AltaOne Federal Credit Union · 5 months ago
Chief Financial Officer
Ridgecrest, CA
Full-time
Hybrid
Director/Executive
$179K/yr - $179K/yr
8+ years expAltaOne Federal Credit Union is seeking a Chief Financial Officer (CFO) to provide strategic leadership for all financial aspects of the organization. The CFO will oversee financial management, risk management, and compliance, while advising the CEO and Executive Leadership Team to support long-term financial sustainability.
CreditFinanceFinancial ServicesNon Profit
Responsibilities
Develop and implement the organization’s overall financial strategy and annual operating plan
Analyze current financial performance and forecast future growth opportunities
Provide strategic insight into branch and product profitability, recommending actions to maximize return
Communicate financial results and strategy to the CEO, Leadership team, and stakeholders
Direct the preparation of all financial reporting: balance sheets, income statements, shareholder and regulatory reports
Oversee accounting operations, including general ledger, accounts payable/receivable, and payroll
Lead the annual budgeting and forecasting process; monitor actual performance versus budget
Review financial planning processes and recommend improvements for efficiency and effectiveness
Oversee asset/liability management and monitor interest rate, credit, and portfolio risks
Update and enforce ALM policy in accordance with NCUA regulations
Manage insurance and risk programs to ensure adequate coverage of credit union assets
Evaluate and mitigate operational and strategic financial risks
Ensure compliance with all financial regulations, including the Bank Secrecy Act, Patriot Act, and OFAC
Lead the annual audit process and coordinate with internal and external auditors and regulatory bodies
Maintain current knowledge of industry trends, accounting standards, and legal regulations
Direct and mentor the Finance and Accounting departments
Promote a collaborative, high-performance culture aligned with AltaOne’s mission and values
Work with Human Resources to develop leadership capabilities within the finance team through coaching, training, and succession planning
Oversee or serve as the primary liaison to external auditors, regulators, investment bankers, supervisory committee, and other financial institutions
Represent the Credit Union in financial matters with rating agencies and industry peers
Oversee Audit, Compliance, Accounting and Finance teams, coaching, and performance evaluations
Collaborate with department leaders to monitor budgets, resource use, and alignment with strategic goals
Lead regular meetings to align cross-functional goals and financial planning efforts
Model AltaOne’s values with professionalism, empathy, and respect
Drive collaboration, accountability, and operational excellence across all departments
Prioritize continuous development, teamwork, and integrity
Support the Credit Union’s mission to enhance the financial well-being of its members
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or related field required
Minimum of 8–10 years of senior-level financial leadership, preferably in a credit union or banking environment
Strong leadership, strategic thinking, and communication skills
Exceptional analytical and organizational abilities
Innovative mindset with a focus on continuous improvement
Deep understanding of GAAP, FASB standards, and NCUA regulations
Advanced proficiency with financial modeling, forecasting, and reporting tools
Preferred
Master's degree strongly preferred
Ability to relocate before starting work (Preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Company
AltaOne Federal Credit Union
AltaOne Federal Credit Union offers financial services, loans and support both for member businesses and individuals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$11.98MKey Investors
Community Development Financial Institutions Fund
2024-07-01Debt Financing· $9.5M
2023-04-10Grant· $2.48M
Leadership Team
Stephanie Sievers
CEO
John Curl, CFA
Chief Financial Officer
Recent News
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