Chief Financial Officer

Where it all began…

In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties.

Our members benefit from the ideas and principles that have shaped us:
Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member‑ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values?

• Be Personal – Walk the Member/Employee Path
• Be a Leader – Empower, Collaborate, Own
• Be Outside the Box – Innovate, Educate, Engage
• Be Real – Integrity and Transparency Matter
• Be the Connection – Serve our Community

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after‑hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in‑this‑together” attitude.

While we’re driven to do great work, we also value real work/life balance.

The Chief Financial Officer (CFO) functions as a key member of the Executive Management Team and provides overall leadership, vision, and direction for the Finance Division. The role serves as a strategic advisor to the CEO and Board of Directors, playing a key role in shaping strategy. The CFO Division includes Accounting, Treasury, and Financial Planning & Analysis. The CFO is responsible for the development and execution of the financial programs in support of the strategic goals and objectives of the Credit Union.

Leads the Asset Liability Committee, working to ensure financial results are within established risk parameters and the Credit Union’s goals of liquidity and adequate capital to ensure the safety, soundness, and viability of the Credit Union. Brings a high level of technical expertise, guiding technological transformation throughout the organization. Responsible for deep business intelligence within Finance, building out advanced tools and systems to improve reporting within the business and the overall organization.

The role requires a high degree of familiarity with liquidity modeling and stress testing.

In collaboration with senior leadership and other departments, develops, recommends, and implements the Finance Division’s strategies, policies and operating procedures that are consistent with overall Credit Union policies and goals.

• Makes recommendations for the Credit Union’s Finance Division goals. Based on best practices and proven research, seeks, and delivers operational enhancements. Recommend and implement process improvements.
• Manages the Credit Union’s financial and regulatory (including tax) reporting processes.
• Leads the Credit Union’s annual budget process. Work with the Executive Management Team to ensure forecasting assumptions are sound and plans are in place to achieve financial goals.
• Manages the ALM process including management of the in‑house ALM model, development and analysis of assumptions, and preparation of interest rate and scenario modeling to assess the appropriateness of the credit union’s interest rate and liquidity risks.
• Leads CECL modeling and reporting, ensuring oversight of…