Chief Financial Officer (CFO)

Own the finance function. Help shape the future. See the impact of your work. Elevate Credit Union is looking for a hands-on financial leader to serve as our next Chief Financial Officer. This opportunity may be especially appealing to an experienced Controller, Assistant Controller, Accounting Manager, CFO, or comparable financial leader who has owned key financial responsibilities and is ready for greater organizational influence and direct partnership with the CEO.

About the Role

As CFO, you will take full ownership of the Credit Union's finance function and personally manage its core accounting and financial responsibilities. This is an executive, hands-on role for someone who enjoys working directly with the numbers, investigating discrepancies, solving problems, and seeing responsibilities through from beginning to end. You will serve as a trusted thought partner to the CEO by providing financial insight, evaluating options, asking thoughtful questions, and raising concerns constructively. Credit union experience is not required; we seek a strong accounting foundation, sound judgment, integrity, curiosity, and a record of owning significant financial responsibilities.

Responsibilities

• Lead and perform accounting, month-end close, financial reporting, budgeting, forecasting, and financial analysis.
• Prepare financial statements, management reports, Board reports, and required regulatory financial reports.
• Maintain strong internal controls and oversee general ledger activity, reconciliations, and the resolution of accounting issues.
• Manage asset-liability activities, liquidity, investments, interest-rate risk, and CECL.
• Chair the quarterly Asset Liability Management Committee and present financial information and recommendations.
• Coordinate financial audits and regulatory examinations.
• Manage accounts payable, tax reporting, loan participation accounting, and other key financial functions.
• Provide financial analysis, recommendations, and strategic support to the CEO and leadership team.

Requirements

• A bachelor's degree in accounting, finance, or a related field.
• Progressively responsible accounting or financial management experience, preferably in a Controller, Assistant Controller, Accounting Manager, CFO, or comparable role.
• Direct ownership of financial statements, month-end close, budgeting, audits, general ledger functions, reconciliations, internal controls, and financial analysis.
• The accounting depth and judgment to manage the finance function independently while learning credit-union-specific systems, reporting requirements, regulations, and practices.
• Strong accounting knowledge and Excel skills.
• Ability to research accounting issues, solve problems, manage competing priorities, and work effectively with minimal supervision.
• Sound judgment about which decisions can be handled independently and which have broader strategic, financial, regulatory, or organizational implications.

Qualities

Integrity is essential. You are dependable, organized, analytical, self-motivated, and attentive to detail. You take ownership, follow through, ask thoughtful questions, and remain curious when something is unfamiliar. You are proactive and solution-focused. When something does not go as planned, you work to understand the issue, take responsibility, and help move the organization toward a solution. You are comfortable working independently while remaining flexible and collaborative. You consider different perspectives, build productive working relationships, and support the broader team. You also know how to balance candor with judgment, raising concerns thoughtfully and respectfully with an eye toward practical solutions and long-term success.

About Elevate Credit Union

Elevate Credit Union has served northern Utah since 1954. Today, we are a strong, well-capitalized, community-focused credit union with approximately 43 employees and three locations. Our size creates the opportunity to know your coworkers, work directly with decision-makers, influence the direction of the organization, and see the impact of your contribution.

Benefits

• Competitive compensation and comprehensive benefits.
• Paid holidays and a paid day off for your birthday.
• 401(k) plan with an automatic 3% employer contribution, plus an additional employer match of up to 3%.

This is a full-time, on-site position located in Brigham City, Utah.