Chief Financial Officer - Credit Union

Page Executive; Gurnee (IL); Sur place; USD 225 000 - 265 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Leadership

Financial planning

Regulatory reporting

Asset liability management

Investment oversight

Board communication

Strategic thinking

Formation

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

CPA designation

MBA (preferred)

Description du poste

CFO opportunity leading Finance, Accounting and Operations for a $1.1bn credit union. Partner with the CEO and Board on strategy, ALM, investments, regulatory reporting, growth and performance.

Our client is a well-established, member-focused financial institution based in Gurnee, Illinois. With over $1 billion in assets and a strong local presence, the organization is committed to delivering exceptional service while investing in continued growth, innovation and operational excellence.

Client Details

Our client is a well-established, member-focused financial institution based in Gurnee, Illinois. With over $1 billion in assets and a strong local presence, the organization is committed to delivering exceptional service while investing in continued growth, innovation and operational excellence.

The Opportunity

Reporting directly to the Chief Executive Officer, the Chief Financial Officer will provide strategic and operational leadership across Finance, Accounting and Operations. This executive will play a critical role in shaping the organization's financial strategy, supporting long-term growth and ensuring the highest standards of financial stewardship, regulatory compliance and risk management.

The CFO will serve as a trusted advisor to the CEO, executive leadership team and Board of Directors, providing insight and recommendations to support strategic decision-making.

Key Responsibilities

• Lead all financial planning, budgeting, forecasting and reporting activities.
• Oversee the preparation and presentation of financial statements in accordance with GAAP and applicable regulatory requirements.
• Partner with the CEO and Board to develop and execute strategic financial objectives.
• Manage asset liability strategies, liquidity planning and investment portfolio performance.
• Provide financial analysis and insights to support business initiatives and operational decision-making.
• Lead board reporting, financial presentations and executive-level communications.
• Direct regulatory reporting and ensure ongoing compliance with industry requirements.
• Oversee finance, accounting and operational functions, driving continuous improvement and efficiency.
• Manage vendor relationships and support enterprise-wide risk and governance initiatives.
• Develop, mentor and lead high-performing teams across multiple functional areas.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

A successful Chief Financial Officer should have:

• Bachelor's degree in Accounting, Finance, Business or a related discipline.
• CPA designation required; MBA preferred.
• Progressive leadership experience within financial services, banking, credit unions or regulated financial institutions.
• Strong expertise in financial planning and analysis, regulatory reporting, asset liability management and investment oversight.
• Proven ability to influence executive stakeholders and present effectively to Boards of Directors.
• Strategic thinker with strong leadership, communication and team development capabilities.
• Demonstrated success leading through growth, transformation and organizational change.

Job Offer

• Competitive salary ranging from $225,000 to $265,000 annually.
• Comprehensive benefits package to be discussed further during the hiring process.