What are the responsibilities and job description for the Chief Financial Officer - Credit Union position at Page Executive?
CFO opportunity leading Finance, Accounting and Operations for a $1.1bn credit union. Partner with the CEO and Board on strategy, ALM, investments, regulatory reporting, growth and performance.
Client Details
Our client is a well-established, member-focused financial institution based in Gurnee, Illinois. With over $1 billion in assets and a strong local presence, the organization is committed to delivering exceptional service while investing in continued growth, innovation and operational excellence.
Description
Our client is a well-established, member-focused financial institution headquartered in Gurnee, Illinois. With a strong balance sheet, significant assets under management and a long-standing reputation for service excellence, the organization continues to invest in growth, innovation and operational effectiveness while maintaining a commitment to its members and community.
Reporting directly to the Chief Executive Officer, the Chief Financial Officer will provide strategic and operational leadership across Finance, Accounting and Operations. This executive will play a critical role in shaping the organization's financial strategy, supporting long-term growth and ensuring the highest standards of financial stewardship, regulatory compliance and risk management.
The CFO will serve as a trusted advisor to the CEO, executive leadership team and Board of Directors, providing insight and recommendations to support strategic decision-making.
- Lead all financial planning, budgeting, forecasting and reporting activities.
- Oversee the preparation and presentation of financial statements in accordance with GAAP and applicable regulatory requirements.
- Partner with the CEO and Board to develop and execute strategic financial objectives.
- Manage asset liability strategies, liquidity planning and investment portfolio performance.
- Provide financial analysis and insights to support business initiatives and operational decision-making.
- Lead board reporting, financial presentations and executive-level communications.
- Direct regulatory reporting and ensure ongoing compliance with industry requirements.
- Oversee finance, accounting and operational functions, driving continuous improvement and efficiency.
- Manage vendor relationships and support enterprise-wide risk and governance initiatives.
- Develop, mentor and lead high-performing teams across multiple functional areas.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
Profile
A successful Chief Financial Officer should have:
- Bachelor's degree in Accounting, Finance, Business or a related discipline.
- CPA designation required; MBA preferred.
- Progressive leadership experience within financial services, banking, credit unions or regulated financial institutions.
- Strong expertise in financial planning and analysis, regulatory reporting, asset liability management and investment oversight.
- Proven ability to influence executive stakeholders and present effectively to Boards of Directors.
- Strategic thinker with strong leadership, communication and team development capabilities.
- Demonstrated success leading through growth, transformation and organizational change.
Job Offer
- Competitive salary ranging from $225,000 to $265,000 annually.
- Comprehensive benefits package to be discussed further during the hiring process.
Interested? Apply today.
About the Company
Our client is a well-established, member-focused financial institution headquartered in Gurnee, Illinois. With a strong balance sheet, significant assets under management and a long-standing reputation for service excellence, the organization continues to invest in growth, innovation and operational effectiveness while maintaining a commitment to its members and community.
The Opportunity
Reporting directly to the Chief Executive Officer, the Chief Financial Officer will provide strategic and operational leadership across Finance, Accounting and Operations. This executive will play a critical role in shaping the organization's financial strategy, supporting long-term growth and ensuring the highest standards of financial stewardship, regulatory compliance and risk management.
The CFO will serve as a trusted advisor to the CEO, executive leadership team and Board of Directors, providing insight and recommendations to support strategic decision-making.
Key Responsibilities
Lead all financial planning, budgeting, forecasting and reporting activities.
Oversee the preparation and presentation of financial statements in accordance with GAAP and applicable regulatory requirements.
Partner with the CEO and Board to develop and execute strategic financial objectives.
Manage asset liability strategies, liquidity planning and investment portfolio performance.
Provide financial analysis and insights to support business initiatives and operational decision-making.
Lead board reporting, financial presentations and executive-level communications.
Direct regulatory reporting and ensure ongoing compliance with industry requirements.
Oversee finance, accounting and operational functions, driving continuous improvement and efficiency.
Manage vendor relationships and support enterprise-wide risk and governance initiatives.
Develop, mentor and lead high-performing teams across multiple functional areas.
Ideal Candidate
Bachelor's degree in Accounting, Finance, Business or a related discipline.
CPA designation required; MBA preferred.
Progressive leadership experience within financial services, banking, credit unions or regulated financial institutions.
Strong expertise in financial planning and analysis, regulatory reporting, asset liability management and investment oversight.
Proven ability to influence executive stakeholders and present effectively to Boards of Directors.
Strategic thinker with strong leadership, communication and team development capabilities.
Demonstrated success leading through growth, transformation and organizational change.
Salary : $225,000 - $275,000