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Description

Join our dynamic team at Resource One Credit Union, a leading financial institution committed to empowering our members and communities through superior financial services. With a rich history of serving our members' needs and fostering financial well-being, we are dedicated to innovation, integrity, and inclusivity.

Position Summary

The Controller will be Responsible for overseeing and directing accounting functions, including general ledger reconcilements, posting entries for various credit union workflows, accounts payable, fixed assets, budgets, forecast and regulatory reporting. This position will direct, train, supervise, and appraise accounting personnel. This position will also work closely on special projects with the CFO.

Position Responsibilities

• Ensure the accounting department meets all deadlines with no errors that result in a loss to the Credit Union. Ensure the Credit Union.
• Provide leadership to personnel through effective objective setting, delegation, and communication.
• Ensure that general ledger accounts are in balance and current according to Generally Accepted Accounting Principles (GAAP).
• Stay informed of developments in the accounting field and of changing governmental and legal requirements.
• Oversee the preparation of regulatory and governmental reports. Ensure accurate reporting to various regulatory agencies.
• Oversee month end close.
• Assist the CFO with budget, forecast and other financial reports.
• Monitor costs and expenses.
• Prepare journal entries and balance work for more complicated workflows.
• Research and resolve the more difficult accounting errors and discrepancies.
• Document policies, procedures and workflows for areas of responsibility.
• Act as liaison to third-party partners and business leaders for reporting and reconciliation as needed.
• Conduct meetings as necessary.
• Conduct performance appraisals as required.
• Other related duties as assigned.

Requirements

QUALIFICATIONS

• 5+ years of similar or related experience and related supervisory experience preferred.
• Bachelor’s degree or an equivalent combination of experience and training.
• Accounting experience within a credit union, bank, or other regulated financial institution.
• Knowledge, Skills, and Abilities
• Technical knowledge of accounting concepts, practices, procedures, and financial reports.
• Understanding of related regulations, statutes, and filing requirements.
• Ability to assist and supervise others.
• Well-organized and attentive to detail.
• Able to meet deadlines and manage projects.
• Successful passing of the employee screening process
   

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items
   

Additional Notes

Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.

This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.

Equal Employment Opportunity Employer

Our credit union team and members include people of all races, religions, cultures, physical abilities, sexual

orientations, and gender identities and/or expressions. Together, we are the community we serve, and we believe

that a community is strongest when there is diversity, equality, and inclusion.

Stronger leaders. Stronger coworkers. Stronger friends.

Are We the Place for You?
Since 1947, Boston Firefighters Credit Union (BFCU) has provided compassionate, high-touch service to those who protect and serve. With nearly $450 million in assets, a strong capital position (12.43% net worth), and a loyal Field of Membership, the credit union is poised for growth and evolution—including a rebranding and market expansion effort to better reflect its broadened reach and deepen its presence across the Commonwealth.

BFCU is dedicated to serving the financial needs of first responders and their families across Massachusetts. We provide trusted, member-focused financial solutions that promote security, growth, and opportunity. Guided by integrity, community, and innovation, we strive to honor the service of first responders by delivering exceptional value, personalized support, and lasting impact in the communities we serve. Our membership includes employees and retirees of fire departments, police departments, and municipally operated EMS departments, along with the associations and labor unions that support them. To better reflect our commitment to the entire first responders’ community statewide, the credit union is preparing to rebrand with a broader identity that honors and represents all those we serve. Expansive digital delivery will be key to our success.

Boston offers a vibrant mix of historic charm and modern amenities—home to world-class universities, sports teams, cultural institutions, coastal beauty, and one of the country’s oldest fire departments. Living here means exploring the Freedom Trail, cheering at Fenway Park, savoring diverse cuisine, and walking along the Charles River. Serving BFCU means being part of a community that values service, resilience, and heart.

Is This the Career for You?
The Chief Financial Officer (CFO) reports directly to the President/CEO and serves as a trusted advisor to the CEO, Executive Team, and Board of Directors. The CFO provides enterprise leadership across financial strategy, capital, and liquidity management, asset/liability management, regulatory compliance, and business intelligence, translating complex financial and operational information into clear, actionable insight that supports sound decision-making.

This role is responsible for ensuring the credit union’s long-term financial strength while balancing growth, risk, and member value. The CFO supports the Board’s fiduciary responsibilities and serves as a steward of BFCU’S cooperative mission, ensuring strong financial performance in service of first responders and their families.

Boston Firefighters Credit Union views finance as a strategic enabler of growth, not a constraint. The CFO aligns financial discipline with strategic priorities by setting financial direction, approving budgets and forecasts, managing capital and liquidity, and ensuring risk is well understood and managed as the organization scales.

