting directly to the Chief Executive Officer, the CFO will be responsible for the organization’s overall financial strategy, performance, planning, and financial operations.
The CFO will serve as a key strategic partner to the CEO and executive leadership team, helping shape the credit union’s long-term direction while ensuring strong financial performance, sound risk management, and operational discipline.
This executive will lead the finance and accounting functions and play an important role in evaluating strategic opportunities, strengthening financial processes and systems, and positioning the credit union for continued growth.
Key Responsibilities
- Lead the development and execution of the credit union’s financial strategy and oversee short- and long-term financial planning.
- Serve as a trusted financial advisor to the CEO, Board of Directors, and executive leadership team, providing insight into financial performance, outlook, risks, and opportunities.
- Lead budgeting, forecasting, financial reporting, and financial analysis.
- Ensure the accuracy, integrity, and timeliness of financial reporting and financial controls.
- Provide strategic financial leadership around growth opportunities, investments, partnerships, mergers, and other strategic initiatives.
- Ensure financial operations are conducted in accordance with GAAP, NCUA, and other applicable regulatory requirements.
- Evaluate and enhance financial systems, processes, controls, and reporting capabilities to support the credit union’s continued growth.
- Build and develop a high-performing team through strong leadership, coaching, mentorship, talent development, and succession planning.
- Establish productive relationships with regulators, external partners, third-party vendors, and other key stakeholders.
- Monitor economic, regulatory, and industry trends and assess their potential impact on the organization.
- Partner across the executive leadership team to improve organizational performance, productivity, and operating results.
- Maintain appropriate awareness of regulatory, compliance, Bank Secrecy Act, and financial crime requirements applicable to the credit union.
Candidate Profile
The successful candidate will be an accomplished financial services executive who combines strong technical financial expertise with strategic thinking, business judgment, and executive presence.
Ideal candidates will bring:
- Approximately 10+ years of progressive financial leadership experience within the financial services industry.
- Significant experience leading multiple finance-related functions at a senior or executive level.
- Strong knowledge of financial planning and analysis, accounting, budgeting, forecasting, financial reporting, and financial controls.
- Demonstrated ability to translate complex financial information into clear business insights and recommendations.
- Experience advising a CEO, executive leadership team, and/or Board of Directors.
- Strong analytical skills and the ability to develop, assess, present, and defend financial models and assumptions.
- Experience operating within a regulated financial services environment.
- Strong leadership capabilities with demonstrated success building, developing, and retaining high-performing teams.
- A collaborative leadership style with the ability to influence across an organization.
- Strong executive presence and communication skills.
- Experience supporting mergers, acquisitions, or other strategic growth initiatives is a plus.
- Ability and willingness to travel as necessary.
Education
- Bachelor’s degree in business, finance, accounting, or a related field required.