We are assisting our client, Kohler Credit Union, a $500 million dollar credit union with ten locations, with the recruitment and selection of a Chief Financial Officer. This position will oversee the financial, investment and retirement services, purchasing and facilities operations of the Credit Union, including direct responsibility for accounting, finance, forecasting, property management, negotiations, and member relationships. Development and maintenance of a financial strategy, monitoring of control systems designed to preserve company assets, and development of staff will be key roles of this position.
Principal Duties and Responsibilities:
Provide strategic guidance to the Chief Executive Officer and ensure he/she is informed of all relevant matters.
Assess and evaluate financial performance of the credit union regarding short- and long-term operational goals, budgets and forecasts.
Create and establish yearly financial objectives that align with the credit union’s plan for growth and expansion.
Identify, acquire and implement systems/software to provide critical financial and operational information while increasing working efficiency.
Prepare (directly or through others) and present monthly financial reports including profit and loss, forecast vs. budget and other financial reports.
Manage and monitor the operating budget and capital requests process for the entire organization.
Ensure timeliness and accuracy of financial and management reporting data for CEO, Board of Directors and regulatory agencies.
Manage the accounting and purchasing staff including work allocation, systems training, performance evaluations, and the building of an effective and efficient team dynamic.
Manage the following areas to ensure effective and accurate operations: asset liability, investments, treasury, liquidity, risk management, purchasing, capital budgeting, financial compliance, profitability, facilities and investment and retirement services.
Communicate, engage and interact with Board of Directors. Attend Board meetings.
Act as a liaison with examiners and auditors.
Participate in community activities and other visibility opportunities.
Knowledge, Skills, and Abilities:
Bachelor’s degree in Business Administration, Finance or a related field or equivalent combination education and experience. Master’s degree and/or CPA preferred.
A minimum of five years of experience within a financial institution environment.
Supervisory/leadership experience required.
If you are an enthusiastic leader who prides themselves on providing world class customer service and would like to learn more about this opportunity, please submit your resume with salary requirements to our client career portal.
An Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
About Kohler Credit Union
Kohler Credit Union is a $500 million dollar credit union with ten locations.