Skills: Controller Chief Financial Officer Banking Industry experience Accounting Operations Mid-Level Accountant Financial Strategy and Compliance Financial Reporting Budgeting and Forcasting
About the Opportunity
We are currently partnering with a well-established community-focused bank to identify a Comptroller/CFO to join their leadership team.
This organization is known for its relationship-driven approach local decision-making and family-first culture. It offers the kind of environment many banking professionals are looking for-collaborative stable and not overly corporate-where leadership is accessible and employees are valued beyond their output.
The Role
This position is responsible for overseeing all financial activities of the bank ensuring financial stability regulatory compliance and strategic growth. They act as a key advisor to the CEO and board especially on financial risk and capital management.
Key Responsibilities
1. Financial Strategy & Leadership
Develop and execute the banks financial strategy aligned with business goals
Advise executive leadership on financial planning and growth opportunities
Support mergers acquisitions and investment decisions
2. Financial Reporting & Compliance
Ensure accurate and timely financial reporting (monthly quarterly annual)
Oversee preparation of financial statements in line with standards like GAAP/IFRS
Ensure compliance with banking regulations (e.g. capital adequacy liquidity rules)
Liaise with regulators auditors and rating agencies
3. Risk Management
Monitor financial risks including credit market and liquidity risk
Work closely with CRO (Chief Risk Officer) to maintain risk frameworks
Ensure proper internal controls and financial governance
4. Capital & Liquidity Management
Manage capital structure and adequacy (Basel III requirements stress testing)
Oversee liquidity planning and funding strategies
Optimize balance sheet performance
5. Treasury & Investment Oversight
Supervise treasury operations including cash flow and funding
Manage investment portfolios and interest rate risk
Oversee asset-liability management (ALM)
6. Budgeting & Forecasting
Lead annual budgeting process and long-term financial planning
Analyze financial performance and variances
Provide forecasts to guide decision-making
7. Cost Control & Efficiency
Identify cost-saving opportunities and improve operational efficiency
Monitor expense management across the bank
8. Stakeholder Communication
Present financial results to board members and investors
Maintain relationships with regulators analysts and shareholders
Skills: Controller Chief Financial Officer Banking Industry experience Accounting Operations Mid-Level Accountant Financial Strategy and Compliance Financial Reporting Budgeting and Forcasting
About the Opportunity
We are currently partnering with a well-established community-focused bank to identify a Comptroller/CFO to join their leadership team.
This organization is known for its relationship-driven approach local decision-making and family-first culture. It offers the kind of environment many banking professionals are looking for-collaborative stable and not overly corporate-where leadership is accessible and employees are valued beyond their output.
The Role
This position is responsible for overseeing all financial activities of the bank ensuring financial stability regulatory compliance and strategic growth. They act as a key advisor to the CEO and board especially on financial risk and capital management.
Key Responsibilities
1. Financial Strategy & Leadership
Develop and execute the banks financial strategy aligned with business goals
Advise executive leadership on financial planning and growth opportunities
Support mergers acquisitions and investment decisions
2. Financial Reporting & Compliance
Ensure accurate and timely financial reporting (monthly quarterly annual)
Oversee preparation of financial statements in line with standards like GAAP/IFRS
Ensure compliance with banking regulations (e.g. capital adequacy liquidity rules)
Liaise with regulators auditors and rating agencies
3. Risk Management
Monitor financial risks including credit market and liquidity risk
Work closely with CRO (Chief Risk Officer) to maintain risk frameworks
Ensure proper internal controls and financial governance
4. Capital & Liquidity Management
Manage capital structure and adequacy (Basel III requirements stress testing)
Oversee liquidity planning and funding strategies
Optimize balance sheet performance
5. Treasury & Investment Oversight
Supervise treasury operations including cash flow and funding
Manage investment portfolios and interest rate risk
Oversee asset-liability management (ALM)
6. Budgeting & Forecasting
Lead annual budgeting process and long-term financial planning
Analyze financial performance and variances
Provide forecasts to guide decision-making
7. Cost Control & Efficiency
Identify cost-saving opportunities and improve operational efficiency
Monitor expense management across the bank
8. Stakeholder Communication
Present financial results to board members and investors
Maintain relationships with regulators analysts and shareholders