The CFO provides direct oversight of Accounting, Treasury, Decision Support, and enterprise Business Intelligence, including leadership and development of the Vice President, Financial Reporting & Analysis, Business intelligence is a core responsibility of this role, with accountability for BI strategy, performance, framework, and partnership with IT to design, govern, and evolve data platforms, dashboards, and analytics.

Our CFO will be strategic, forward-thinking, collaborative, decisive, and committed to shared success. The ideal candidate is a trusted executive partner who brings strong business judgement, values, transparency, and is deeply aligned with BFCU’s mission of serving first responders and their families.

The Executive Vice President (EVP) plays a pivotal role in shaping and executing our strategic initiatives, driving scalable growth, fostering innovation, ensuring community impact, and driving financial wellness for our employees and our members. They are also responsible for ensuring operational excellence across all facets of our organization and ensure the organization scales without sacrificing member experience or culture. Reporting directly to the CEO, the EVP collaborates closely with senior leaders to drive sustainable success and deliver exceptional value to our members. The EVP represents the organization with credibility in the community and industry, building relationships that support growth, partnerships, and long-term impact.

What you will do here:

• Strategic Leadership:
  • Collaborate with the CEO and senior leadership team to develop and execute the credit union's strategic vision, goals, and objectives.
  • Ensure enterprise strategy is translated into disciplined execution across operating models, talent, technology, and culture.
  • Balance near-term performance with long-term scalability and growth.
  • Drive innovation and continuous improvement initiatives to enhance member experiences, operational efficiency, and competitive positioning.
• Member Engagement and Service:
  • Champion a member-centric culture focused on delivering exceptional service, building strong relationships, and exceeding member expectations.
  • Develop and implement strategies to attract, retain, and deepen member relationships through innovative products, services, and digital channels.
  • Monitor member feedback, market trends, and competitive dynamics to drive improvements in service quality and member satisfaction.
  • Translate member insights, data, and technology into differentiated experiences that scale with growth.
• Financial Management:
  • Oversee financial performance, budgeting, forecasting, and resource allocation to optimize profitability and shareholder value.
  • Analyze financial data and market trends to identify opportunities for revenue growth and risk mitigation.
  • Develop and implement strategies to diversify revenue streams and manage financial risks effectively.
  • Ensure financial discipline while enabling investment in growth, innovation, and long-term capability building.
• Leadership and Talent Development:
  • Lead, mentor, and develop a high-performing leadership team, fostering a culture of collaboration, innovation, and professional growth.
  • Lead multiple lines of business while encouraging a culture of accountability, professional development, high-performance standard, and ethical behavior amongst the leadership team.
  • Strengthen enterprise leadership capability and succession pipelines, ensuring readiness for expanded roles and long-term continuity.
  • Leads through servant leadership, trust, candor, and accountability.
  • Lead and cultivate a diverse, inclusive workforce that reflects our membership and communities.
• Operational Excellence:
  • Establish and sustain enterprise-wide execution discipline that enables consistent, high-quality performance while supporting growth, innovation, and change across all lines of business.
  • Align operating models, governance, decision rights, and performance management to ensure the organization can scale efficiently without creating complexity, silos, or friction for employees or members.
  • Drive operational rigor and accountability by setting clear expectations, empowering leaders to own outcomes, and ensuring results are achieved without micromanagement or command-and-control behaviors.
  • Embed continuous improvement as a leadership discipline, leveraging data technology, and employee insights to simplify processes, improve productivity, mitigate risk, and enhance member experience.
• Regulatory Compliance and Risk Management:
  • Maintain strong regulatory discipline as a foundation for growth and innovation.
  • Collaborate with internal stakeholders and external partners to navigate regulatory changes and maintain a culture of compliance and integrity. Ensures that all organizational operations and activities are carried out in compliance with NCUA, local, state, and federal regulations and laws governing business operations.
  • Community Relations
  • Represent the organization with authenticity and credibility as a visible enterprise leader, strengthening the brand and building trust with employees, members, community organizations, industry partners, and regulators.
  • Cultivate strategic relationships and influence through active participation on boards, committees, and industry and community initiatives that enhance the organization’s reputation, expand partnerships, and support long-term growth and impact.
• What you will need:
  • Bachelor's degree in business administration, finance, or a related field required.
  • Master's degree in business, accounting, finance, or a related field preferred.
  • 10+ years of credit union or other financial institution experience required.
  • 10+ years of progressive management experience. Extensive executive leadership experience in the financial services industry, preferably within a credit union or banking environment required.
  • Proven track record of driving strategic growth, operational excellence, and financial performance in a complex, multi-functional organization required.
  • Deep understanding of regulatory compliance, risk management practices, and industry trends affecting the financial services sector required.
  • Strong financial acumen, analytical skills, and ability to interpret and leverage data to drive informed decision-making required.
  • Establishes strategy and direction while facilitating a forward-thinking organizational change required.
  • Exceptional communication, interpersonal, and influencing skills, with the ability to effectively engage and inspire stakeholders at all levels required.
  • Demonstrated leadership experience in building and developing high-performing teams, fostering a culture of collaboration, innovation, and accountability required.
  • Commitment to diversity, equity, and inclusion, with a demonstrated ability to promote and support initiatives that advance organizational goals in these areas required.
  • Valid Arizona driver license. Motor vehicle record will be screened and the incumbent must meet Company guidelines required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

