Chief Financial Officer

At Sunmark Credit Union, we strive to build brighter financial futures and communities. With our "Good Vibes" culture, we build relationships with our members and look for solutions for all their financial needs.

As a member of the Executive Leadership Team, the Chief Financial Officer (CFO) will provide leadership, strategic vision and business management to drive overall outcomes to achieve growth and success of the credit union.

This position will work onsite at our Latham, NY office. Starting compensation will range between $225-275k based on experience.

The primary focus will be to oversee all operations of the credit union as assigned by the CEO. Responsible for the maintenance, updates, and analysis of the Asset Liability model. Prepares all required Asset Liability and other financial reports, leads the financial discussion at the Asset Liability Committee (ALCO) meetings and makes recommendations to the Committee. Keeps all model assumptions current and documented. Responsible for the annual budgeting process. Works with department heads to provide direction and coordination as well as monthly budget review. Regularly creates and submits reports on: Allowance for Loan Loss adequacy, cash flow status, ALM reports, and monthly board reports. Performs research, and makes recommendations for Credit Union Investment portfolio purchases, sales, and swaps. Reviews and develops strategic plans in relationship to the overall goals of the credit union. Maintains an active role within the communities that Sunmark represents, attending important community events. Responsible and/or delegates the credit union’s investment portfolio and cash flow functions. Works with all credit union vendors in obtaining valued services at a reasonable price. Works closely and takes the lead when communicating with the internal, independent and NCUA examiners relating to all areas within the accounting/finance department. Responsible for clearing related audit findings and exceptions and providing updated reports to the President/CEO.

Seeking candidates with a college degree BA/MBA with an Accounting/Finance focus and a minimum of 8 years’ experience in financial management, having knowledge of Asset Liability Management and permissible investments. Proven ability to manage a team, strong written/verbal communication skills and computer proficiency within MS Office especially within Excel. Aptitude for working at a highly confidential level and meet deadlines.

Sunmark Credit Union is an equal opportunity employer and considers all applicants for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.