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Chief Financial Officer

Chief Financial Officer

The CFO is responsible for the development and oversight of the financial strategy, financial condition, and financial position of Suncoast Credit Union. This individual will protect the revenues of the credit union, assist in sustainable growth initiatives, and maximize returns to members. Key responsibilities include making recommendations for budget preparation, income forecasts, and operational changes. Additionally, they will ensure the accounting and recordkeeping activities of the credit union meet generally accepted accounting practices (GAAP) and all other state and federal regulations. The CFO holds a substantial role in the overall leadership, strategic planning, and management of the credit union. 


  • Develop and expand the financial strategy to strengthen the financial capacity of the credit union
  • Review the credit union’s financial conditions and financial position to recommend viable alternatives for cost-effective operation
  • Oversee the asset liability management and the fund management program 
  • Manage the overall balance sheet to maintain within all policy limits and risk appetite set by the board of directors
  • Plan, direct, and coordinate the implementation of effective accounting and financial administration policies, procedures, and reports 
  • Ensure compliance with credit union financial policy for sound financial management and control
  • Implement policies and procedures related to financial management, accounting, and budget planning to improve the overall operations 
  • Ensure the achievement of revenue targets for interest income and off-balance sheet earnings 
  • Ensure adherence to policies for control of assets and expenses
  • Participate in determining deposit and loan rates and hold overall responsibility for investment decisions
  • Prepare, present, and interpret financial reports to management, board of directors, and government authorities 
  • Direct & supervise the preparation of all fiscal reporting
  • Review the findings and recommendations made by internal & external auditors
  • Meet the requirements of the regulatory authority regarding internal control, compliance, and internal audit
  • Serve as a member of the credit union's senior management team and build a strong financial discipline and accountability foundation 
  • Lead the annual business plan and budget process while actively participating in the overall strategic planning for the credit union
  • Serve as the executive sponsor of the Asset Liability Committee (ALCO), Credit Analytics Committee, and Capital Plan Working Group 
  • Serve as the liaison for the Finance & Talent Management Committee, a subcommittee of the board of directors 
  • Serve as a member of internal committees as required
  • Establish and implement strategies with mid to long-term impact on business results
  • Establish overall goals for areas of responsibility by identifying areas for improvement, changes in procedures, new developments, or changes in service to align with business goals and overall culture
  • Provide direction to the executive team and other related administrative staff 
  • Develop and mentor directly reporting employees and cultivate strong working relationships to build trust among team members
  • Determine and maintain appropriate staffing levels for areas of responsibility
  • Attend community events during and outside of regular business hours
  • Represent the credit union at key sponsored events, often including speaking and public relations roles 
  • Promote awareness of the credit union mission to members and the community at large

Additional Info

Job Type : Full-Time

Education Level : Bachelors Degree

Experience Level : Executive

Apply Here : https://careers.suncoastcreditunion.com/jobs/4860?lang=en-us

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