Description
Job Title: Chief Financial Officer (CFO) - On-Prem
At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!
Overview:
Premier America Credit Union is seeking a strategic, forward-thinking Chief Financial Officer (CFO) to serve as a key member of the executive leadership team. The CFO will lead the financial stewardship of the organization and play a critical role in shaping and executing enterprise strategy. In this role, the CFO will guide the alignment of financial resources with our evolving business model and provide leadership that fosters cross-functional collaboration, innovation, and long-term sustainability.
The ideal candidate brings not only deep technical and financial expertise, but also a demonstrated ability to think multidimensionally, act with integrity, and communicate with clarity and influence at all levels of the organization.
What You Will Do:
Provide strategic financial leadership in support of the credit union's short- and long-term goals, ensuring alignment between financial strategy and the evolving business model.
Collaborate closely with fellow senior executive leaders to ensure enterprise-wide alignment and support the delivery of an exceptional member experience.
Leverage business intelligence and data to generate forward-looking insights and decision-support for enterprise risk, growth initiatives, capital investments, and strategic trade-offs.
Lead budgeting, forecasting, financial modeling, and scenario planning processes with a focus on value creation, risk mitigation, and long-term financial sustainability.
Build and develop a high-performing finance and accounting team capable of delivering operational excellence while creating time and capacity for strategic thinking.
Serve as a skilled communicator, able to translate complex financial information into compelling narratives for a wide range of stakeholders, including the board, regulators, and internal teams.
Lead engagement with regulatory and oversight agencies (including NCUA) to ensure transparency, compliance, and strategic readiness for regulatory changes.
Maintain oversight of asset/liability management, liquidity, investments, and capital allocation strategy.
Partner across departments to identify opportunities for efficiency, innovation, and process improvement in alignment with enterprise objectives.
Ensure the financial integrity of the credit union through effective controls, governance practices, and compliance with applicable laws and regulations.
Serve on executive committees including ALCO, the Finance Committee, and as trustee of the 401(k) Plan.
Cultivate a culture of strategic execution by helping prioritize initiatives, allocate resources intentionally, and foster accountability.
Lead with curiosity, adaptability, and responsiveness to emerging priorities and environmental shifts.
Additional duties as assigned.
Requirements
What We Are Looking For:
Bachelor’s degree in accounting, finance, business, or a related field required; MBA, CPA, or CMA preferred.
10+ years of progressive leadership experience in financial services, preferably in a credit union or banking environment.
Proven track record of aligning financial strategy with enterprise goals, managing financial complexity, and enabling growth in evolving markets.
Deep knowledge of ALM, financial reporting, forecasting, risk assessment, capital planning, and investment management.
Demonstrated experience leading through ambiguity and making sound decisions in the absence of complete data.
Ability to develop and inspire high-performing teams and foster a culture of continuous learning and improvement.
Strong interpersonal skills and executive presence; able to build trust and influence across the organization.
Experience working directly with board members and regulatory bodies, including preparation of board materials and regulatory filings.
Equal Opportunity Employer - Veteran / Disabled
Drug-free workplace
Paygrade:
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $375K-400K annually.
Perks Important to You:
Our Team Members enjoy the following rewards and benefits:
Competitive pay
Subsidized health care including medical, dental and vision
FSA and HSA
Company-Paid Life and A&D insurance
Discounts on loans (must be a member)
Paid Vacation, Holiday, and Sick time
401k Retirement Saving Plan with a 6% safe harbor employer match
Educational Assistance Program and more!
About Us:
Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
