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Sarah Fergason profile image

Sarah Fergason

Chief Financial Officer at Point West Credit Union
Intro Book
Sarah Fergason, a seasoned finance executive with 6 years at Point West Credit Union, 11 years of experience in accounting and finance, and a Bachelor's degree in Finance from Washington State University Vancouver.
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Location
Vancouver, Washington, United States, US
Skills
  • Leadership
  • Banking
  • Training
  • Team Leadership
  • Accounting
  • Show all
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Bio

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I'm Sarah Fergason, a seasoned finance professional based in Vancouver, US. With over 17 years of experience in the banking sector, I currently serve as the Chief Financial Officer at Point West Credit Union, where I've honed my leadership and strategic planning skills over the past four years. My career also includes significant roles at Red Canoe Credit Union and iQ Credit Union, where I developed a strong foundation in accounting and financial operations. I hold a Bachelor's degree in Finance from Washington State University Vancouver. Proficient in Microsoft Excel and various financial software, I am passionate about training and coaching teams to achieve their best. I am committed to maximizing profitability and optimizing financial strategies while maintaining compliance and best practices in all operations.

Experience

  • Point West Credit Union
    • United States
    • Banking
    • 1 - 100 Employee
    • Chief Financial Officer
      • Apr 2020 - Present

    • VP Finance and Administration
      • Nov 2017 - Apr 2020

  • Red Canoe Credit Union
    • Accounting Manager
      • Apr 2006 - Nov 2017

      Meticulous Accounting and Finance Manager with comprehensive experience in high volume financial operations. Proficiently knowledgeable of financial reporting, budget analysis, auditing, revenue cycles, general ledger reconciliation, cash management, fixed assets, investments, project costing, accounts payable and receivable, and staff development. Record of success in conducting quantitative analyses to identify, investigate, and resolve discrepancies. Committed to maximizing profitability and optimizing cash flow, as well as supporting the full scope of corporate goals and objectives.Areas of Excellence:Data Research & AnalysisCorporate FinanceMergers/AcquisitionsInternal Control/Due DiligenceQuantitative AnalysisRisk Analysis & ManagementFinancial Strategy DevelopmentCorrelation AnalysisBudget ManagementForecast DevelopmentPolicy DevelopmentProject & Process ManagementBest Practices ImplementationGAAP/Compliance ManagementDocumentation & ReportingCustomer Service/RelationsTeam Leadership/ManagementCross-Functional LeadershipTechnical Skills:QuickBooksFiservMicrosoft Office Suite (Advanced)

  • Harland Financial Solutions, Inc.
    • Portland, Oregon
    • Web Training Specialist
      • Nov 2005 - Apr 2006
      • Portland, Oregon

  • iQ Credit Union
    • Vancouver, Washington
    • Administrative Assistant
      • Sep 1997 - Nov 2005
      • Vancouver, Washington

Education

  • Washington State University Vancouver
    Bachelor's degree, Finance, General

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Industry Focus. “Investment Banking”

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