TTCU Federal Credit Union · 6 days ago
SVP/Chief Financial Officer
Tulsa, OK
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expTTCU Federal Credit Union is seeking a visionary leader to serve as the Chief Financial Officer (CFO). The CFO will oversee all financial policies and procedures, ensuring regulatory compliance and financial stability while managing the accounting department and reporting to the Board of Directors. Responsibilities include budget planning, managing investment portfolios, and representing the credit union in community activities.
FinanceFinancial ServicesLending
Responsibilities
Oversee budget planning, preparation, and administration processes to control operating expenses and achieve TTCU's strategic objectives
Manage and evaluate the asset liability strategies, policies, and prices of the Credit Union to achieve strong and stable financial results
Direct, evaluate and interpret statistical and financial reporting on the status of the Credit Union to provide management and the Board of Directors information useful for superior decision making
Manage the investment and borrowing portfolios of the organization to achieve above average earnings and safeguard the assets of the Credit Union for the members
Negotiate significant vendor contracts in a manner that protects the financial interests of the credit union and provides superior value to the membership
Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of TTCU, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies, and work rules
Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate
Prepare, present, and adhere to annual budget for department
Oversee all required regulatory reporting to ensure compliance in the most cost-effective manner and minimize legal liabilities
Interact with internal and external auditors and regulators to safeguard assets; evaluate and respond appropriately to recommendations in a manner which minimizes legal liabilities, safeguards the Credit Union’s assets, and improves member service/product quality
Serve as trustee for the Employee's Pension Plan representing the plan participants’ best interest in a manner that assures accurate accounting and compliance with all pertinent regulations
Represent the Credit Union in various community activities and through professional affiliations to reinforce the organization's value to the community and promote membership growth
Qualification
Required
Bachelor's degree in Accounting, Business, Finance, or other related discipline
Must have and maintain a valid driver's license
Must have a clean driving record; an annual MVR may be pulled to ensure compliance
Experience in integrated accounting management: 10 years, Advanced
Experience working with external auditors and regulatory agency representatives: 8 Years, Advanced
Supervisory experience in a related field: 8 Years, Advanced
Demonstrates strong, dynamic leadership and able to inspire confidence and respect
Excellent understanding of financial regulations and their effect on a financial institution
Ability to independently manage the details of multiple programs and projects, to track activities and meet deadlines
Experience with strategic planning, including fostering innovation, planning projects, and organizing and negotiating the allocation of resources
Well-developed research skills, excellent analytical and critical thinking skills, and the ability to identify, review and communicate appropriate recommendations
Intermediate knowledge with Microsoft Office Systems (Word, Excel, PowerPoint, SharePoint, and Outlook)
Advanced written and verbal communication skills; building and maintaining professional relationships with internal staff, existing and prospective members, public speaking, and presentations
Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coaches team members to meet high performance standards
Ability to work independently and collaboratively with all levels of staff and management
Advanced analytical skills in financial analysis
Excellent problem solver and decision maker; excellent conflict resolution skills
Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity, and tact at all times
Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees
Preferred
Master's degree in Business Administration preferred
Certified Public Accountant (CPA) preferred
Company
TTCU Federal Credit Union
Established in 1934, TTCU Federal Credit Union is a $2.6 billion financial institution with a full complement of depository, lending and financial advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tim L.
CEO
Shelby Beil
EVP/Chief Financial Officer
Recent News
The Journal Record
2022-04-16
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