Chief Strategy and Capital Officer

Park Community Credit Union is seeking a strategic and forward-thinking executive to serve as its next Chief Strategy & Capital Officer (CSCO). This newly designed leadership role will serve as the architect of the credit union's enterprise financial strategy, capital deployment, and long-term growth model. Reporting directly to the CEO, the CSCO will partner closely with the Executive Team to align capital strategy, balance sheet management, financial performance, data analytics, and strategic planning with the organization's mission and growth objectives. The successful candidate will combine strong financial expertise with enterprise leadership, leveraging data-driven insights and forward-looking analysis to guide decision-making, optimize organizational performance, and position Park for sustained success in a dynamic financial services environment.

 

Role:
By emphasizing ONE Park, ONE Mission, One Team, the Chief Strategy & Capital Officer (CSCO) serves as the architect of the credit union’s enterprise financial strategy, capital deployment, and long-term growth model. This role is responsible for aligning balance sheet strategy, capital optimization, enterprise growth, and financial performance with the organization’s mission and strategic direction. The CSCO leads enterprise-level decision-making by integrating financial strategy, data-driven insights, and forward-looking scenario modeling to drive sustainable growth and institutional strength. Oversight includes capital strategy (including ECIP), balance sheet strategy, enterprise financial modeling, capital planning alignment, CECL modeling, and decision intelligence capabilities. The CSCO provides executive leadership across Finance, Data & Analytics, and Strategic Planning, ensuring financial strategy is fully integrated into organizational decision-making, growth initiatives, and long-term positioning. This role also serves as a primary financial strategic partner to the CEO and Executive Team.

Essential Functions & Responsibilities:

Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: • Vibrant Connections

• Inclusive Excellence

• Bold Compassion

• Endless Empowerment
2. To achieve enterprise financial performance targets by aligning capital strategy, balance sheet management, and growth initiatives with the organization’s strategic plan.
3. To provide clear, data-driven financial insights and strategic recommendations that support executive decision-making and organizational direction.
4. To build and sustain a high-performing, engaged leadership team across Finance, Data & Analytics, and Strategic Planning that effectively supports enterprise strategy execution.
5. To ensure capital strategy, financial planning, and risk management practices align with regulatory expectations, internal controls, and the organization’s defined risk tolerance.
6. To proactively monitor and communicate trends across financial performance, balance sheet dynamics, and enterprise growth, ensuring timely adjustments to strategy as needed.
7. To identify and advance opportunities for revenue growth, cost efficiency, and financial optimization through innovative capital strategies, pricing approaches, and enterprise initiatives.
8. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
9. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
10. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.

Knowledge and Skills:
Experience Ten years to fifteen years of similar or related experience.
Education (1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA).
Interpersonal Skills Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
Other Skills 1. Requires a degree in Business Administration, Finance, or Accounting. 2. Excellent analytical skills, people skills, and self-direction are required. 3. Must be proficient with PC accounting, spreadsheet, and word processing software. 4. Background in bank data processing systems preferred.

Physical Requirements

WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers. PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.