Senior Partner
Core
Executive oversight of Accounting, Treasury, FP&A, and Business Planning & Analysis for a diversified finance function, ensuring accurate financial reporting, capital planning, and strategic growth.
Role type
Principal, strategy & mentorship (CFO)
Builds
Financial strategies, capital structures, regulatory compliance frameworks, and profitability analyses for a bank and holding company.
Domain
Banking / Financial Services
Required skills
Executive leadership, multi-year budgeting, forecasting, fiscal planning, cash flow management, capital management, liquidity planning, balance sheet optimization, interest rate risk management, regulatory reporting, M&A experience, asset/liability management, portfolio management, credit risk management, operations risk management, equity and debt offerings, treasury and debt markets, fixed income derivatives, regulatory relations, strategic planning, business partnering, mentoring.
Preferred skills
Prior CFO/Deputy CFO experience at $15-20B bank, publicly traded company experience, MBA, CPA, SOX experience, FDICIA experience, 20+ years in financial institution environment.
Technologies
GAAP, CECL/ALLL, AOCI, ALCO
Responsibilities
Develop and execute comprehensive financial strategies aligned with strategic bank goals; oversee all aspects of financial management including multi-year budgeting, forecasting, and fiscal planning; lead corporate accounting and treasury functions including cash flow, capital, and liquidity management; provide executive leadership in strategic planning; lead balance sheet optimization and interest rate risk management; deliver line of business and product profitability analyses; ensure execution of CECL/ALLL compliance frameworks; direct interest rate risk modeling and liquidity stress testing; participate in key decisions as a member of the executive leadership team; maintain relations with external auditors and examiners; serve as a strategic advisor to the Board of Directors and Bank President; coach and mentor future leaders; serve on ALCO.
Seniority
Principal, strategy & mentorship
