UNCLE Credit Union

Livermore, California

$599 Million


Contact Information:

Jessica Jarman | 281.719.2138

[email protected]

UNCLE Credit Union

Chief Financial Officer

Position Summary
UNCLE Credit Union is searching for an experienced finance executive to join their team as Chief Financial Officer. This role will oversee the Finance, Accounting, and Treasury functions and help to create the financial strategy of the credit union. Other duties include; develop, implement, and maintain finance related systems; timely and accurate preparation of financial, management, regulatory, and tax related agency reports; annual budget development and ongoing variance analysis. This position will coordinate the daily operations of the finance functions and manage the credit union’s investments and borrowings as well as oversee the secondary market activities and ensure all activities are aligned with liquidity, interest rate risk, and income objectives of the credit union. The successful candidate will serve as a member of the ALCO and oversee preparation of ALM reports, trends, and analyses. A Bachelors degree in Finance, Accounting or related field from an accredited college is required, CPA certificate or Masters degree in Business Administration, Finance, Accounting or closely related field is desired.

Company Profile
Established in 1957, UNCLE Credit Union is a $599 million, full service financial institution.  Today UNCLE Credit Union proudly serves nearly 30,000 members, offering the benefits of credit union membership to anyone who lives, works, worships or attends school in the counties of Alameda, Contra Costa, San Joaquin, and Stanislaus. Known for community involvement and offering exceptional and friendly service, UNCLE Credit Union lives and breathes values that reflect their commitment to their members.  UNCLE Credit Union strives to help others by ensuring that their members receive affordable banking products and the excellent service they deserve.  

Community Profile
Livermore, located on the eastern edge of California’s San Francisco Bay Area is the most populous city in the Tri-Valley. As home to renowned science and technology centers, Livermore is a technological hub and academically engaged community. The city’s arts, culture, western heritage, and vibrant wine industry provide a unique blend to the community. The Historic Downtown offers excellent shopping, dining, entertainment, and cultural events. The area has a variety of fun and exciting activities to take part in year-round such as live outdoor music in the summertime, golfing, annual rodeo, wine festivals, Farmers Markets and over sixty world class wineries to visit within minutes from downtown. There are museums, great parks, and hiking and biking trails to explore, making this a great place to live, work and raise a family.

An excellent competitive compensation package will be offered to the selected candidate.

You may recommend others for candidacy by contacting Jessica Jarman, Vice President at (800) 367-0433 extension 138 or [email protected].

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