Wellby Financial

Houston, Texas

$2.5 Billion

Contact Information:

Jessica Jarman | 281.719.2138

[email protected]

Wellby Financial

Chief Financial Officer

Position Summary
Wellby Financial is in search of an experienced, finance executive to join their team as Chief Financial Officer. Reporting directly to the CEO, this position will be responsible for financial stability, investing, financial analysis, and reporting. The CFO will provide leadership over the areas of accounting, finance, budgeting, and asset liability management. As a member of the Executive Team, the CFO will contribute to the development, execution, and administration of the credit union’s strategic plan and strategies. Collaboration with the Executive Team is required to deliver strong financial performance and growth. The ideal candidate will have a minimum 5 years of experience in a financial organization and 10 years of financial management experience. Bachelor’s degree required, CPA designation required. Strong relationship and leadership skills are critical.

Company Profile
Wellby Financial, is a member-owned, not-for-profit financial cooperative proudly serving the Greater Houston Metro area. Wellby was originally established in 1961 to serve the employees and families of Johnson Space Center. We have grown into one of the largest credit unions in Houston, serving more than 132,000 members with 21 branch locations and more than $2.5 billion in assets. As a people-first organization, Wellby is open to all who live, work, worship, or attend school in the Greater Houston Metro or Galveston area. For more information, visit Federally insured by NCUA. Equal Housing Lender. Equal Opportunity Employer.

Community Profile
Houston, Texas is located in southeast Texas near the Gulf of Mexico. Nicknamed the “Space City,” Houston is rich in diversity and culture offering a mix of talent and first-class attractions. Houston’s economy has a broad industrial base in energy, manufacturing, aeronautic, healthcare and research and is home to the Texas Medical Center, and NASA’s Johnson Space Center. With many cultural institutions and exhibits in the Museum district offering active visual performing arts in the Theater district, this city is alive with year-round activities for all ages and interests. Offering exclusive shopping, exquisite cuisine to please any palate, international appeal, and Southern charm, Houston is a great place to live, work, and play.

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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