Chief Financial Officer

GECU was founded in 1932, manages $4.5 billion in assets and serves more than 441,000 members nationwide. In our more than 90-year history, we’ve served as a financial cornerstone for the communities that we serve, empowering thousands of people to achieve financial well-being through our exceptional products and services.

We consider it a great privilege to be a leader in financing cars and homes so that members can get to their destinations, like school and work, and so they can achieve their dream of homeownership to build wealth for generations to come. We’re also here for the business community by offering commercial loan solutions and commercial treasury management services to support members and their business needs.

We’re part of the fabric of every community that we serve — supporting their unique needs and embracing their rich culture. GECU values collaborating with leaders, organizations, business owners, elected officials, educators, health professionals and more to promote a thriving and prosperous community. We’re committed to meeting a community’s most critical needs through the remarkable philanthropy of the GECU Foundation. We’re proud to contribute to nonprofit organizations that focus on the 12 developmental issues such as education, savings, hunger, and health.

GECU has been recognized as the Best Credit Union in Texas by Forbes in 2022 and was on the list as a top credit union in 2024. In 2025, GECU was recognized as one of Newsweek’s Greatest Midsize Workplaces 2025, a prestigious national ranking that celebrates companies that excel in culture, leadership, employee satisfaction, and workplace performance.

The Credit Union is seeking a seasoned financial executive to join their team as the Chief Financial Officer.   Reporting to the CEO, they will be responsible for the strategic leadership, direction, and oversight of the credit union’s financial and administrative functions. Acts as a key member of the executive leadership team to partner with the CEO, Board of Directors, and executive management to support the credit union’s long-term financial strength, operational performance, growth initiatives, and member service objectives.

TYPICAL DUTIES

• Provides financial guidance to the CEO, executive leadership team, and Board of Directors to develop successful strategic plans aligned with organizational goals.
• Leads long-range financial planning, forecasting, budgeting, and capital management processes.
• Monitors financial performance, trends, and key metrics to ensure sustainable growth and financial strength.
• Evaluates the financial impact of strategic decisions, new products, branch expansion opportunities, and organizational initiatives.
• Provides financial modeling and scenario analysis to support executive decision-making and strategic planning efforts.
• Ensure appropriate capital planning strategies are in place to support growth, regulatory expectations, and financial stability.
• Oversees profitability analysis for products, services, channels, and business units.
• Guides pricing strategies related to consumer and commercial loans, deposits, and fee structures to support financial performance and market competitiveness.
• Leads financial due diligence activities related to mergers, acquisitions, partnerships, or strategic alliances.
• Ensures strong financial governance, internal controls, regulatory compliance, and the accurate and timely reporting of financial information, including corporate tax reporting.
• Oversees treasury management activities including liquidity, investments, funding strategies, and cash management.
• Leads asset/liability management (ALM) strategies to manage interest rate risk and optimize financial performance.
• Provides executive oversight of Business Intelligence and enterprise analytics functions.
• Promotes a data-driven culture through effective reporting, dashboards, analytics, and performance measurement tools.
• Collaborates with executive leadership to identify operational insights and strategic opportunities through data analysis.
• Oversees the preparation and implementation of the annual budget that is consistent with the overall strategic plan and participates in board of director meetings.
• Participates as the chairman of the Asset / Liability Management Committee and as a member of the Loan Credit Committees.
• Represents the credit union through community and industry involvement while maintaining ongoing executive and professional development to remain informed of industry best practices and innovative leadership approaches.
• Works with internal and external auditors and examiners during periodic audits. Provides any documentation and explanations requested.
• Ensure compliance on a day to day basis within the areas of your responsibility and ensure that employees will receive the necessary training to comply with applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML) addressing Money Laundering and the Countering the Financing of Terrorism (CFT), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC), which apply specifically to their job.
• Other duties as may be assigned or required in connection with the general operation of the credit union.

CRITICAL KNOWLEDGE, SKILLS AND EDUCATIONAL REQUIREMENTS

Bachelor’s Degree in Accounting, Finance or equivalent with eight to ten years similar or related experience.  Master’s degree preferred.

Experience overseeing multiple administrative and operational functions at an enterprise level.

Demonstrated experience in executive leadership, strategic planning, financial reporting and risk management, investments, budgeting, and liquidity management, with a strong understanding of NCUA regulations and ALM principles.

Experience supporting large organizational initiatives such as mergers/acquisitions, or enterprise transformation projects preferred.

Strong knowledge of GAAP, financial institution accounting, treasury management, and regulatory requirements.

Ability to influence and collaborate effectively across all levels of the organization.

Proficient in Microsoft Office Suite and other business technology platforms, including word processing, spreadsheets, databases, presentation software, and cloud-based collaboration tools.

Demonstrated ability to exercise sound judgment and independent decision-making within established policies, while effectively navigating complex situations requiring strategic discretion beyond written guidelines.

Proven ability to perform effectively in a fast-paced, high-pressure environment while managing competing priorities and meeting critical deadlines.

Must be eligible to register with the Nationwide Multistate Licensing System (NMLS) and successfully pass the required criminal background screening.

Requires sitting for the majority of the day, lifting up to 20 pounds, bending and reaching above and below shoulder level occasionally.

PRIMARY RESPONSIBILITY

Providing quality service is the primary responsibility of this position.  Quality service means treating members and coworkers with respect and courtesy at all levels whether in person or by telephone as outlined in the Employee Handbook.