Strategic CFO for Credit Union Financial Leadership

Tampabayfederal; Tampa (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Tampabayfederal in Tampa, FL is seeking a strategic CFO to lead financial planning, risk management, and reporting for the credit union. This executive directs budgeting, ALM oversight, and controls, while partnering with the board to align financial strategy with member needs.

The CFO will mentor finance staff, implement data-driven insights, ensure regulatory compliance with NCUA rules, and provide timely, accurate financial analyses to support decision making.

Qualifications

• 5+ years of CFO-level experience in a similarly sized organization.
• Preference for credit union or banking industry experience.
• Proven expertise in developing Board-approved investment policies and multi-year financial forecasting.
• Proficient knowledge of Profitstar budgeting and projections.

Responsibilities

• Oversee budget planning, preparation and administration processes.
• Monitor asset/liability risk and set approvals accordingly.
• Update ALM policy per NCUA rules.
• Provide ALCO and investment reports to Board and executives.
• Communicate financial results and policies to Board and management.
• Mentor direct reports in Finance and Compliance.

Skills

CFO experience

Senior financial leadership

Budgeting

Forecasting

Profitstar budgeting/projections

Education

Bachelor's degree in Finance, Accounting, or Economics

Job description

Tampabayfederal in Tampa, FL is seeking a strategic CFO to lead financial planning, risk management, and reporting for the credit union. This executive directs budgeting, ALM oversight, and controls, while partnering with the board to align financial strategy with member needs.

The CFO will mentor finance staff, implement data-driven insights, ensure regulatory compliance with NCUA rules, and provide timely, accurate financial analyses to support decision making.