Chief Financial Officer (CFO)

American Heritage Credit Union

$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, business administration, or related field
  • CPA required; MBA, CFA, or advanced certification preferred
  • 7-10+ years of progressive financial leadership experience
  • Experience in regulated financial institutions, especially credit unions or community banks
  • Deep expertise in GAAP, NCUA regulations, ALM, and financial modeling
  • Strong communication and leadership skills
  • Ability to simplify complex financial concepts for diverse audiences.

Responsibilities

  • Lead the organization's financial direction, ensuring fiscal integrity.
  • Serve as a trusted advisor to the CEO and Board on financial strategy.
  • Oversee accounting, financial planning, reporting, and treasury activities.
  • Drive balance sheet optimization through data-driven insights and analysis.
  • Ensure compliance with GAAP and NCUA regulations and strong internal controls.
  • Develop and manage a high-performing finance team.
  • Support enterprise risk management and electronic fund services initiatives.

Benefits

  • Collaborative work environment within a growing credit union
  • Opportunity for strategic leadership influencing organization-wide initiatives
  • Engagement with diverse stakeholders including regulators and auditors
  • Professional development support for advanced financial certifications
  • Participation in cross-functional initiatives and strategic planning processes.
Full Job Description
Chief Financial Officer (CFO) American Heritage Credit Union, a $5+B credit union, is looking for its next Chief Financial Officer to serve as a senior executive responsible for the organization's financial leadership and fiscal integrity. We're seeking a strategic, hands-on CFO to lead the financial direction a growing credit union, its network of CUSOs, and affiliated foundation. This executive will serve as a trusted advisor to the CEO and Board, guiding financial strategy, performance, and risk while overseeing accounting, corporate financial planning and reporting, ALM, ALCO, treasury, enterprise risk, and electronic fund services. The CFO plays a key role in cross-functional initiatives, including strategic planning, product and pricing decisions, and leads the budgeting, forecasting, and long-range financial planning aligned with growth, capital, and liquidity goals. This role ensures strong financial governance, including GAAP and NCUA compliance, internal controls, and audit readiness, and drives balance sheet optimization through data-driven insights and scenario analysis. The CFO will lead and develop a high-performing finance team, partner with regulators, auditors, and vendors, and support enterprise risk management efforts and electronic fund services across the organization. Candidates should be well-credentialed and skilled with a bachelor's degree in finance, accounting, business administration or a related field. CPA required; MBA, CFA or advanced certification preferred). 7-10+ years of progressive financial leadership in a regulated financial institution, preferably within a credit union or community bank. Deep expertise of GAAP, NCUA regulations, ALM, and financial modeling is essential, along with strong communication and leadership skills and the ability to translate complex financial concepts for executive and Board audiences. For consideration email resume and salary requirements to Kristine P. Belser - Chief Human Resources Officer at or you can apply online at:

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