The regulator does not wait while you run a CFO search.
As a finance and accounting outsourcing provider, we work with credit unions and community banks on ongoing staffing needs and specific financial projects. Our Executive Advisory Services also reach the CEO and the board. Whether you need an interim CFO to fill a gap or a fully outsourced finance department to optimize headcount, there is a version of this that fits.
Tim is an experienced CFO with deep credit union experience, who unifies teams around a purpose-driven strategy. He served as CFO and Senior Vice President of a full-service $2 billion credit union with 350 employees, serving over 110,000 members through 17 branches, three lending centers, a contact center, and electronic delivery channels.
The financial complexity of a financial institution does not scale with its headcount.
Select a pressure to see how the engagement answers it.
From filling one seat to running the whole finance department.
Flexible, experienced, senior financial expertise, with the specialized knowledge the sector requires.
- Skilled banking CFOs and accounting staff to step in during a staff transition.
- Part-time expertise to prepare for CECL and firm up stress scenarios.
- Call Report completion.
- Analytics on the loan portfolio.
- Objective, third-party financial reviews of the loan portfolio and deposit analytics.
- Assessments of accounting operations, controls, policies, and procedures.
- Staffing assessments with board-ready, actionable recommendations.
- Audit preparation teams fluent in the banking and credit union regulatory environment.
- Executive Advisory Services, including interim CEO.
- Board leadership training, strategic planning, and senior coaching.
Credit unions that have used this bench.
What our Credit Union CFO is writing about.
Four other markets, each with its own CFO.
Coverage this month, not in the second quarter.
Tell us the moment you are in. We will match you to the CFO who has already been through it.