Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

KeyPoint Credit Union , based in Silicon Valley, is a member-focused financial institution with assets of $1 billion and over 58,000 members across California. We are committed to improving lives through a comprehensive range of financial products, competitive rates, low fees, and personalized service.

Company Description

KeyPoint Credit Union serves individuals and industry leaders across various California regions with branches in six locations in Silicon Valley and additional sites in Dublin, Folsom, and Goleta. Recognized as a Top Workplace by Bay Area News Group multiple times, we are dedicated to excellence for both our members and employees.

Role Description

We are seeking a dynamic Chief Financial Officer (CFO) to lead our Finance Division and participate as a member of our Executive Management Team. The CFO is the credit union leader for financial oversight and alignment, focusing on strategic balance sheet planning, fiscal risk management, budgeting, and financial reporting. The role also includes oversight of our Wealth Management Group, facilities, and risk management functions.

Responsibilities

Provides complete analysis of financial results to the executive leadership team and the Board of Directors

Sets financial strategy in collaboration with the CEO and COO

Manages financing strategies and activities as well as banking relationships

Leads the finance and accounting functions including financial reporting, budgeting, forecasting, cash flow, and treasury management

Oversees the preparations of month‑end, quarter‑end and year‑end financial statements

Drives financial decisions by establishing, monitoring, and enforcing policies and procedures to ensure sound business practices

Executive liaison for the Supervisory Committee, overseeing risk and audit functions

Oversee the Wealth Management Program

Physical Requirements

Work position : standing 15%, walking 15%, sitting 70%. Minimal lifting ~30 lbs., some carrying, bending, reaching, kneeling / squatting and climbing stairs / ladders.

Minimum Qualifications

Bachelor’s degree required, emphasis in accounting, finance, business or a related field preferred

Minimum of 15 years of experience in financial management with increasing responsibilities

Minimum of 10 years supervisory experience

Extensive financial modeling and data analysis required

Exposure to hedging and derivatives markets

Extensive experience in managing risk, with an emphasis in managing interest rate risk

Prior experience as a VP / CFO is preferred

Demonstrated success as a financial leader in a complex matrix business environment

Excellent interpersonal and relationship building skills

Ability to communicate effectively and influence at all levels of the organization and across business units

Ability to think strategically, develop strategic plans and execute with a strong sense of urgency and focus on achieving results

Strong operational expertise and project management experience

Strong organizational skills with focused attention to detail

Ability to multi-task in a fast‑paced environment

Strategic thinker with excellent written, verbal communication and presentation skills

Exceptional service and relationship building skills

Ability to manage, develop, coach & mentor a diverse and virtual team

Seniority level : Executive

Employment type : Full‑time

Job function : Finance, Sales

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