CFO

Partner with the CEO and senior leadership to steer the strategic direction of a well-capitalized, family-owned bank holding company. As CFO, you'll own the financial planning, implementation, and management for the holding company and its two nationally chartered banks. This role is a prime seat to drive growth through M&A leadership, organic expansion, digital transformation, and ensuring top-tier regulatory compliance.

Why We Like This

• Strategic breadth: Serve as a strategic thought partner to the CEO and Board while overseeing a complex commercial banking operation spanning two separately chartered banks, opportunistic M&A, and a growing fintech platform.
• Family-owned culture: Enjoy the stability and long-term perspective of a privately held bank, providing ample opportunity to focus on long-term value creation. The current CFO is retiring after 35 years with the bank (evidencing the culture of stability and long-term perspective).
• Growth and innovation focus: Lead digital transformation and FP&A enhancement in a well-capitalized, recognized commercial bank with a strong brand and opportunistic growth strategy.

Requirements

• Bank CFO Experience with Multi-Entity Oversight: Proven track record managing multiple P&Ls across a bank holding company and its separately chartered bank subsidiaries—critical for overseeing complex organizational structures.
• Regulatory & Audit Mastery: Deep regulator-facing expertise including managing OCC exams, ensuring timely and accurate regulatory filings, delivering clean financial statement audits, and maintaining strong auditor relationships.
• FP&A & Data-Driven Transformation Leadership: Change agent capable of advancing FP&A capabilities and driving data/digital transformation initiatives using platforms like Snowflake and PowerBI to support strategic decision-making.

Responsibilities

• Strategic partnership: Work hand-in-hand with the CEO and exec team on strategic planning, capital allocation, and operating model decisions, including M&A diligence and integration.
• Team leadership and development: Lead and mentor the accounting and finance team, building a collaborative, growth-focused, data-driven culture.
• Regulatory compliance: Maintain strong relationships with bank regulators and external auditors. Ensure timely completion of annual audit, tax filings, and all regulatory reporting requirements.
• Capital planning: Oversee liquidity management, interest-rate risk, investment portfolio performance, wholesale funding, deposit pricing, and capital allocation to optimize net interest margin and uphold solid capital ratios.
• FP&A and forecasting: Drive FP&A enhancements to deliver solid financial projections, scenario modeling, and actionable insights that support growth and regulatory compliance.

$450,000 - $500,000 a year

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.