Chief Financial Officer (CFO) – EVP | Banking + Mortgage
Confidential Client | Michigan USA (Hybrid)
Gateway Group Personnel is conducting a retained search for a Chief Financial Officer (CFO, EVP) on behalf of a $1B+ community bank with a national mortgage platform and strong growth trajectory.
This is a strategic, hands-on CFO role reporting directly to the CEO, with responsibility for capital strategy, ALCO, regulatory oversight, and financial leadership across a multi-entity organization.
Key Responsibilities
- Lead capital planning, balance sheet strategy, and liquidity management
- Active participation in ALCO and interest rate risk management
- Oversee financial operations across banking and mortgage platforms
- Partner with CEO and Board on financial strategy and growth initiatives
- Manage regulatory relationships (FDIC, state regulators)
- Drive process improvement, reporting accuracy, and financial discipline
Required Experience
- Experience in a banking environment (community or regional bank)
- Strong exposure to ALCO, capital planning, and regulatory frameworks
- Background in mortgage banking or mortgage finance
- Proven ability to operate as a strategic finance leader
- Experience working with executive leadership and/or Board of Directors
Preferred Qualifications
- CPA or strong technical accounting background
- Experience in a multi-entity or holding company structure
- Background as CFO, EVP Finance, SVP Finance, or Chief Accounting Officer
Why This Role Stands Out
- High-impact role within a growing $1B+ financial institution
- Direct partnership with a highly engaged CEO
- Opportunity to help scale and shape long-term strategy
- Exposure to holding company growth and long-term value creation
Location
Michigan USA (Hybrid)
On-site presence expected initially, with flexibility over time
