Chief Financial Officer Detail page

Veridian Credit Union; Waterloo (IA); Hybrid; USD 180.000 - 290.000; Vollzeit

Zusammenfassung

Veridian Credit Union in Waterloo, IA, invites an accomplished financial leader to serve as Chief Financial Officer, shaping the strategic direction of Accounting and Finance.

The role combines executive leadership, budget oversight, and risk management, with responsibilities spanning annual budgeting, asset-liability management, investments, and critical partnerships.

Qualifikationen

• Bachelor's degree required.
• Five years of leadership experience in a management or supervisory role, or ten years in related roles with growth.
• Certified Public Accountant certification required.

Aufgaben

• Plan and oversee accounting and finance operations per policy.
• Lead annual budgeting process and long-range financial planning.
• Monitor financial performance and report to the Board and CEO.
• Oversee asset–liability management and investment strategies.
• Drive M&A activity and partnerships with key vendors and fintechs.
• Provide executive coaching and develop team capabilities.

Kenntnisse

Leadership

Financial analysis

Budgeting

Regulatory compliance

Mergers & acquisitions

Stakeholder management

Strategic planning

Negotiation

Communication

Ausbildung

Bachelor's degree

Certified Public Accountant

Master's degree

Tools

Microsoft Excel

ERP systems

Financial forecasting software

Jobbeschreibung

Posted about 8 days ago

Chief Financial Officer

Hybrid-Remote Waterloo & Cedar Falls, IA Full-Time

Summary

The Chief Financial Officer is responsible for developing the strategic direction for the Accounting and Finance divisions at the credit union. The position provides strategic leadership by articulating each division's needs and plans to the Executive Team and the Board of Directors.

Essential Functions

• Plan the strategies and operations of the following divisions and departments, including knowledge of laws, regulations, and credit union policies and procedures related to Accounting and Finance.
• Work in conjunction with the Management Team on special projects including research, preparation and distribution of reports and follow-up.
• Work in conjunction with the Chief Officer team on bank acquisitions and credit union mergers.
• Responsible for overseeing the process of creating the annual operating budget for the credit union and The Veridian Group. The budgets will be consistent with established goals and the long-range plan.
• Responsible for establishing and overseeing various investment, hedging, securitization, loan participations, and Asset Liability Management strategies for the credit union, in conjunction with the Asset and Liability Management Committee which includes investments in venture capital funds and Veridian Credit Union investments in CUSO's.
• Responsible for researching and determining partners that are critical to Veridian's success. Build and maintain relationships while holding these key strategic partners (i.e. vendors, fintechs, business partners, etc.) accountable for agreed upon deliverables and results. Ensure Veridian provides exceptional service to those business partners where agreements have been established and Veridian is the service provider.
• Monitor Veridian's primary competitors to determine competitiveness and areas of opportunity regarding loan rates, deposit rates, etc.
• Stay abreast of regulatory or compliance related requirements that may impact financial performance.
• Responsible for monitoring financial results and key metrics of the Credit Union and CUSO and informing board and management of performance. Identify trends or risk factors to present for discussion with the Executive Team.
• Complete all necessary financial projections for strategic level decisions.
• Responsible for overseeing the completion of quarterly asset liability management board reports.
• Serve on the Commercial Lending Committee as a decision maker. Stay up to date on decision making criteria, risk factors and items pertaining to loan quality for commercial loans.
• Serve as a member on the Asset and Liability Management, Commercial Lending and 401(K) Investment Committees.
• Serve as a board member of The Veridian Group.
• Together with the other Executive Team, responsible for the management of the Credit Union in the absence of the President/CEO.
• Provide on-going coaching to all team members that encourages personal, professional and career development. Clearly define expectations of all team members.
• Interview and hire the most qualified applicant for position openings. Provide initial orientation and on-going support to team members on the mission, vision, values and leadership culture of the organization.
• Plan and prepare for the future by being open minded, perceptive, and proactive. Make decisions that support the members, the department and the organization as a whole both financially and strategically.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

Physical Demands

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Extensive travel; valid driver's license required.

Required Education and Experience

• Bachelor's Degree.
• Five years of leadership experience in a management or supervisory role, or ten years of related experience with a proven track record of increasing responsibility, leadership, and professional growth.
• Certified Public Accountant.

Preferred Education and Experience

• Master's Degree.
• 5+ years of experience in a financial institution or closely related field.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

About Veridian Credit Union

Veridian Credit Union, founded in 1934 in Waterloo, Iowa, is a not-for-profit financial cooperative dedicated to partnering with members to create successful financial futures. Veridian offers a competitive salary, benefit and incentive package that includes medical, dental and vision insurance; group term life insurance, 401(k) and profit-sharing plans; and a yearly incentive program. Employees enjoy a supportive work environment where diversity is valued.

Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

"The best thing about working at Veridian Credit Union is definitely the people! Our staff is an exceptional group of individuals who make every person's experience here top notch!"

- Lisa, Credit Consultant II 29+ years with Veridian

"The diversity culture we have which allows us to help each of our member in their own language. Also, the involvement we have every year with the community. i.e Jingle in the Junction, Latino Festival, Irish Festival, Kids Festival, and many others."

- Josue, Loan Advisor II13+ years with Veridian