Fractional CFO Advisor for Credit Unions

CU*SOUTH, INC.; Fairhope (AL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

CU*SOUTH, INC. is seeking a CFO Advisor to deliver high-level financial services for credit union clients.

The role includes producing CFO-level reports, analytics, and overseeing accounting resources across multiple clients, with potential involvement in ALCO/Board meetings. You will partner with credit union senior management to drive strategic financial guidance, manage client relationships, and ensure compliance with GAAP and regulatory requirements, while supporting billing and

Qualifications

• B.A. in Accounting or related field; five years related accounting/finance experience.
• CPA and/or MBA preferred but not required.
• 5+ years’ experience leading finance/accounting teams.
• Fundamental knowledge of GAAP.
• Proficient with MS products; Expert-level Excel.
• Detail and deadline-oriented.
• Strong analytical and problem-solving skills.
• Excellent verbal and non-verbal communication skills.
• Ability to work independently with minimal supervision.

Responsibilities

• Prepare and examine accounting records, financial statements, and other financial reports for all assigned clients.
• Develop, evaluate, and implement policies and procedures for the accounting department.
• Ensure policies and procedures reflect current regulatory and GAAP requirements/standards.
• Responsible for financial reporting, financial analyses, cash management, and forecast reports for all assigned clients.
• General ledger reconciliations, analysis of financial accounts, and preparation of journal entries; end-of-month close and monthly statements for all assigned clients.
• Preparation of budgets and periodic analysis of budget variances for all assigned clients.
• Conduct special accounting studies, analyses, and projects as requested by management.
• Support clients through exam and audit events.
• Provide tactical and strategic consulting; visit client sites to strengthen relationships and support fractional CFO functions.
• Track hours for billing and product profitability modeling.
• Accuracy and attention to detail are paramount for the success of this role.

Skills

Accounting

Leadership

GAAP

Excel

MS Office

Analytical

Communication

Attention to detail

Independent work

Deadline oriented

Education

Bachelor's degree in Accounting or equivalent

Tools

MS Office

Excel

Job description

CU*SOUTH, INC. is seeking a CFO Advisor to deliver high-level financial services for credit union clients.

The role includes producing CFO-level reports, analytics, and overseeing accounting resources across multiple clients, with potential involvement in ALCO/Board meetings. You will partner with credit union senior management to drive strategic financial guidance, manage client relationships, and ensure compliance with GAAP and regulatory requirements, while supporting billing and