SVP- Chief Financial Officer

Addition Financial Credit Union; Tallahassee (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Addition Financial Credit Union in Tallahassee, FL is seeking an experienced Chief Financial Officer to lead financial strategy, risk management, and corporate governance.

You will oversee accounting, treasury, tax, audits, HR and marketing functions, partner with the CEO and Board, and drive growth through budgeting, KPI development, and strategic investments.

The role requires a CPA, MBA, or equivalent, at least 10 years in financial leadership and a track record in financial institutions.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• MBA preferred.
• CPA designation strongly preferred.

Responsibilities

• Develop and implement financial strategies that support organizational goals and long-term growth.
• Provide financial analysis and recommendations to the CEO and Board of Directors.
• Lead annual budgeting, forecasting, and strategic planning processes.
• Monitor financial performance and identify opportunities for operational efficiencies and revenue growth.
• Develop key performance indicators (KPIs) and financial metrics to support decision-making.
• Evaluate business opportunities, investments, partnerships, and new service offerings.
• Direct all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting.
• Ensure timely and accurate monthly, quarterly, and annual financial statements.
• Maintain and oversee accounting policies, procedures, and internal controls.
• Manage cash flow, banking relationships, and treasury functions.
• Coordinate annual audits and serve as the primary liaison with external auditors.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Oversee tax filings, reporting requirements, and organizational compliance obligations.
• Manage fixed assets, depreciation schedules, and financial record retention.
• Establish and maintain effective internal control systems.
• Monitor organizational financial risks and develop mitigation strategies.
• Ensure compliance with applicable federal, state, and industry regulations.
• Support enterprise risk management initiatives and business continuity planning.
• Present financial and risk management reports to executive leadership and the Board.
• Provide executive oversight of the Human Resources function.
• Ensure HR policies, procedures, and practices align with organizational objectives and employment laws.
• Support talent acquisition, employee development, compensation, benefits administration, and performance management initiatives.
• Promote a positive workplace culture and employee engagement.
• Oversee workforce planning and organizational development efforts.
• Provide strategic leadership and oversight of marketing and communications activities.
• Review marketing plans, budgets, campaigns, and performance metrics.
• Ensure marketing initiatives align with organizational goals and brand standards.
• Collaborate with leadership to support business development, member engagement, and growth strategies.
• Evaluate marketing effectiveness and return on investment.
• Prepare and present financial reports, forecasts, and strategic analyses to the Board of Directors.
• Serve as a trusted advisor to the CEO and executive leadership team.
• Support Board committees as assigned.
• Participate in organizational planning, policy development, and governance activities.
• Lead and mentor accounting, HR, and marketing team members.

Skills

Financial leadership

Regulatory compliance

Strategic planning

Leadership

Analytical thinking

Communication skills

Education

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

MBA preferred

CPA designation strongly preferred

Job description

1585 Summit Lake Drive
Tallahassee, FL 32308, USA

Description

Essential Duties and Responsibilities

Financial Leadership and Strategy

• Develop and implement financial strategies that support organizational goals and long-term growth.
• Provide financial analysis and recommendations to the CEO and Board of Directors.
• Lead annual budgeting, forecasting, and strategic planning processes.
• Monitor financial performance and identify opportunities for operational efficiencies and revenue growth.
• Develop key performance indicators (KPIs) and financial metrics to support decision-making.
• Evaluate business opportunities, investments, partnerships, and new service offerings.

Accounting and Controller Functions

• Direct all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting.
• Ensure timely and accurate monthly, quarterly, and annual financial statements.
• Maintain and oversee accounting policies, procedures, and internal controls.
• Manage cash flow, banking relationships, and treasury functions.
• Coordinate annual audits and serve as the primary liaison with external auditors.
• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and applicable regulatory requirements.
• Oversee tax filings, reporting requirements, and organizational compliance obligations.
• Manage fixed assets, depreciation schedules, and financial record retention.

Risk Management and Compliance

• Establish and maintain effective internal control systems.
• Monitor organizational financial risks and develop mitigation strategies.
• Ensure compliance with applicable federal, state, and industry regulations.
• Support enterprise risk management initiatives and business continuity planning.
• Present financial and risk management reports to executive leadership and the Board.

Human Resources Oversight

• Provide executive oversight of the Human Resources function.
• Ensure HR policies, procedures, and practices align with organizational objectives and employment laws.
• Support talent acquisition, employee development, compensation, benefits administration, and performance management initiatives.
• Promote a positive workplace culture and employee engagement.
• Oversee workforce planning and organizational development efforts.

Marketing Oversight

• Provide strategic leadership and oversight of marketing and communications activities.
• Review marketing plans, budgets, campaigns, and performance metrics.
• Ensure marketing initiatives align with organizational goals and brand standards.
• Collaborate with leadership to support business development, member engagement, and growth strategies.
• Evaluate marketing effectiveness and return on investment.

Board and Leadership Support

• Prepare and present financial reports, forecasts, and strategic analyses to the Board of Directors.
• Serve as a trusted advisor to the CEO and executive leadership team.
• Support Board committees as assigned.
• Participate in organizational planning, policy development, and governance activities.
• Lead and mentor accounting, HR, and marketing team members.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, Business Administration, or related field required.
• Master's degree in Business Administration (MBA), Finance, or related field preferred.
• CPA designation strongly preferred.

Experience

• Minimum of 10 years of progressive financial leadership experience.
• Minimum of 5 years in a senior management or executive leadership role.
• Experience within a Credit Union Service Organization (CUSO), credit union, financial institution, or related industry preferred.
• Demonstrated experience overseeing accounting operations, budgeting, audits, and financial reporting.
• Experience managing Human Resources and/or Marketing functions preferred.

Knowledge, Skills, and Abilities

• Strong understanding of financial management, accounting principles, and regulatory compliance.
• Proven leadership and team development skills.
• Excellent analytical, strategic planning, and problem-solving abilities.
• Strong communication and presentation skills.
• Ability to effectively interact with executive leadership, board members, auditors, regulators, and external partners.
• High level of integrity, professionalism, and sound business judgment.

Reporting Relationship

Reports directly to the President/Chief Executive Officer and serves as a member of the Executive Leadership Team.

Supervisory Responsibilities

Directly oversees Accounting, Human Resources, and Marketing personnel and may supervise additional administrative or operational functions as assigned.

Equal Opportunity Employer
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