Chief Financial Officer

Tricorp FCU is hiring a Chief Financial Officer in Westbrook for hybrid work.

The Chief Financial Officer (CFO) is to serve as the company’s top financial leader, overseeing financial planning; risk management; and financial reporting while also driving strategic initiatives to ensure the organization’s financial health, profitability, and growth. Act as a steward of company assets, ensuring fiscal responsibility, and as a strategist who helps shape and execute the company’s overall direction.

• The CFO has overall responsibility for the accounting and reporting functions and ensures that accounting records are maintained in accordance with established policies and procedures and in accordance with accounting standards and regulations
• The CFO directs the preparation of the annual operating budget for approval by the CEO and the Board of Directors, monitors actual results, and prepares a monthly analysis of the performance against budget
• The CFO actively participates in Asset/Liability Management (ALM) including preparing reporting packages for the Asset Liability Committee (ALCO) and Board and preparing reports for ALM modeling in conjunction with the third party ALM service provider
• The CFO participates in liquidity management and the investment compliance functions of Tricorp
• The CFO participates as an active member of Tricorp’s Enterprise Risk Management Committee and is responsible for the preparation of meeting packages and the presentation of various risk related agenda items during meetings such as compliance risk, reputation risk, and strategic risk
• The CFO is the primary point of contact with internal and external auditors and NCUA examiners on comprehensive audits and examinations. In conjunction with the pertinent staff, the CFO works to address all audit and exam findings to a successful resolution
• The CFO ensures that Tricorp’s financial function complies with auditing standards and NCUA regulations
• The CFO is a member of the Information Systems Security team and assists with risk assessments, vendor due diligence and vendor management
• The CFO maintains all company policies including ensuring periodic reviews by appropriate personnel and presentation to the Board of Directors for approval
• The CFO will serve as backup compliance officer and familiarize themselves with BSA, OFAC, and NCUA regulations and requirements
• The CFO will have signatory authority on Tricorp financial institution accounts and checks
• The CFO reports directly to the President/CEO and has no subordinate staff to supervise

• Strong accounting skills, with a minimum of 5 years’ experience in accounting and finance
• Bachelor’s degree in Accounting and/or Finance, or formal certifications recognized in the industry
• Ability to present materials to the Board and various committees
• Very strong Microsoft Excel skills
• Comfortable with various computer applications
• Become and remain familiar with Tricorp bylaws and corporate credit union regulations
• 401(k) plan with generous employer matching
• Excellent health, vision, and dental insurance benefits

• Hybrid work environment
• Very limited travel
• Normal workdays are 8 hours

The estimated start date is July 1 –
September 1, 2026
.