Chief Financial Officer – connectFirst Credit Union

connectFirst Credit Union

Chief Financial Officer (CFO)

The CFO is responsible for developing and overseeing the execution of the organization’s financial strategies and ensuring internal controls are in place to effectively manage its assets and revenues. The role involves proactive leadership to help the organization achieve sound decision-making related to investments and the deployment of capital and to create the proper balance between risk and reward to achieve optimum return on capital.

This position is part of the Senior Management Team (SMT) and is responsible for collaborating with the other members of the SMT in delivering and achieving overall corporate results under the direction of the CEO. The SMT is also responsible for leadership and championing the corporate culture.

As a visionary and future-focused leader, the CFO will actively expand information sharing opportunities across functions within the organization. They will promote improvements to existing budgeting processes, reporting packages, performance dashboards and provide insightful analytics to support decision making.  This will include working closely with their peers to develop best-in-class data governance strategies.


Allan Nelson or Shalini Bhatty

Leaders International Executive Search



Note: Applicants will be redirected to to apply.

Chief Financial & Governance Officer – Alberta Central

Alberta Central is the central banking facility, service bureau and trade association for member credit unions. Its purpose is to champion change in the Alberta credit union system and bring value and expertise to its members.

The Executive Leadership Team (ELT) at Alberta Central is constantly looking for partnership opportunities, developing innovative products and services, and collaborating with other stakeholders to optimize system-owned entities. Key priorities for Alberta Central include meeting the demand for payments modernization, advancing core banking technology and evolving the future direction of the Central.

The ELT is comprised of the CEO and the following direct reports:

  • Chief Financial & Governance Officer
  • Chief Risk & Compliance Officer
  • Chief Investment Officer
  • Chief Strategy, People & Credit Union Relations Officer

The Chief Financial & Governance Officer is responsible for the strategic leadership, direction and guidance for financial accounting and reporting, and budgeting and taxation services for the organization. The executive also acts as the key financial reporting and budgeting lead for high profile and strategic joint ventures like the Prairie Payments Joint Venture which have complex governance structures and stakeholder relationships. This position is also responsible for oversight of governance functions and legal matters for the organization and serves as the Corporate Secretary for the Alberta Central Board of Directors and related board committees.

Experience & Education

  • Related university degree and 15 or more years of relevant experience; or combination of formal education and experience.
  • CPA designation required.
  • 5 years of experience in a senior executive leadership role.
  • Previous financial services industry experience and/or equivalent experience in an industry undergoing transformational change.
  • ICD.D or equivalent governance expertise gained through experience.
  • Candidates without governance expertise will be considered if they have strong backgrounds in either or both: o Banking and credit union payments, clearing, and settlement functions.
  • Major and/or emerging banking and credit union technology and innovation.

Express Your Enthusiasm

Email a cover letter and tailored resume to Allan Nelson or Shalini Bhatty at indicating the job title in the subject line of the email.

President & CEO


connectFirst Credit Union

Is this where YOU belong? This is an exciting role for a visionary CEO with the ability to inspire high performing leaders and teams, motivate progressive change, and promote a sense of belonging across the organization. You clearly model the highest ethical standards and an unwavering commitment to diversity, equity and inclusion. You are passionate, lead by example, and can win the hearts and minds of all employees as you build excitement, inspire innovation, and bring the strategic plan to life. You are known for successfully stewarding a culture that thrives on collaboration and deep-rooted organizational values. And above all, doing the right thing for every member and delivering exceptional member experience – that’s in your DNA.

The CEO is accountable to the Board of Directors for the successful financial and values-driven performance of connectFirst Credit Union. They are responsible for providing dynamic and effective strategic leadership and direction to all aspects of connectFirst operations and within the credit union system where, as one of Canada’s 10 largest credit unions, connectFirst plays an important part.

The CEO is accountable for the ongoing growth and sustainability of the organization as well as the execution of connectFirst’s current strategic direction centered on exceptional member experience. In the last 12 months the foundational enablers of this strategy have been implemented via exceptional efforts across all levels of employees. These strategy foundations include the replacement of four divergent banking systems with one consistent front and back-end banking system, a corporate wide reorganization redesigned to align lines of business instead of geographic divisions and the launch of the unified connectFirst brand replacing the past First Calgary, Legacy, Mountain View and Chinook regional brands.

connectFirst’s customer-centered, growth strategy now requires an inspiring, strategic leader to lead the next step in bringing their strategy to life within a highly competitive marketplace. To do this, continued culture shift and operational enhancement is required, and the CEO will play a critical role in ensuring their team remains committed to credit union values, effectively resourced, highly engaged and fully capable within a culture that enables the collaborative achievement of our organization’s strategic goals.


Allan Nelson or Shalini Bhatty

Leaders International Executive Search



connectFirst Credit Union – Chief Executive Officer

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