Chief Financial Officer

San Diego Metropolitan Credit Union - San Diego, CA

Full-time - Executive

San Diego, CA

Credit Intermediation and Related Activities

About the position

The Chief Financial Officer (CFO) at San Diego Metropolitan Credit Union is a key executive role responsible for directing the financial affairs of the organization. Reporting directly to the CEO, the CFO will oversee the Accounting/Finance and Risk and Compliance Departments, ensuring adherence to accounting principles and regulatory compliance. This position plays a crucial role in strategic planning, financial analysis, and performance evaluation, contributing to the overall growth and success of the Credit Union.

Responsibilities

• Hire, train, and mentor the Accounting and Risk and Compliance Departments.
• Be an active member of the Credit Union's Asset Liability Committee (ALCO).
• Shape strategic and business plans using financial insights.
• Establish yearly financial objectives aligned with growth plans.
• Oversee net worth and forecast analysis.
• Analyze financial performance, liquidity, cash flow, budget, and cost control.
• Manage the annual budget and prepare monthly financial reports.
• Review policies and procedures, recommend changes, and develop new ones.
• Act as the main contact with investment houses and financial institutions.
• Supervise the creation of reports and tools for budgeting and forecasting.
• Oversee the preparation and communication of financial statements.
• Ensure the accuracy of all financial and statistical reports for the Board of Directors.
• Ensure compliance with all relevant laws and regulations.
• Coordinate audit activities with internal and external auditors.

Requirements

• Bachelor's degree in finance or accounting required; MBA is a plus; CPA strongly preferred.
• Minimum five years of CFO experience in the financial services industry.
• Excellent analytical, reasoning, and problem-solving skills.
• Significant experience with budgets, forecasting, analysis, asset/liability management, and investments.
• Strong ability to manage multiple projects with multiple deadlines.
• Demonstrated leadership ability, confidence, and executive presence.
• Professional written and verbal communication skills.
• Excellent collaborative skills and the ability to build positive working relationships.