Chief Financial Officer

Madison, WI or Washington, DC
Direct Hire - Full Time
First Shift
Credit Union National Association is recruiting for a Chief Financial Officer in partnership with QTI Executive & Professional Search.
Credit Union National Association (CUNA) is excited to announce an opening for a Chief Financial Officer. This is an exciting opportunity for an individual to play a key role in CUNA’s continued growth and success. We are looking for a leader with proven financial skills, an entrepreneurial spirit and an ability to think strategically, creatively, and tactically.


  • 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


The successful candidate will have a Bachelor’s degree in Accounting or Finance and preferably a CPA. They will have demonstrated success in managing all financial management activities of an organization including implementation of financial information and control systems, general ledger budgeting, and cost allocation. Ideally possess ten or more years of increasing responsibility in organizational financial management and direction; to include tax exempt and “c” corporation work. The leader must be able to inspire and motivate staff through effective communication while demonstrating the highest level of personal and professional integrity and quality standards.
Internal grade 197

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