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Assistant To The Cfo Jobs in Utah (NOW HIRING)

We deliver expert guidance in financial reporting, analysis, and strategic planning tailored to meet the unique needs of each client. Job Summary We are seeking a highly skilled and experienced CFO ...

We deliver expert guidance in financial reporting, analysis, and strategic planning--tailored to meet the unique needs of each client. Job Summary We are seeking a highly skilled and experienced CFO ...

We deliver expert guidance in financial reporting, analysis, and strategic planningtailored to meet the unique needs of each client. Job Summary We are seeking a highly skilled and experienced CFO ...

Assistant to the CEO Full-Time | Hybrid (3 days in-office, Downtown Salt Lake City) Company ... Background in financial services is helpful but not required; strong business acumen and learning ...

Reporting to the Executive Director, the CFO is the primary financial advisor to executive leadership, the Board of Trustees, and its committees, and oversees the Finance & Accounting (F&A) function ...

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Assistant To The Cfo information

What does an assistant to the CFO do?

An Assistant to the CFO supports the Chief Financial Officer by handling administrative tasks, scheduling meetings, preparing reports, and organizing financial documents. They often act as a liaison between the CFO and other departments, ensuring smooth communication and workflow. Their responsibilities may also include managing correspondence, helping with budgeting processes, and coordinating special projects. This role requires strong organizational, communication, and analytical skills.

What are the key skills and qualifications needed to thrive as an assistant to the CFO, and why are they important?

To thrive as an Assistant to the CFO, you need strong organizational abilities, financial literacy, and attention to detail, often supported by a background in finance, accounting, or business administration. Familiarity with financial reporting software, advanced Excel skills, and experience with ERP systems are typically required. Exceptional communication, discretion, and problem-solving skills help you manage sensitive information and coordinate effectively with stakeholders. These skills ensure accurate financial support, efficient workflow, and trusted assistance to the CFO in a high-stakes environment.

What is the difference between Assistant To The Cfo vs Financial Analyst?

AspectAssistant To The CfoFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related fieldUsually a bachelor's degree in finance, economics, or accounting; certifications like CFA are common
Work EnvironmentOffice setting, supporting C-level executives, handling administrative and strategic tasksOffice environment, analyzing financial data, preparing reports, and supporting decision-making
Employer & Industry UsageUsed in corporate finance departments, supporting CFOs in various industriesUsed across finance departments in corporations, investment firms, and consulting

The Assistant To The Cfo primarily provides administrative and strategic support to the CFO, focusing on executive assistance and coordination. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting financial decision-making. While both roles require finance-related education, their daily tasks and focus areas differ significantly.

What are popular job titles related to Assistant To The Cfo jobs in Utah?

For Assistant To The Cfo jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Assistant To The Cfo jobs in Utah look for?

The top searched job categories for Assistant To The Cfo jobs in Utah are:

Infographic showing various Assistant To The Cfo job openings in Utah as of August 2026, with employment types broken down into 2% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Chief Financial Officer (CFO)

Elevate Credit Union

Brigham City, UT • On-site

Full-time

Retirement

Re-posted 12 hours ago


Job description

Chief Financial Officer

Brigham City, Utah | Full-Time | On-Site

Own the finance function. Help shape the future. See the impact of your work.

Elevate Credit Union is looking for a hands-on financial leader to serve as our next Chief Financial Officer. This opportunity may be especially appealing to an experienced Controller, Assistant Controller, Accounting Manager, CFO, or comparable financial leader who has owned key financial functions and is ready for greater organizational influence, direct partnership with the CEO, and responsibility for the full finance function.

At Elevate, you will have a meaningful voice in the decisions shaping our future. You will see the results of your work, know the people affected by it, and help strengthen a growing credit union committed to making a positive difference in the lives of its members and employees.

The Opportunity

As CFO, you will take full ownership of the Credit Union's finance function and personally manage its core accounting and financial responsibilities. This is an executive position, but it is also a hands-on role for someone who enjoys working directly with the numbers, investigating discrepancies, solving problems, and seeing responsibilities through from beginning to end.

You will also serve as a trusted thought partner to the CEO by providing financial insight, evaluating options, asking thoughtful questions, and raising concerns constructively when decisions warrant a closer look.

Credit union experience is not required. We are looking for someone with a strong accounting foundation, sound judgment, integrity, curiosity, and a record of owning significant financial responsibilities. The right financial leader can learn our industry, systems, and regulatory requirements.

What You'll Do

  • Lead and perform accounting, month-end close, financial reporting, budgeting, forecasting, and financial analysis.
  • Prepare financial statements, management reports, Board reports, and required regulatory financial reports.
  • Maintain strong internal controls and oversee general ledger activity, reconciliations, and the resolution of accounting issues.
  • Manage asset-liability activities, liquidity, investments, interest-rate risk, and CECL.
  • Chair the quarterly Asset Liability Management Committee and present financial information and recommendations.
  • Coordinate financial audits and regulatory examinations.
  • Manage accounts payable, tax reporting, loan participation accounting, and other key financial functions.
  • Provide financial analysis, recommendations, and strategic support to the CEO and leadership team.

What Success Requires

  • A bachelor's degree in accounting, finance, or a related field.
  • Progressively responsible accounting or financial management experience, preferably in a Controller, Assistant Controller, Accounting Manager, CFO, or comparable role.
  • Direct ownership of financial statements, month-end close, budgeting, audits, general ledger functions, reconciliations, internal controls, and financial analysis.
  • The accounting depth and judgment to manage the finance function independently while learning credit-union-specific systems, reporting requirements, regulations, and practices.
  • Strong accounting knowledge and Excel skills.
  • The ability to research accounting issues, solve problems, manage competing priorities, and work effectively with minimal supervision.
  • Sound judgment about which decisions can be handled independently and which have broader strategic, financial, regulatory, or organizational implications.

The Person We're Looking For

Integrity is essential.

You are dependable, organized, analytical, self-motivated, and attentive to detail. You take ownership, follow through, ask thoughtful questions, and remain curious when something is unfamiliar.

You are proactive and solution-focused. When something does not go as planned, you work to understand the issue, take responsibility, and help move the organization toward a solution.

You are comfortable working independently while remaining flexible and collaborative. You consider different perspectives, build productive working relationships, and support the broader team.

You also know how to balance candor with judgment, raising concerns thoughtfully and respectfully with an eye toward practical solutions and long-term success.

Why Elevate Credit Union?

Elevate Credit Union has served northern Utah since 1954. Today, we are a strong, well-capitalized, community-focused credit union with approximately 43 employees and three locations. We are proud of our history, confident in our future, and committed to serving our members for generations to come.

Our size creates the opportunity to know your coworkers, work directly with decision-makers, influence the direction of the organization, and see the impact of your contribution.

In addition to competitive compensation and comprehensive benefits, employees enjoy paid holidays, a paid day off for their birthday, and a 401(k) plan with an automatic 3% employer contribution, plus an additional employer match of up to 3%.

You will work closely with a CEO who understands the financial function and is looking for a capable partner. You will have room to contribute ideas, strengthen processes, and help plan for Elevate's future.

This is a full-time, on-site position located in Brigham City, Utah.

Elevate Credit Union is an equal opportunity employer.