SVP Finance - CFO

Mid Oregon Credit Union; Bend (OR); Hybrid; USD 140,000 - 260,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life/Disability/AD&D

EAP

Aflac

401k with Matching

Paid Vacation/Sick/Personal

Paid Volunteer Hours

Job summary

Mid Oregon Credit Union in Bend, Oregon, seeks an SVP Finance or CFO to lead Accounting, Financial Analysis, Risk, Compliance and Audit. You will report to the CEO, shape strategy and drive profitability. The role requires 10–15 years of related experience with expertise in ALM, regulatory compliance, budgeting and forecasting, and leadership of cross-functional teams.

A hybrid work arrangement is offered. A master's degree or a bachelor's with CPA/CFA is preferred; starting salary is based on

Qualifications

• 10–15 years of similar or related experience.
• Experience with financial governance, supervisory management, financial projections, strategic planning, and compliance management.
• Experience leading initiatives involving both technical and business stakeholders.
• Proficiency developing and overseeing financial, statistical and accounting records.
• Financial leadership including budgeting/forecasting and financial statement analysis with ALM, liquidity and capital planning.
• Effective risk, issue and decision management skills.
• Regulatory knowledge of NCUA, BSA, and consumer financial regulations.
• ALM, liquidity planning, ERM leadership and investment portfolio management.
• Executive-level experience reporting to CEO/board; growth or major transformations.
• Microsoft Office proficiency.

Responsibilities

• Lead Accounting, Financial Analysis, Risk Management, Compliance and Audit teams.
• Forecast financial trends, control risk and ensure profitability.
• Report results to executives and stakeholders; contribute to strategic planning.
• Assist CEO with short- and long-term budgeting and initiatives; monitor budgets.
• Attend board meetings and report on assigned areas of responsibility.

Skills

Financial leadership

Strategic planning

ALM knowledge

Regulatory compliance

Stakeholder communication

Data analytics

Education

Master's degree

Bachelor's degree + CPA/CFA

Tools

Excel

Job description

Description

POSITION: SVP Finance or CFO: Depending on Experience

PRIMARY FUNCTION: This role leads the Accounting, Financial Analyst, Risk Management, Compliance and Audit Teams in planning, development, implementation, reporting and maintenance on all aspects of credit union financial and risk matters. Provides information to analyze and forecast financial trends, control risk and ensure profitability. As an organizational leader, is responsible for working effectively with all stakeholders, reporting key results to the organization, and achieving the key objectives of the organization. Serves as a member of the executive team.

This position is eligible for the hybrid work program.

EXECUTIVE TEAM: As a member of the executive team, assist the President in preparing short-term and long-range strategic planning; establish a budget for lending departments and initiatives and ensures that budgeted goals are achieved, and cost objectives are met. Develop and monitor all lending departmental budgets. Attend board meetings and report on assigned areas of responsibility.

EXPERIENCE:

10–15 years of similar or related experience.

Experience with financial governance, supervisory management, financial projections, strategic planning, and compliance management.

Experience leading initiatives involving both technical and business stakeholders

REQUIRED SKILLS:

Proficiency developing and overseeing financial, statistical and accounting records.

Financial Leadership such as strategic financial planning, budgeting and forecasting, and financial statement analysis, including strong understanding of lending and deposit operations; Data & Financial Analytics such as modeling, KPI development, scenario planning, forecasting, and trend analysis.

Effective risk, issue, dependency, and decision management skills.

Compliance and Regulatory knowledge of NCUA regulations, BSA, Consumer financial regulations, and policy and procedure oversight

Expertise in Asset Liability Management (ALM); Liquidity and capital planning; Enterprise Risk Management (ERM) leadership; Treasury and investment portfolio management; and understanding of FFIEC guidance

Preferred Qualification:

Executive-level experience at a credit union, bank, or regulated financial institution, reporting directly to CEO, Board of Directors, Supervisory Committee

Experience managing organizational growth, mergers, acquisitions, or significant business transformations

Microsoft Office Proficient

EDUCATION: (1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA, CFA).

STARTING SALARY: Depending on Experience

BENEFITS:

• Medical
• Dental
• Vision
• Life/Disability/AD&D
• EAP
• Aflac
• 401k with Matching
• Paid Vacation/Sick/Personal
• Paid Volunteer Hours

STARTING DATE: TBD

WORK LOCATION: Old Mill Branch

Requirements

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee must perform the following physical tasks: Speaking on the telephone approximately 20% percent of workday. May need to shovel snow occasionally outside the office to clear sidewalks, etc. Continuous sitting, standing, talking, and listening for extended periods of time, use of hands in repetitive tasks such as typing and writing, speaking, and hearing for interaction with members and coworkers, clarity of vision at 20 inches or less for processing of member transactions and computer usage, and memory demands in recalling Credit Union policies, services, and state and federal regulations. Occasional lifting up to 35 pounds to move supplies or office equipment, bending, squatting, or kneeling to reach supplies on ground level, reaching above shoulder level to reach supplies overhead.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee works in an office environment. The noise level in the work environment is average and is impacted by computers, printers, scanners, phones, and other surrounding conversations. The credit union is located in Central Oregon and weather during the winter may impact travel. Seasonal fires may impact air quality.

AAP/EEO Statement

Mid Oregon Federal Credit Union is committed to building a diverse and inclusive organization, provide equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Mid Oregon Federal Credit Union believes that each employee makes a significant contribution to our success. This position description is designed to outline primary duties, qualifications, and job scope, but not limit our employees nor the organization to just the work identified. It is our expectation that each employee will offer their services wherever and whenever necessary to ensure the success of the company.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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