Chief Financial Officer – Banking / Financial Services
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Overview
Job Description
Chief Financial Officer – Banking / Financial Services
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io
Who:
A senior banking finance executive with extensive experience leading financial strategy, risk management, and enterprise-wide financial operations.
What:
Serve as the Bank’s Chief Financial Officer, overseeing financial planning, accounting, asset/liability management, regulatory compliance, and operational efficiency.
Where:
Onsite – location within the bank’s headquarters (not remote or hybrid).
When:
Actively hiring to strengthen executive financial leadership and support strategic growth initiatives.
Why:
To provide board-level financial guidance, optimize balance sheet performance, ensure regulatory compliance, and drive long-term profitability.
Salary:
Competitive executive-level compensation based on experience and credentials.
Job Summary / Description:
The CFO will serve as a key executive responsible for financial stewardship, balance sheet strategy, and enterprise performance. This role partners with the CEO, Board, and executive leadership to provide actionable financial insights, ensure compliance, and guide strategic decision-making. The position also focuses on operational efficiency, risk oversight, and the continuous improvement of financial processes across the organization.
Key Responsibilities:
Strategic & Board-Level Leadership
Advise the Board on capital planning, dividends, governance, and enterprise initiatives.
Partner with the CEO on balance sheet optimization and investment strategy.
Prepare and present financial materials for Board and committee meetings.
Asset/Liability & Financial Risk Oversight
Chair or facilitate ALCO and support Board-level finance committees.
Monitor interest rate exposure, liquidity, funding mix, and key financial ratios.
Identify emerging financial risks and propose mitigation strategies.
Financial Planning & Analysis
Direct budgeting, forecasting, and variance analysis processes.
Report financial results against plan and peer institutions.
Develop advanced financial models for branch, product, and portfolio performance.
Accounting, Reporting & Controls
Ensure accurate and timely financial reporting across all entities.
Maintain accounting policies, procedures, and internal controls.
Oversee AP operations and domestic/international wire activity.
Credit & Allowance Oversight
Own allowance frameworks including CECL methodology and assumptions.
Ensure processes and models meet regulatory expectations.
Operational Efficiency & Technology
Lead automation and process improvement initiatives.
Evaluate technology investments for cost-benefit and risk mitigation.
Treasury & Ancillary Programs
Manage BOLI portfolio and other treasury programs.
Oversee corporate credit card program for employees and institution.
External & Internal Relationships
Maintain relationships with auditors, regulators, consultants, and financial service providers.
Lead, mentor, and develop accounting and finance teams.
Compliance & Professional Development
Ensure compliance with laws and banking regulations, including BSA and OFAC.
Pursue continuing education on regulatory and accounting best practices.
Qualifications:
Bachelor’s degree in Accounting required; CPA, MBA, or equivalent advanced credential strongly preferred.
Minimum 10 years of progressive financial leadership experience within banking, financial institutions, or mortgage banking.
Executive-level experience with accountability for enterprise financial outcomes.
Knowledge of banking regulations, financial reporting standards, and supervisory expectations.
Proven ability to balance growth, profitability, operational discipline, and regulatory compliance.
Strong strategic, analytical, organizational, and communication skills.
Experience working with Boards of Directors on governance, capital, and strategic matters preferred.
Benefits:
Medical, dental, and vision insurance
401(k) retirement plan
Professional growth and executive development opportunities
CFO role in banking overseeing finance, accounting, ALM, risk, compliance, and strategic planning to drive enterprise profitability.
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