Summary

 The Chief Financial Officer plans, develops and oversees financial planning and direction for the Westby Co-op Credit Union. Duties foster assurance that all financial objectives, growth strategies and goals are met in accordance with Board directives and within compliance of regulation. Actively participates as a member of Executive Management in setting organizational goals of the credit union. Oversees all accounting and back office operations delegated to staff.

Responsibilities

• Manage and balance numerous general ledgers, deposit accounts, investment portfolios and credit union debt according to ethical standards above reproach and Generally Accepted Accounting Principles.
• Prepare, implement, and supervise the budget in accordance to the Board approved allocations (long and short term).
• Prepare all financial reports necessary for government agencies, audit purposes and various monthly reporting, including secondary market investments.
• Direct the allocation and management of the corporate portfolio investing for maximum return with minimal risk.
• Manage funding of Secondary Market Mortgage Loans.
• Analyze financial products to ensure competiveness and soundness for WCCU and our members.
• Serve as liaison for investments, audits and exams, assisting them with requests or suggestions as needed.
• Ensure that the President is kept fully informed on the conditions and financial operations of the Credit Union, and of all important factors influencing them.
• Serve on committees and attend board meetings to present or analyze financial information.
• Oversee select vendor contracts in direct relationship with the position as assigned.
• Serve as alternate resource person for wire transactions, accounts payable, IRA and check reconciliation.
• Keep current on regulatory changes, economic data, and market trends to assist in maximizing the credit union’s financial portfolio.
• Other job-related duties as may be necessary to carry out the responsibilities of this position.

Qualifications

• Bachelor’s degree in business, management, or accounting field; or comparable experience required.
• At least 5 years experience in an accounting / financial field required. Supervisory experience needed.
• Knowledge of Generally Accepted Accounting Principles (GAAP).

About the Organization

 Our commitment to the mission, “Helping You Build A Better Life,” shapes our credit union’s approach as we work with our communities, members, and each other. Our mission reflects the importance of providing personalized financial services and targeted community outreach that supports the unique and meaningful journeys of our members and staff. As WCCU continues to grow, we are committed to providing unparalleled service, adapting to our communities, members, and staff’s evolving needs by building a resilient and supportive partnership.

How to Apply

Apply online HERE!