Chief Financial Officer (CFO)

Posted on Nov 20, 2018 by JobLeads

Boise, ID 83701
Senior Appointments
Immediate Start
Annual Salary
The Chief Financial Officer (CFO) is a key contributor on the senior executive team (the Chief Financial Officer, Chief Lending Officer, Chief Experience Officer, and the Chief Executive Officer) who serves to establish the strategic direction for the planning and execution of finance, accounting, risk management, human resources, employee development, technology (applications, infrastructure, data, security), project management, and forecasting activities at the credit union. Additionally, this position serves as a key player in developing the overall strategic direction of the Credit Union. This position advises and reports directly to the President/CEO., 1. Functions as a key member of the Executive Team and assists in the development and promotion of the strategic direction of the credit union. Works closely with all leadership of the credit union, as well as the Board of Directors. Identifies the C-suite as their primary team, building a strong level of team health while focusing on overall organizational results. 2. Provides expertise and guidance regarding the financial position of the credit union. Analyzes trends, makes recommendations and provides reports to assist the Board of Directors in their responsibilities. 3. Develops and executes strategic business plans for credit union relating to all technology (applications and infrastructure). 4. Provides mentoring, coaching, and training to support and develop managers and staff. 5. Responsible for organizational leadership on technology issues, the successful delivery of services to members via digital channels, management of the technology research and review function, and the successful implementation and ongoing performance of all technology applications for the Credit Union. 6. Develops strategies to grow revenue, increase profitability, grow assets and manage all aspects of balance sheet performance. 7. Functions as a key member of the executive team and is an active participant in the development, execution and promotion of the strategic direction of the Credit Union. 8. Works closely with management within organizational structure (VP Finance, VP Risk, VP of Technology, VP HR/ERC) to implement business objectives and promote strategic direction. 9. Oversees administration of investment portfolio to provide liquidity and safety, while optimizing earnings in accordance with establish policies. 10. Promotes organizational efficiencies to improve quality and quantity of member service with technology, enhanced employee productivity, and communication. 11. Understands, believes, communicates and supports the credit union philosophy, values and mission of the organization. 12. Ensures compliance with generally accepted accounting principles (GAAP), NCUA and other regulatory agency guidelines. Adheres to all compliance standards set forth by Federal and State laws and Regulations. 13. Participates with other members of senior management and the Board of Directors in strategic planning concerning the future direction and operations of the Credit Union. Supervisory Responsibility: This position has direct supervisory responsibility for the VP Finance, VP HR, VP Technology, and the VP Risk Management. Interpersonal Contacts: This highly visible position has direct contact and regular interactions within all levels of the organization, the Board of Directors, state and federal examiners and other key external stakeholders. Education/Experience: Bachelor's degree in business, finance or a related field. Qualification Requirements: A minimum of 8-10 years of progressive leadership/management experience, with at least four of those years in a Finance or Accounting Management position within the financial services industry (Credit Union or Banking). Previous experience leading technology is desirable. Skills, Job Knowledge & Abilities: 1. Possesses exceptional verbal and written communication skills, including the ability to deliver presentations on complex topics to management, the board, various board committees, and outside groups. 2. Demonstrated knowledge of consumer and real estate lending policies, procedures, regulations and systems. 3. Skilled in communicating effectively with key stakeholders and leveraging critical relationships. Able to articulate and influence change. 4. Excellent supervisory, interpersonal, communication, analytical and problem-solving skills. Leadership Competencies: Demonstrated actions and progressive results in current and previous positions surrounding the Board approved Ten Leadership Competencies. Strategic & Transformational Qualities: Strategic and Transformational Qualities are those leadership competencies that are required of any successful business leader because they activate foresight, positive/forward thinking, and implement change and growth. 1. Visionary Thinker - Naturally formulates and manages vision and singleness of purpose. Is creative, inspiring and motivating. Creates ideas. Has strategic agility, is innovative, forward thinking, and ambitious. Adventurous, explorer, comfortable with paradox and uncertainty. 2. Leader - Ethical, courageous. Has command presence, can quickly prioritize and focus self and others, good planner, drives for results. Focused, organized and decisive, can stand alone. Has the intellectual horsepower to reason, think through and formulate a direction. Effectively delegates. Measures and takes calculated risk. Self-reliant. 3. Change Agent - Can manage and personally make changes, listens effectively, action orientation, not satisfied with the status quo, uses s effectively. Is approachable while confronting conflict. Develops others and is a consensus builder. Motivating, and considered fair and just. 4. Relational & Political Acumen - Is effective with all types of people, is affirming and reinforcing of others. Can "size up" people quickly, and create alliances, influences others. Understands, considers and maneuvers through challenging situations with comfort and humility. Composed, subtle. Understands fine differences, possesses and uses political savvy. Has a strong relationship with subordinates, peers, bosses, vendors, the community, and outsiders. 5. Performer / Implementer - Action orientation. Possesses required financial and technical skills to do the job. Can focus, drive for results. Systematic and trusted to follow-through. Maintains perseverance. Patient, comfortable with rules. Critical Transactional Qualities: Critical Transactional Qualities are those leadership competencies that are required of any successful business leader because they reinforce, support and further develop the essential business qualities, functions, and actions. 1. Effective Communicator - Is trusted, informing. Can explain and motivate others, negotiates well, can effectively manage conflict, effective at using personal disclosure. Uses humor. Artful storyteller. Good verbal, written and media skills. Comfortable receiving help. 2. Decisive Decision Maker - Makes quality decisions in a timely manner, can learn on the fly, deals well with ambiguity, strong problem solver, measures work. Critical thinker. Has the technical learning/perspective to inform decisions. Cool headed. 3. Demonstrates Experienced Business Acumen - Experienced and brings wisdom and perspective to issues and problems, makes quality decisions, can manage process and people problems. Consistent in their dealings. Strives for self-development and lifelong learning. Knowledgeable in using electronic information. Understands the subtlety of issues and situations. Maintains appropriate knowledge of external environment 4. Cultural Driver - Knowledgeable and comfortable across diverse ethnic groups. Understands and actively reinforces desired organizational culture, effectively marries and manages process with culture. Understands internal environments and change agents. Has interpersonal savvy, can adjust personal style to what is needed. Can see solutions within the context of desired culture. 5. Focuses on Membership (Customer) - Has a customer first focus, comfortable with the paradox of the individual need versus what is best for the whole. Continually places the membership's financial needs first. Working Conditions: 1. Finger Dexterity - To perform various clerical duties such as typing, writing and maintaining files. 2. Hearing - Frequent, in person and on the telephone. 3. Language/Mathematics Ability - Continuous performance of basic numeric calculations, as well as writing, reading, comparing and analyzing. Continuous alertness, precision and concentration to ensure accuracy and thoroughness of work. Occasional performance of complex numeric calculations. 4. Physical Strength - Continuous sitting. Occasional standing and walking. Occasional lifting up to 35 pounds. Occasional bending, squatting or kneeling. Occasional reaching above shoulder level. 5. Reasoning Ability - Continuous use of judgment, reasoning, patience and negotiation. Frequent use of initiative, ingenuity and creativity. Frequent problem solving. 6. Repetitive Motion - Frequent use of hands in repetitive tasks such as simple grasping and twisting/turning of wrists. Phone Fax Idaho Office: 2710 W Sunrise Rim Rd, Suite 100 Boise, ID 83705 Oregon Office: 13221 SW 68th Pkwy, Suite 400 Tigard, OR 97223 Washington Office: 18000 International Blvd, Suite 350 SeaTac, WA 98188

Reference: 559325088

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