Strategic CFO & Growth Architect

CoastHills Credit Union; Santa Maria (CA); On-site; USD 260,000 - 380,000; Full time

Job summary

CoastHills Credit Union in Santa Maria, CA is seeking a strategic Chief Financial Officer to lead finance and accounting, oversee ALCO, budgeting, and audits, and drive long-term financial plans.

The role requires CPA/CFA and 10+ years in senior financial management within a regulated financial institution. Familiarity with credit unions, regulatory reporting, and risk management is essential.

Qualifications

• MBA preferred.
• Bachelor’s degree in Accounting, Finance, or related field is required.
• 10 or more years of senior level management responsibility in a regulated financial institution is expected.
• CPA or CFA is required.

Responsibilities

• Chairs the ALCO and Investment Committee and guides risk-based earnings strategy.
• Oversees budgeting, forecasting, accounting, tax returns and government reporting.
• Develops strategic financial plans aligned with Credit Union goals and regulatory requirements.
• Monitors liquidity, credit, and portfolio risk; reports to Board and Leadership.
• Prepares monthly financial reports and variance analyses for senior management and Board.

Skills

MBA preferred

Financial leadership

Regulatory knowledge

Education

Bachelor's degree in Accounting, Finance, or related field

CPA or CFA

Tools

MS Office

Job description

CoastHills Credit Union in Santa Maria, CA is seeking a strategic Chief Financial Officer to lead finance and accounting, oversee ALCO, budgeting, and audits, and drive long-term financial plans.

The role requires CPA/CFA and 10+ years in senior financial management within a regulated financial institution. Familiarity with credit unions, regulatory reporting, and risk management is essential.