Brandon Smith
Casper,WY
Summary
Credit union advocate and experienced CFO committed to excellence in leadership and finance to promote financial well- being for all.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
CFO
Meridian Trust Federal Credit Union
Cheyenne, WY
01.2024 - Current
- Formalized and elevated numerous activities including the monthly close process, financial reporting, investing, budgeting, and the ALCO
- Implemented vendor changes to enhance efficiency and performance
- Established a data analytics committee and developed a data transformation roadmap
- Created the Finance Department and restructured Risk & Compliance to bring Internal Audit in-house
- Advocated for credit union legislative priorities
VP Strategy
UniWyo Credit Union
Laramie, WY
06.2023 - 01.2024
- Started strategy and data analytics departments
- Created a new business analyst position and built a data roadmap
- Engaged the credit union in advocacy efforts
Interim CEO
Reliant Federal Credit Union
Casper, WY
01.2023 - 06.2023
- Led Reliant FCU through a difficult merger with UniWyo CU
CFO
Reliant Federal Credit Union
Casper, WY
03.2009 - 12.2022
- Created an ALM program and investment portfolio from scratch
- Modernized the forecasting and planning function
- Facilitated strategic planning sessions enabling the organization to develop vision, mission and value statements
- Served as Security Officer for ten years
- Oversaw a core conversion
- Drove numerous employee benefits improvements
Education
Bachelor of Science - Business Administration, Spanish
University of Wyoming
Laramie, WY08-2003
Skills
- Leadership and development
- Strategic planning
- Financial analysis
- Forecasting and planning
- Asset liability management
Certification
- Certified Credit Union Development Educator (CUDE)
- Certified Credit Union Executive (CCUE)
Languages
Spanish
Professional
Accomplishments
- Volunteer of the Year (CUNA CFO Council)
- Top 20 Under 40 Young Credit Union Professional (MWCUA)
- Al Jordan Leadership and Service Award (CUNA Management School)
Timeline
CFO
Meridian Trust Federal Credit Union
01.2024 - Current
VP Strategy
UniWyo Credit Union
06.2023 - 01.2024
Interim CEO
Reliant Federal Credit Union
01.2023 - 06.2023
CFO
Reliant Federal Credit Union
03.2009 - 12.2022
- Certified Credit Union Development Educator (CUDE)
- Certified Credit Union Executive (CCUE)
Bachelor of Science - Business Administration, Spanish
University of Wyoming
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