Chief Financial Officer

Peninsula Credit Union

Shelton, Washington


Position Description

Are We The Company For You?
At Peninsula Credit Union, we listen, we serve, we educate, we care… Always. We know our 21,000 members and our 70 employees have options about where they bank and where they work: We work to be the place they choose by cultivating a company culture and outreach strategy that centers around commitment to community. Since 1935, we have been conscious of our roots, mindful of our responsibilities, and energized by our mission to help our members navigate an increasingly complex financial world. By practicing empathy, we strive to meet members where they are in their financial journey to ensure they are able to improve their financial fitness.

Is This the Role For You?
Being the Chief Financial Officer at Peninsula Credit Union is the ideal role for a strategic financial leader who understands how to collaborate with others to develop and execute effective strategies, actions, programs and process that will help PCU achieve all its business objectives.

Overseeing all elements of finance, facilities, and purchasing, you will help the credit union reach its growth, profitability, and financial performance objectives. A solutions-based, inclusive leader, you will use your role to research, evaluate, recommend and implement financial/accounting solutions, vendor relationships, and opportunities for growth to the PCU Leadership Team and the Board of Directors.

Guided by the strategic plan and regulatory requirements, and in partnership with the executive team and direct reports, this key leader will administer the credit union investment portfolio, asset/liability management system, and accounting information system, as well as managing PCU’s facility maintenance and supply administration.

Thorough knowledge of effective accounting principles (GAAP), financial accounting standards, state and federal regulations, and advanced math skills (including investment yield and performance, investment strategy, and interest rate forecasting) will be key to doing the job well. Strong ability to analyze and communicate complex thoughts in a straightforward way will help others love having you in the role.

Let’s Get To Know Each Other:
If this sounds like your next career step, submit your letter of interest and a resume or link to your LinkedIn profile that demonstrates your proven leadership of strong financial strategy and your interpersonal skills.

Use your cover letter to tell us why Peninsula Credit Union and Shelton, Washington, are your ideal home. Explain your path to the C-Suite through progressive responsibility in finance or accounting and give a quick overview of the leadership philosophy that has helped you build strong teams.

Your resume should reference your college degree in accounting, finance, business, or similar, and how you have developed leadership skills over 5+ years of managing teams in the financial services industry (at least 7 years total finance/accounting experience), with specific experience in overseeing Finance, Accounting, and Investment portfolios. We would love to hear how your Credit Union Development Educator certification or other continuing education exemplify your commitment to ongoing learning. Familiarity with Community Development Financial Institutions (CDFIs) is also a plus.

We look forward to getting to know you!

Cover letter and resume are required to complete your application.

How to Apply

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Job Position Type
Application Deadline
Mar. 31, 2021