Chief Financial Officer, MDC - Remote

TruStage Insurance Agency LLC; United States; Remote; USD 163,000 - 305,000; Full time

Job summary

TruStage Insurance Agency is seeking a Chief Financial Officer to lead financial strategy and operations. This executive role requires extensive experience in financial forecasting, budgeting, and oversight of financial operations. The CFO will work closely with fintech partners and stakeholders to drive strategic growth and operational efficiency. Join a mission-driven team dedicated to innovation in financial services.

Benefits

Flexible workplace

401k

Tuition reimbursement

Paid time off

Medical, dental, and vision benefits

Qualifications

• Minimum of 15-20 years of leadership experience.
• Deep knowledge of budgeting principles and financial analysis.
• Experience with revenue-based business models is a plus.

Responsibilities

• Develop and oversee financial planning and budgeting.
• Lead all aspects of accounting operations and financial reporting.
• Collaborate cross-functionally to align financial performance with corporate goals.

Skills

Leadership

Financial Modeling

Negotiation

Communication

Education

C-suite experience

Job description

Chief Financial Officer, MDC - Remote page is loaded

Chief Financial Officer, MDC - Remote

Apply locations Remote - USA time type Full time posted on Posted Yesterday job requisition id R-011123

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

About Members Development Company

Members Development Company (MDC) is a collaborative network of forward-thinking credit unions committed to innovation and growth. As a Credit Union Service Organization (CUSO), we empower our members to thrive by co-developing strategic solutions, facilitating fintech partnerships, and delivering high-value business intelligence.

Position Overview

Members Development Company is seeking a strategic, experienced, and mission-aligned Chief Financial Officer (CFO)to lead the financial vision and execution of the organization. This executive role is responsible for financial forecasting, accounting, budgeting, and oversight of the company’s financial operations and investment returns. The CFO will also lead the development and structuring of partnership agreements and ensure the sustainability and growth of MDC’s revenue portfolio.

As a key member of the executive leadership team, the CFO will work closely with fintech partners, credit union stakeholders, investment organizations, and internal teams to drive operational efficiency, strategic growth, and long-term value for MDC and its owners.

Key Responsibilities

• Financial Strategy & Leadership
  • Develop and oversee financial planning, budgeting, forecasting, and cash flow management
  • Provide strategic financial insight to the CEO and Board of Directors
  • Ensure compliance with all financial regulations, policies, and reporting standards
• Accounting & Fiscal Operations
  • Lead all aspects of accounting operations, including monthly/quarterly close, audits, and financial reporting
  • Implement systems and controls to improve accuracy, transparency, and efficiency
• Revenue Oversight of Non Owner driven ARR
  • Structure and negotiate partnership contracts and financial terms with fintech’s and vendors
  • Manage and maximize returns on MDC’s revenue portfolio, including equity stakes, licensing, and royalty agreements
  • Oversee all MDC investments, including markets, partners, and funds
• Strategic Business Guidance
  • Collaborate cross-functionally to align financial performance with corporate goals
  • Support innovation initiatives by assessing financial implications and risks
• Team & Culture Leadership
  • Mentor and grow the finance and administrative teams
  • Promote a collaborative, transparent, and high-performance culture

Qualifications

• Minimum of 15-20 years of leadership experience, prior C-suite experience strongly preferred
• Deep knowledge of budgeting principles, financial modeling, and business analysis
• Experience with revenue-based business models and MRR models, equity partnerships, or venture investing is a plus
• Proven success in negotiating complex contracts and managing strategic relationships
• Familiarity with fintech ecosystems or credit union environments is desirable
• Exceptional communication and leadership skills

#LI-EG

#LI-Remote

Why Join MDC?

At Members Development Company, you’ll join a passionate team dedicated to helping credit unions compete and grow. You’ll play a vital role in shaping the future of financial services innovation while working alongside the most progressive credit unions in the country.

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$163,800.00 - $304,600.00

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

About Us

We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.