Joleen Forgione, Chief Financial Officer
Professional Overview
Joleen Forgione is an accomplished financial executive with extensive experience in the credit union industry. As the Chief Financial Officer at Align Credit Union, she oversees all financial operations, strategic planning, and risk management initiatives, contributing to the organization's growth and stability.
Experience Summary
Current Role
Joleen currently serves as the Chief Financial Officer at Align Credit Union, a position she has held since January 2025. In this role, she is responsible for overseeing the credit union's financial management, including financial reporting, budgeting, and asset-liability management. Joleen's strategic leadership and data-driven decision-making have been instrumental in driving the credit union's profitability and enhancing its competitive position within the market.
Career Progression
Prior to her current role, Joleen held the position of VP Controller at Align Credit Union, where she demonstrated her expertise in financial analysis and process optimization. Before joining Align Credit Union, she served as the Chief Financial Officer at MetroWest Community FCU from 2019 to 2024, where she successfully guided the organization through a period of significant growth and operational improvements. Joleen's early career was marked by her role as an Accounting Supervisor at Digital Federal Credit Union, where she honed her skills in financial reporting and internal controls.
Academic Background
Joleen holds a Bachelor's degree in Accounting from the University of Massachusetts, Amherst, where she graduated in 2002. Her strong academic foundation has provided a solid base for her professional development and leadership in the credit union industry.
Areas of Expertise
- Financial management and reporting
- Strategic planning and risk management
- Asset-liability optimization
- Regulatory compliance and risk mitigation
- Process improvement and operational efficiency
- Cross-functional collaboration and team leadership
Professional Impact
Throughout her career, Joleen has made significant contributions to the credit union industry. At MetroWest Community FCU, she spearheaded the implementation of a robust financial management system, which resulted in enhanced reporting capabilities and improved decision-making. At Align Credit Union, Joleen has played a pivotal role in diversifying the organization's revenue streams and expanding its product offerings, ultimately strengthening its competitive position in the market.
Conclusion
Joleen Forgione's extensive experience, strategic mindset, and dedication to the credit union industry make her a valuable asset to Align Credit Union. As the Chief Financial Officer, she continues to drive financial excellence, foster innovation, and contribute to the overall success and growth of the organization.
