Chief Financial Officer

Gogulfwinds - Orlando, FL

Full-time - Senior

Orlando, FL

501-1,000 employees

About the position

The Chief Financial Officer (CFO) at Gulf Winds Credit Union plays a pivotal role in driving financial results and shaping the long-term future of a high-performing Credit Union. This position is responsible for determining both short-term and long-term objectives in Accounting, Finance, and Risk Management for the Credit Union as a whole, as well as for significant initiatives such as mergers, acquisitions, and derivatives that drive the Credit Union's growth. The CFO oversees the development, implementation, and execution of strategic initiatives to achieve the Credit Union's objectives in accordance with policies established by the President/CEO and the Board of Directors. This role involves monitoring the performance of the Credit Union and the economic environment to mitigate risks while fostering balanced and intelligent growth. Additionally, the CFO maintains primary oversight of liquidity and interest rate risk. As a key leader within the organization, the CFO coordinates investments, efforts, and financial resources, actively seeking opportunities to strengthen Gulf Winds' operations and protect its financial strength. The CFO develops mechanisms to ensure sound information and analysis that is pertinent and timely, collaborating closely with executive management team members, auditors, and regulators. This position also provides crucial oversight to subordinate leaders in key areas such as Accounting, Finance, and Risk Management, ensuring these areas are effectively managed and aligned with the Credit Union's overall objectives, which underscores the CFO's role in maintaining the Credit Union's financial health and stability. The essential functions and responsibilities of the CFO include directing and monitoring Accounting, Finance, and Risk Management operations through subordinate leaders to ensure the Credit Union meets established goals and objectives. The CFO is responsible for collaborating with divisional leaders to develop and maintain a future-focused divisional strategic plan that drives financial growth and supports the overall strategic plan for the Credit Union. They oversee the management and maintenance of the Credit Union's Asset Liability Management (ALM) models and profitability, ensuring that the Credit Union makes informed decisions based on the best analysis available. The CFO formulates and recommends operating policies and objectives, ensures compliance with approved policies, and maintains sound services and working relationships with governmental bodies and key vendors. They analyze monthly, quarterly, and annual reports, providing insights on liquidity, investment, delinquency, and regulatory compliance, while also reviewing and evaluating investment opportunities for suitability to the Credit Union's portfolio.

Responsibilities

• Direct and monitor Accounting, Finance, and Risk Management operations for the entire Credit Union through subordinate leaders.
• Collaborate with divisional leaders to develop and maintain a future-focused divisional strategic plan that drives financial growth.
• Oversee the management and maintenance of the Credit Union's ALM models and profitability.
• Manage financial analysis to establish a system of appropriate internal controls and useful/actionable financial data.
• Formulate and recommend operating policies and objectives or changes in existing policies and objectives; ensure compliance with approved policies.
• Review laws and regulations impacting compliance with respect to financial functions and make recommendations for change.
• Analyze monthly, quarterly, and annual reports and provide analysis of the information presented.
• Review and evaluate investment opportunities for suitability to the Credit Union's portfolio and have investment authority to make changes.
• Prepare and update credit union peer group related financial reports.
• Participate in Credit Union management issues through standing and ad hoc committees.

Requirements

• Ten plus years of progressively responsible experience in managing Accounting and Finance functions, including experience in Asset Liability Management.
• Experience in Risk Management or Enterprise Risk Management (ERM) is a plus.
• Minimum five years of senior executive management experience.
• A master's degree, or a bachelor's degree plus professional certification (e.g., CPA).
• High level of interpersonal skills critical for motivating or influencing others.

Nice-to-haves

• Experience in a credit union or financial institution environment.
• Familiarity with regulatory compliance and financial reporting standards.

Benefits

• Professional development opportunities.
• Collaborative and team-focused work environment.
• Open and transparent communication with leadership.
• Consistent coaching and opportunities to improve performance.