Chief Financial Officer Sample Job Description Template Sample Job Description Template

Chief Financial Officer Sample Job Description Template


Fulltime/Part Time

Would you be interested in using your experience in finance, accounting, and leadership to help [Insert name of credit union here] reach the next level of service to our members and community? We are searching for the right individual to lead our accounting, investment, and internal audit departments in the vital role of chief financial officer from our [Insert location here] corporate office. You will be compensated well for taking on this responsibility of CFO with a salary of [$000,000-$000,000], depending on your experience, plus incentives and generous benefits.

Company Description

[Insert company description here]

This section should briefly describe the history of your credit union, your values, and what it’s like to work there. Make sure to emphasise the work culture experienced by your employees.

Example: [Our Credit Union] is member-owned and everything we do is geared toward improving the lives of our members and community. We help people buy homes, grow businesses, send kids to college, and save for the future. In addition to feeling good about the work we do, our employees enjoy perks such [as schedules that allow for good work/life balance, robust insurance plan options, plenty of paid time off, 401k with employer match, and fitness club memberships].

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A Day in the Life of a Chief Financial Officer

As the chief financial officer, you arrive each day ready to safeguard the financial stability of [Insert name of credit union here]. You are involved in multiple projects at a time. Departments throughout our credit union consult with you regularly. You are a whiz at time management, reprioritizing often.

You are responsible for the timely and accurate filing of all daily, monthly, quarterly, and annual financial reports on behalf of the credit union in compliance with federal and state regulatory requirements and sound accounting principles. You analyze data with an eye for developing an economic strategy for the future. You work closely with the CEO and make presentations to the board of directors often. You are a key strategic member of the executive team, collaborating with them on developing a long-term and short-term financial plan.

You manage the budget in the context of a multi-year financial plan. You employ cost-benefit analysis in the administration of the budget. You direct receipts, disbursements, and expenditures of money or capital assets. You manage our credit union’s investment portfolio, taking into consideration risk & liquidity as you make investment decisions. You oversee the preparation of Form 990 (Return of organization exempt from income tax) and Form 990T (exempt organization business tax-unrelated business income tax- UBIT). You ensure that all funds and physical assets of [Insert name of credit union here] are appropriately accounted for. You ensure compliance with all financial and accounting policies and regulations. You oversee financial audits and provide necessary documents to auditors and regulatory bodies in a timely fashion.

You direct the administration of the accounting, investment, and internal audit departments. You inspire employees to carry out their responsibilities with integrity, efficiency, and accuracy. You encourage a work culture of collaboration and positivity. Through effective leadership, you ensure complete and accurate financial, statistical, and accounting records are kept for our credit union.

While you definitely do spend time quietly at your desk keeping records and interpreting data, much of your time is actually spent interacting with people. You often spend a large portion of your day in meetings, both large and small.

You also spend time keeping up with current events, learning more about our industry, keeping up on regulations, and improving your leadership skills. You get great satisfaction out of ensuring that [Insert name of credit union here] continues to grow as a financially-sound institution which can deliver the best services and products to our members and community.


  • Bachelor’s in finance or accounting required
  • Minimum of 7 years experience in finance/accounting
  • Minimum of 3 years experience in leadership
  • Proficiency with Microsoft Office
  • Proficiency with professional accounting software
  • Ability to pass a criminal background check
  • Ability to pass a credit and bond-ability check
  • Ability to pass a drug test
  • Ability to travel

Work Schedule

[Add schedule here]

Are you ready to Join Our Team?

If you would like to be part of a productive, successful team. APPLY TODAY! Quick 5 minute application process.

Sample Job Description Template