Strategic CFO for Growth & Risk in Banking

Heritage Federal Credit Union; Newburgh (IN); On-site; USD 180,000 - 320,000; Full time

Job summary

Heritage Federal Credit Union is seeking a strategic Chief Financial Officer to guide accounting, finance, treasury, budgeting, forecasting, and regulatory reporting. You will partner with the CEO and Board to drive long-term financial success and prudent risk management.

The role leads ALM, liquidity management, and capital planning while ensuring GAAP compliance and accurate financial insights for executive decision-making. Indiana-based, with a focus on community growth.

Qualifications

• Bachelor's degree in Accounting, Finance or related field required.
• 12–18 years of progressive leadership experience in banking/credit union.
• Executive-level experience in accounting, finance, treasury and enterprise strategy.
• Strong financial reporting and GAAP expertise.
• Experience with ALM, liquidity management, and regulatory compliance.

Responsibilities

• Develop and execute financial strategies aligned with organizational goals and growth.
• Advise CEO, executive team and Board on financial strategy, performance and risk.
• Lead financial analysis for investments, budgeting and business expansion decisions.
• Maintain a three-year accounting and finance roadmap with key initiatives.
• Oversee accounting, reporting, systems, data integrity, GAAP compliance.
• Deliver accurate financial statements, regulatory reports and dashboards.
• Direct budgeting, forecasting, planning, profitability analysis and cost control.
• Manage treasury, liquidity, capital, investments, borrowing and ALM strategies.
• Ensure liquidity contingency planning and regulatory compliance (NCUA, GAAP).
• Interface with regulators, auditors and external partners.

Skills

GAAP Expertise

ALM & Treasury

Budgeting & Forecasting

Regulatory Compliance

Leadership

Communication

Data Analysis

Education

Bachelor's in Accounting/Finance

Master's degree & CPA preferred

Job description

Heritage Federal Credit Union is seeking a strategic Chief Financial Officer to guide accounting, finance, treasury, budgeting, forecasting, and regulatory reporting. You will partner with the CEO and Board to drive long-term financial success and prudent risk management.

The role leads ALM, liquidity management, and capital planning while ensuring GAAP compliance and accurate financial insights for executive decision-making. Indiana-based, with a focus on community growth.