About the role
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.
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