Chief Financial Officer

US-IN-Notre Dame
# of Openings


This strategic leadership position will be overseeing the Accounting, HR and Information Technology departments for the Credit Union. This position will be evaluating and directing the Credit Union’s accounting, financial, budgeting and forecasting reporting systems. The position also directs the development, implementation and maintenance of Information Technology practices that result in providing a comprehensive Information system that is user friendly as well as an avenue for further growth of the organization. This position has a key role in strategic policy development for the Credit union and ensuring that administrative services are provided in an effective and efficient manner to support the operational running and strategic aims of the organization.


Specific Responsibilities


This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the Core Values of the Credit Union in a positive manner. The essential duties and responsibilities include the following; however, other duties may be assigned as needed.


Contributing to the leadership of the organization as a whole

  • Plays a central role, in conjunction with other executives, in forward planning and strategy development for the Credit union.
  • Ensures that the organization operates within provisions of its regulations, polices and applicable legislation.
  • Ensures that there are appropriate functional strategies in place to support the organization’s goals and strategy and oversees the implementation of those strategies.
  • Assumes responsibility for the effective integration of processes across the organization and for the improvement of those processes especially as they pertain to Accounting and Information Technologies
  • Plays a central role in the initiation, development and implementation of major projects for the success of the organization 

Leadership of Accounting and Information Technologies

  • Provides leadership and set objectives for these departments as a whole
  • Oversees the setting of objectives and evaluation of performance of the departments and ensures their success
  • Leads and promotes integration between the departments; partners with other divisions that support the organization and ensures collaboration.
  • Allocates resources and approves budgets in these departments
  • Takes responsibility for the effectiveness and efficiency of the departments interviewing as required, separating partners when necessary. Ensures key objectives are met.
  • Promotes a culture of innovation, flexibility, and quality in all aspects of the departments  
  • Establishes external benchmarks and appropriate key performance initiatives as the basis for demonstrating the quality of said departments
  • Develops ways of attracting great talent to work within the departments and to develop and retain talent within them. Ensures that appropriate talent management and succession planning is in place.

Leadership on specific themes and issues

  • Plays a role as agreed upon by the CEO, in confronting issues as they arise (whether opportunities or threats)
  • Promotes the financial and operational stability of the organization, including the efficiency and effectiveness of its operations
  • Ensures that there is appropriate non-financial management information as financial for decision-making


  • Supervises Accounting, HR, and IT.
  • Responsibilities may include interviewing, hiring, and training partners; planning, assigning, and directing work; appraising performance; rewarding and coaching partners; addressing complaints and resolving problems.


Financial statements and all supporting information must be accurate, in balance, prepared on a timely basis, and in accordance with generally acceptable accounting principles and applicable regulations. IT services must be operational and functional always. Must be able to communicate well with subordinates and other credit union partners and demonstrate leadership ability.





To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



A minimum of a Bachelor’s degree in Business Administration and/or Accounting, Finance or Business, plus at least five (5) to eight (8) years’ experience in a similar position at a bank, credit union, or savings and loan with similar asset size or greater.



A qualified individual will need to have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Also, the ability to write complex reports, business correspondence, and procedure manuals will be required. The ability to effectively present information and respond to questions from groups of managers, Board of Directors, Members and the public will be also required of this individual.



A qualified individual must have the ability to work with mathematical concepts such as probability and statistical inferences, regression analysis, fundamentals of plane and solid geometry and trigonometry. This person also needs the ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.



A qualified person must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization and variables exists. In addition, they must have the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.



Certified Public Accountant’s (CPA) license is preferred, but not required.




  • Advanced Asset/Liability Management Modeling Software experience (i.e., Brick and Associates, C-Meyers, etc.)
  • Advanced Spreadsheet Capabilities (i.e., Microsoft Excel)
  • General-Ledger Software Experience (i.e., IPS-Sendero, Epicor, etc.)
  • Budgeting and Forecasting Software Experience (i.e., IPS-Sendero, Epicor, etc.)
  • Financial Crimes Enforcement Network’s BSA e-Filing and 314(a) programs
  • Other management software, as might be applicable from time to time
  • A general familiarity with the credit union’s data processing system including input requirements, output capabilities, system maintenance, upgrading, and general operations. Also, a familiarity with credit union accounting standards and credit union industry terminology is preferred.



The physical demands described here are representative of those that must be met by a partner to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the partner is regularly required to sit and talk or hear. The partner frequently is required to use hands and fingers to handle, to feel objects, tools, or controls and reach with hands and arms. The partner is occasionally required to stand and walk.



The work environment characteristics described here are representative of those a partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the partner occasionally works near moving mechanical parts.


The noise level in the work environment is usually quiet.



The mental characteristics necessary to competently perform this job involve the occasional need to be creative and imaginative; the frequent need to instruct, persuade and negotiate; and the continuous need to be resourceful in solving problems.



Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. In addition, this position requires maintaining confidentiality regarding non-public information about our members and Notre Dame Federal Credit Union.


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