Prepare and review financial statements and regulatory filings to ensure compliance with applicable accounting standards and regulatory requirements
Serve as the primary liaison with internal and external auditors, regulators, and examiners; provide requested documentation and support audit and examination processes
Oversee and maintain the integrity of the general ledger and chart of accounts to ensure accurate financial reporting and operational visibility
Monitor organizational cash balances, liquidity, and funding requirements; support cash management and treasury activities
Review financial transactions and reporting activity to identify variances, risks, or unusual activity and ensure appropriate resolution
Review and approve financial reports prepared by accounting staff, ensuring accuracy, completeness, and compliance with internal and external requirements
Oversee accounts payable and financial operations processes and collaborate with cross-functional teams on financial analysis and reserve calculations, as applicable
Oversee secure transfer of funds and ensure proper controls and procedures are followed for financial transactions
Participate as a key member of the leadership team, contributing to financial strategy, risk management, and organizational planning
Lead the annual budgeting process and provide ongoing financial forecasting and performance monitoring
Support asset and liability planning, investment oversight, and long-term financial strategy development
Coordinate with external partners on tax preparation, compliance, and financial reporting matters
Lead or support special financial projects, system improvements, and operational initiatives as needed
Implement departmental and organizational financial strategies aligned with overall business objectives
Ensure compliance with all applicable laws, regulations, and internal policies related to financial operations and reporting
Promote strong internal controls, risk management practices, and operational integrity across the finance function
Requirements
Bachelor’s degree in Accounting, Finance, or a related field
CPA preferred, but not required
A minimum of eight (8) years' related accounting/finance experience
Five (5) years in a CFO role
CFO with experience in smaller banks (less than $1M total assets) experience helpful
Must be hands on with experience and ability to perform as well as direct