Availability: Open
This key member of the executive team is responsible for planning, implementing, managing and controlling all financial-related activities for the organization, including direct responsibility for accounting, finance, forecasting, strategic planning, and regulatory internal controls.
Major Duties and Responsibilities
- Ensures credibility of the Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts.
- Directs and oversees all aspects of the Finance & Accounting functions of the organization and provides effective leadership for this group.
- Evaluates and advises on the impact of long-range planning, introduction of new programs/ strategies and regulatory action.
- Assists the CEO and other members of the SLT with strategic direction, operational and budgetary matters relating to the overall facilities function of the bank.
- Provides executive management with advice on the financial implications of business activities.
- Manages processes for financial forecasting, budgets and consolidation and reporting to the Company.
- Monitors key financial performance indicators and provides strategic recommendations to the CEO, Executive team, and Board of Directors
- Directs and oversees the management of the bank’s investment portfolio.
- Provides recommendations to strategically enhance financial performance and business opportunities.
- Ensures that effective internal controls are in place and ensure compliance with FDIC, GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
- Oversees the Bank’s Interest Rate Risk, liquidity, capital adequacy, and balance sheet management process.
- Manages the Bank’s various retirement and deferred compensation plans.
Required Education & Experience:
- Bachelor’s degree in Accounting or Finance or equivalent experience required.
- 10 years or more of experience in financial/accounting leadership role.
- Experience in balance sheet, interest rate risk and portfolio management.