Advia Credit Union - Kalamazoo, MI
posted about 2 months ago
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.