SVP/Chief Financial Officer - Tampa, United States - Florida Central Credit Union

Description

SVP/Chief Financial Officer - Credit Union CFO

3333 Henderson Blvd, Tampa, FL 33609, USA

Req #284
Friday, May 3, 2024

Role:

To direct the financial and operational affairs of the Credit Union; to establish major economic and financial objectives and policies for the Credit Union.

Major Duties and Responsibilities

:

Oversees Accounting, IT and Collection departments; hires, trains, directs, and evaluates employee performance within the departments; recommends promotions/transfers and salary adjustments.

Prepares financial reports; ensures complete/accurate financial, statistical, and accounting records of the Credit Union.

Directs the Credit Union's investment activities as custodian of funds, securities, and assets of the organization; promotes the Credit Union in financial markets to assure sources of capital.

Implements and reviews risk management initiatives.
Oversees and directs Treasury, audit, tax, accounting, purchasing, real estate, and insurance activities.
Directs preparation and evaluation of capital plans; directs receipt, disbursement, and expenditures of money or capital assets.
Writes, reviews, and distributes financial policy and procedure statements to ensure regulatory and policy compliance.
Oversees safekeeping, control, and accounting for assets and securities.
Reviews operational procedures to obtain optimum efficiency and reduced costs.
Oversees reporting to regulatory authorities and to the Board.
Formulates and executes investment policy; prepares financial forecasts.
Works with auditors/examiners on year‐end and comprehensive audits.

All employees are made aware of their responsibilities under the BSA/CIP/OFAC regulations with continuing training, to ensure that they adhere to our internal policy and procedures.

Knowledge and Skills:

Experience:

Five years to ten years of similar or related experience.
Education/Certifications/Licenses:

A college degree and a professional certificate or a graduate degree.
Interpersonal Skills:

The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust.

Obtaining cooperation (internally and/or externally) is an important part of the job.
Other Skills:

• A degree in Business Administration, Finance, or Accounting. 2. Excellent analytical skills, people skills, and self‐direction. 3. Proficiency with PC accounting, spreadsheet, and word processing software. 4. Background in financial data processing systems preferred. 5. Jack Henry/ Symitar experience preferred.

Benefits for Full time employees includes:

401(k) w/ up to 5% matching
Pension
Medical insurance
Vision insurance
Life insurance
Disability insurances

FSA
Paid Vacation, Sick & Holiday hours
An Equal Opportunity Employer Minorities/Females/Veteran/Disable

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