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Chief Financial Officer (Bartlesville, OK)
Truity Credit Union is a “not-for-profit, but for service” cooperative financial institution founded in 1939, with over $1.3 billion in assets, 68,000 members across 3 states, and its main headquarters in Bartlesville, Oklahoma. Their mission and vision statement focus on serving their members’ interests and providing unsurpassed service, so they are the place to bank.
If you are interested in joining a dynamic organization that is dedicated to serving its members’ interests while helping meet its core values of:
The CFO will maintain daily oversight of the Credit Union’s financial position, identify best practices, and build the financial plans and funding strategies needed to support rapid, disciplined growth as Truity Credit Union plans for its future growth with their branch deployment strategy. This position will serve as Treasurer of the Board of Directors of the Credit Union Service Organization (CUSO).
A bachelor’s degree from an accredited four-year college or university in Finance, Economics, Accounting, Business Administration, or a related field is required; an MBA, CFA, or other advanced degree or designation in finance is preferred. A minimum of 10 years in a progressively responsible financial leadership role within a financial institution is required, including at least five years in a senior role with direct responsibility for ALM, investments, liquidity, and capital planning. Exceptional communication and presentation skills, with the ability to strategically position the Credit Union and translate financial performance into clear, actionable insights on growth, earnings, capital, liquidity, and risk, are essential.
If you are interested in joining a dynamic organization that is dedicated to serving its members’ interests while helping meet its core values of:
- Integrity is first in all we do
- Treat all with respect
- Value employees as our primary resource
- Be a good corporate citizen
The CFO will maintain daily oversight of the Credit Union’s financial position, identify best practices, and build the financial plans and funding strategies needed to support rapid, disciplined growth as Truity Credit Union plans for its future growth with their branch deployment strategy. This position will serve as Treasurer of the Board of Directors of the Credit Union Service Organization (CUSO).
A bachelor’s degree from an accredited four-year college or university in Finance, Economics, Accounting, Business Administration, or a related field is required; an MBA, CFA, or other advanced degree or designation in finance is preferred. A minimum of 10 years in a progressively responsible financial leadership role within a financial institution is required, including at least five years in a senior role with direct responsibility for ALM, investments, liquidity, and capital planning. Exceptional communication and presentation skills, with the ability to strategically position the Credit Union and translate financial performance into clear, actionable insights on growth, earnings, capital, liquidity, and risk, are essential.
This is a management position
This is a full time position
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