CUNA Spotlight: 121 Financial Credit Union

In this interview, Benjamin Munday, CFO at 121 Financial Credit Union, shares how his team transformed their month-end close process through automation. He talks about the challenges they faced with manual reconciliations, tight deadlines, and limited visibility into financial data—and what ultimately drove the decision to modernize their workflow.

Benjamin discusses the impact automation has had on his team’s efficiency, accuracy, and confidence in their financial reporting. By streamlining reconciliations and reducing manual effort, they’ve been able to close faster, catch issues earlier, and free up time for more strategic initiatives.

For finance leaders considering the shift to automation, this conversation offers a firsthand look at the benefits and lessons learned from a real-world month-end close transformation.