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Chief Financial Officer

WCCU Credit Union - Westby, WI

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Job Description

We are assisting our client, Westby Co-op Credit Union (WCCU), with the recruitment and selection of a Chief Financial Officer. For more than 86 years, WCCU has proudly supported communities throughout southwest Wisconsin, offering personalized service through 12 full-service branches. The Credit Union's origins in agriculture continue to shape a strong dedication to empowering smalls businesses and individuals with comprehensive financial solutions. At WCCU, employees are inspired by a culture of compassion, collaboration, and community impact - working together to create meaningful change where it matters most.Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.WCCU is seeking a strategic, mission-driven leader to join its executive team as Chief Financial Officer (CFO). This key role is responsible for shaping and guiding the Credit Union's financial strategy, promoting long-term sustainability, regulatory compliance, and alignment with Board directives. The ideal candidate will provide leadership across accounting, finance, and back-office functions, while fostering a member-first culture and driving organizational growth.Principal Duties and 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 with 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 competitiveness 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.Help facilitate contract negotiations.Keep current on regulatory changes, economic data, and market trends to assist in maximizing the credit union's financial portfolio.Supervises and coordinates activities of employees engaged in the credit union's finance and accounting functionsOther job-related duties may be necessary to carry out the responsibilities of this position.Key Qualifications and Skills:Personal integrity for protecting and keeping confidential information as such.Analyze problems, not just symptoms, propose reasonable solutions, make logical decisions, carry out decisions made, and follow-up with feedback, where appropriate.Knowledge and ability to understand current financial service industry standards, laws, and regulations.Ability to work with a wide range of personalities in a courteous, effective, and efficient manner.Knowledge and ability to apply current financial service industry standards, laws, and regulations.Ability to present ideas, report facts and other information clearly and concisely.Proficient knowledge of Microsoft Suite (Outlook, Word, Excel, PowerPoint).Proficient operation of a variety of general office equipment such as a computer, software applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.Education and/or Work Experience Requirements:Bachelor's degree in business, management, finance, or accounting field; or comparable experience requiredAt least 10 years of experience in an accounting / financial field required. Supervisory experience is requiredMaster of Business Administration degree or CPA license preferredKnowledge of Generally Accepted Accounting Principles (GAAP)Physical Requirements:Ability to sit for extended periods of timeFrequent standing and walking and occasional climbing, bending, stooping, lifting, and carrying of usually light materialsFrequent mental and visual concentration required for computer usageOffice environmentIf you are a strategic financial leader who is passionate about making a lasting impact, we invite you to submit your resume via our client application portal.We will be accepting applications through July 21, 2025.An Equal Opportunity Employer

Created: 2025-07-23

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