Chief Financial Officer
|Madison, WI or Washington, DC|
|Direct Hire - Full Time|
Serve as a collaborative partner to the President/CEO, COO, Board, and staff to provide strategic financial leadership and direction that will ensure CUNA’s long-term financial well-being and growth.
Guide and direct all aspects of CUNA’s financial and day-to-day operations and strategies in conjunction with the President/CEO, COO, and Board of Directors, taking initiative to bring financial and business expertise to strengthen all aspects of the association’s operations.
Direct the long-term investment strategy for the organization’s reserves and the short-term investment and cash management strategy; assist the Board in establishing appropriate investment policies for short-, medium- and long-term investments, manage relationships with credit unions and other financial institutions and investment managers.
Identify and implement appropriate and user-friendly methods of project budgeting, scenario forecasting and cost allocation; work with staff to analyze the financial feasibility and impact of proposed projects, activities, and organizational investments; coordinate financial systems with project management systems to guide the current and projected operations of the organization.
Serve as the organization’s chief risk management officer by identifying major risk areas and developing, maintaining, and monitoring a comprehensive organizational risk management plan. This will include leading an internal risk management committee that considers enterprise risk and our ability to appropriately reduce, manage and mitigate risk.
Supervise a finance staff of 10 and institute, document and implement proper financial controls including separation of duties, to ensure accuracy, timeliness and integrity of all financial and accounting transactions and records.
Prepare annual organizational budgets and long-range financial projections; prepare cash flow budgets and projections; establish financial targets and provide input into the development of operational targets; monitor financial performance and recommend and facilitate operational adjustments to ensure satisfactory outcomes for the organization.
Oversee preparation and sharing of monthly financial reports, audits, procurement policies, payroll and tax reporting to ensure compliance
We have a knack for matching talent with culture and culture with talent. It’s something that comes with open, honest communication—a skill we’ve honed through years of sharing knowledge and building connections within our communities. We do this because we believe the well-being of you and everyone else is more than professional. It’s personal.
Learn more about how we can help fulfill your needs.