The Business Development Executive AI – SwitchThink Solutions is responsible to drive the adoption of our Conversational AI and Business Intelligence (BI) solutions. They work with clients and prospective clients to understand their operational challenges, demonstrate the value of intelligent automation and data-driven insights, and lead them through the full sales cycle—from prospecting to close.

What you will do here:

Business Development: Develop and execute a comprehensive business development strategy to identify and target potential net new Credit Unions as clients for our technology solutions.

Sales Cycle Management:

• Manage the entire sales cycle from prospecting and lead generation to closing deals, including identifying client needs, preparing proposals, and ensuring a smooth transition to the implementation team.
• Prospect, qualify, and develop new business opportunities within assigned territories or verticals.
• Develop tailored solution proposals, including ROI models, business cases, technical scopes, and implementation plans.
• Represent the company at industry events, webinars, and conferences to generate leads and build brand awareness.
• Relationship Building: Build and nurture long-term relationships with key decision-makers within Credit Unions, understanding their business objectives, challenges, and requirements to position our technology solutions effectively. Engage with C-level and senior decision makers in IT, operations, customer experience, and analytics to understand business goals and pain points.
• Industry Expertise: Stay up-to-date with the latest trends and developments in Credit Union technology and software solutions, understanding the competitive landscape, and leveraging this knowledge to provide value-added insights to clients. Stay current on AI, automation, and analytics trends.
• Collaboration: Collaborate closely with our SwitchThink leadership team, including product management and innovation, marketing, information security, solutions engineering, client service, client delivery and operations building technical expertise to target account opportunities, ensure a seamless client experience, and delivering on client commitments. Ensure alignment between customer needs and solution capabilities.
• Pipeline Management: Maintain accurate and up-to-date records of sales activities, opportunities, and progress, providing regular reports and reliable forecasts to the leadership team. Provide market, competitor, client intelligence and win themes throughout the opportunity life cycle
• Growth: Identify opportunities for market expansion, new revenue streams, and partnerships to drive the growth of our technology solutions. Present and demonstrate Conversational AI and BI capabilities, including chatbots, virtual assistants, analytics dashboards, and data integration solutions.
• Client Success: Work closely with the implementation, client services and delivery teams to ensure successful onboarding and adoption of our solutions and proactively address any client concerns or issues.

What you will need:

• Bachelor's Degree in Sales, Marketing, CIS or related field preferred.
• 7+ years of proven success in business-to-business sales, preferably in the technology industry, with a focus on selling software and information technology solutions required.
• 3+ years of experience in B2B technology sales, preferably in SaaS, AI, analytics, or enterprise software required.
• 1+ years experience with CRM systems (e.g. Salesforce, HubSpot, ..) required.
• 1+ years experience selling conversational AI, business intelligence, and data analytics tools is a strong plus preferred.
• 1+ years experience work in financial services (preferably credit unions) with developed existing relationships preferred.
• Industry Knowledge: Strong understanding of the Credit Union industry, including its operations, challenges, and technology requirements required.
• Sales Skills: Demonstrated ability to effectively navigate complex sales cycles, negotiate contracts, and close deals, with a track record of meeting or exceeding sales targets required.
• Strong understanding of conversational AI platforms, chatbots, data warehousing, and data analytics required.
• Relationship Building: Exceptional interpersonal and relationship-building skills, with the ability to establish credibility and trust with key decision-makers required.
• Demonstrated ability to translate technical capabilities into clear business value and ROI required.
• Strategic Thinking: Strong strategic thinking and problem-solving abilities, with the capacity to understand client needs and develop customized solutions to address them required.
• Communication Skills: Excellent verbal and written communication skills, with the ability to deliver compelling presentations and proposals to diverse audiences. Excellent story-telling skills required.
• Self-Motivated: Highly motivated and driven self-starter with a passion for sales and a results-oriented mindset required.
• Team Player: Collaborative mindset and the ability to work effectively within a team-oriented environment required.
• Comfortable working in a fast-paced, innovative environment required.
• Travel: Willingness to travel as needed to meet with clients and attend industry conferences and events required.
• Strong consultative selling approach and ability to influence across multiple stakeholders preferred.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.