Chief Financial Officer

Advia Credit Union - Kalamazoo, MI

Full-time - Executive

Kalamazoo, MI

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Chief Financial Officer (CFO) plays a pivotal role in the financial oversight of the credit union, working closely with the President/CEO to ensure the organization's financial health and strategic direction. This position is responsible for directing the preparation of financial reports, summaries, and forecasts that predict future growth. The CFO oversees treasury functions, budgeting, tax compliance, accounting, asset and liability management, and financial control activities. The role requires the development and coordination of necessary accounting and statistical data, ensuring that the financial results and conditions are presented fairly under U.S. GAAP. The CFO is also tasked with safeguarding the organization's assets to maximize returns. In addition to financial management, the CFO leads the Accounting, Business Reporting, and Finance teams, providing training and supervision while ensuring compliance with company policies and applicable state and federal regulations. This leadership role involves managing a growing team of high-level professionals, focusing on operational and strategic goals, as well as the professional development of team members. A key aspect of this position is to drive the credit union's mission by delivering outstanding service to both internal and external members, embodying the core values of integrity, progress, relationship building, and member-centric service. Advia Credit Union is a rapidly growing institution, ranking in the top 3% of credit unions in the U.S., serving nearly 200,000 members with over $3 billion in assets. The organization prides itself on providing competitive products and services while emphasizing community responsibility through volunteering and charitable contributions. The work environment is described as fast-paced, performance-driven, and enjoyable, with a culture that encourages hard work balanced with fun. Employees can expect regular feedback, development opportunities, and a supportive team atmosphere.

Responsibilities

• Manage direct reports to maximize productivity and efficiency, including hiring, directing job assignments, monitoring performance, coaching, and ensuring compliance with regulatory requirements.
• Oversee budget planning, preparation, and administration processes to control operating expenses and achieve strategic objectives.
• Manage and optimize the investment and borrowing portfolios to achieve above-average earnings and safeguard assets.
• Monitor interest rate, credit, and portfolio risk status, setting limitations for Asset/Liability Management and providing detailed reports to the Board and Executive Management.
• Engage proactively with the community through volunteer efforts and participation in committees or boards to support Advia's core values and social mission.
• Lead the Analytics team to support all analytics needs, conducting quantitative and qualitative research to recommend marketing activities and drive progress.
• Ensure compliance with applicable laws and regulations, including the Bank Secrecy Act and the Patriot Act.

Requirements

• Experience in investment strategies and management of liquidity and investment portfolios.
• A college degree and a professional certificate or a postgraduate degree; CFA, CPA, and CMA preferred.
• Expert level of interpersonal and written communication skills, with the ability to motivate and influence others.
• Experience in generally accepted accounting principles and all State and Federal regulations affecting the finance function.
• Experience in budget forecasting and regulatory reporting.
• Knowledge of tax regulations and requirements for Thrift institutions.

Benefits

• Competitive salary
• Health insurance
• Retirement savings plan
• Paid time off
• Professional development opportunities
• Flexible work environment