Chief Financial Officer

The client is seeking a Chief Financial Officer to lead all accounting and financial functions for a community bank serving the New York, NY area. This senior role will guide the organization’s financial strategy toward growth and expansion and support the Executive Team with forecasting and budgeting, while overseeing financial planning, reporting, and investment-related activities. The CFO will help drive development-focused insights by analyzing past, current, and expected operations to identify improvement opportunities. Key responsibilities include directing financial activities such as reporting, planning, supervision, and investments; preparing and/or overseeing annual tax-related filings with support from outside accountants; and preparing financial statements, business activity reports, financial position forecasts, annual budgets, and regulatory reporting. The role also includes serving as a member of or chairing the bank’s ALCO committee, supervising finance staff across financial reporting, accounting, billing, collections, payroll, and budgeting, and maintaining current knowledge of organizational policies, directives, and accounting standards. In addition, the CFO will conduct or coordinate audits to ensure compliance with applicable state and federal requirements, manage disbursement requests in line with company procedures, monitor reserves and other financial details for regulatory alignment, and oversee performance through coaching and personnel actions. Qualifications include a bachelor’s degree in finance and accounting (with a master’s degree preferred) and a CPA designation preferred. The client expects four or more years of related experience and/or training, or an equivalent combination of education and experience, along with strong attention to detail and a commitment to accuracy. Proficiency with common PC software (such as Excel, Word, and Access) and excellent communication skills are required, as is the ability to work under pressure, prioritize, meet deadlines, and resolve complex financial problems; candidates will also be expected to lead staff training and development in budgeting and financial management. Confidential