About the Opportunity
We are partnering with a well-established community-focused bank seeking a Chief Financial Officer / Comptroller to join its executive leadership team. This institution is known for its relationship-driven banking model local decision-making and stable people-first culture.
This is an opportunity to step into a visible leadership role within a regional/community bank environment where financial strategy directly shapes growth regulatory strength and long-term sustainability.
Role Overview
The CFO/Comptroller will lead all financial operations of the bank ensuring regulatory compliance financial stability and strategic alignment with organizational goals. This role serves as a key advisor to the CEO and Board of Directors on financial planning risk capital management and performance optimization.
The ideal candidate brings deep banking finance experience including hands-on leadership in regulatory reporting treasury ALM and financial crimes compliance within a regulated financial institution.
Key Responsibilities
Financial Leadership & Strategy
- Lead financial strategy aligned with business and growth objectives
- Advise executive leadership and the Board on financial performance and planning
- Support strategic initiatives including capital decisions investments and M&A
Financial Reporting & Regulatory Compliance
- Oversee accurate monthly quarterly and annual financial reporting
- Ensure compliance with GAAP/IFRS and banking regulatory requirements
- Manage regulatory reporting audits and liaison with regulators and auditors
Capital Liquidity & Treasury Management
- Oversee capital adequacy Basel III compliance and stress testing
- Lead liquidity planning funding strategies and balance sheet optimization
- Supervise treasury operations and investment portfolio oversight
Risk & Governance
- Partner with risk leadership on credit market and liquidity risk management
- Maintain strong internal controls and financial governance frameworks
- Support BSA/AML/FCC compliance oversight in coordination with relevant teams
Budgeting & Performance Management
- Lead annual budgeting and long-term financial forecasting
- Deliver variance analysis and performance insights to leadership
- Identify cost optimization and operational efficiency opportunities
Stakeholder Engagement
- Present financial results and strategic insights to the Board
- Maintain relationships with regulators auditors and external stakeholders
Qualifications
- Bachelors degree in Accounting Finance or related field (required)
- 58 years of progressive finance/accounting experience in banking or regulated financial services
- Prior experience in a bank credit union thrift or bank-holding company strongly preferred
- 5 years of experience in regulatory reporting and Financial Crimes Compliance (BSA/AML/FCC)
- Strong knowledge of GAAP financial reporting and internal controls
Core Experience Required
Candidates should demonstrate hands-on leadership in:
- Bank financial reporting (monthly/quarterly/annual statements)
- Regulatory reporting and external audit coordination
- Capital adequacy Basel III frameworks and stress testing
- Treasury liquidity management and ALM oversight
- Financial Crimes Compliance (BSA/AML/FCC)
- Board-level financial reporting and executive advisory
Additional Notes
We are seeking a proven banking finance leader with strong regulatory and operational depth who can contribute quickly in a hands-on executive role. Candidates should demonstrate stability progressive responsibility and experience managing both financial performance and regulatory expectations in a bank environment.
About the Opportunity We are partnering with a well-established community-focused bank seeking a Chief Financial Officer / Comptroller to join its executive leadership team. This institution is known for its relationship-driven banking model local decision-making and stable people-first culture. Thi...
About the Opportunity
We are partnering with a well-established community-focused bank seeking a Chief Financial Officer / Comptroller to join its executive leadership team. This institution is known for its relationship-driven banking model local decision-making and stable people-first culture.
This is an opportunity to step into a visible leadership role within a regional/community bank environment where financial strategy directly shapes growth regulatory strength and long-term sustainability.
Role Overview
The CFO/Comptroller will lead all financial operations of the bank ensuring regulatory compliance financial stability and strategic alignment with organizational goals. This role serves as a key advisor to the CEO and Board of Directors on financial planning risk capital management and performance optimization.
The ideal candidate brings deep banking finance experience including hands-on leadership in regulatory reporting treasury ALM and financial crimes compliance within a regulated financial institution.
Key Responsibilities
Financial Leadership & Strategy
- Lead financial strategy aligned with business and growth objectives
- Advise executive leadership and the Board on financial performance and planning
- Support strategic initiatives including capital decisions investments and M&A
Financial Reporting & Regulatory Compliance
- Oversee accurate monthly quarterly and annual financial reporting
- Ensure compliance with GAAP/IFRS and banking regulatory requirements
- Manage regulatory reporting audits and liaison with regulators and auditors
Capital Liquidity & Treasury Management
- Oversee capital adequacy Basel III compliance and stress testing
- Lead liquidity planning funding strategies and balance sheet optimization
- Supervise treasury operations and investment portfolio oversight
Risk & Governance
- Partner with risk leadership on credit market and liquidity risk management
- Maintain strong internal controls and financial governance frameworks
- Support BSA/AML/FCC compliance oversight in coordination with relevant teams
Budgeting & Performance Management
- Lead annual budgeting and long-term financial forecasting
- Deliver variance analysis and performance insights to leadership
- Identify cost optimization and operational efficiency opportunities
Stakeholder Engagement
- Present financial results and strategic insights to the Board
- Maintain relationships with regulators auditors and external stakeholders
Qualifications
- Bachelors degree in Accounting Finance or related field (required)
- 58 years of progressive finance/accounting experience in banking or regulated financial services
- Prior experience in a bank credit union thrift or bank-holding company strongly preferred
- 5 years of experience in regulatory reporting and Financial Crimes Compliance (BSA/AML/FCC)
- Strong knowledge of GAAP financial reporting and internal controls
Core Experience Required
Candidates should demonstrate hands-on leadership in:
- Bank financial reporting (monthly/quarterly/annual statements)
- Regulatory reporting and external audit coordination
- Capital adequacy Basel III frameworks and stress testing
- Treasury liquidity management and ALM oversight
- Financial Crimes Compliance (BSA/AML/FCC)
- Board-level financial reporting and executive advisory
Additional Notes
We are seeking a proven banking finance leader with strong regulatory and operational depth who can contribute quickly in a hands-on executive role. Candidates should demonstrate stability progressive responsibility and experience managing both financial performance and regulatory expectations in a bank environment.
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