Position Summary
Successful holding company seeks a seasoned and strategic financial executive who can fulfill the crucial role of CFO for the company’s businesses, which include a bank and other operations. The bank has a strong growth strategy. The CFO will provide strategic direction to the existing financial personnel and strategic, executive-level leadership across the holding company. The CFO will be an integral member of the organization’s executive leadership, working closely with the board.
Key responsibilities
- Provide highest-level financial leadership to the holding company’s entities.
- Advise on investment strategies, risk management, and performance analysis to achieve long-term growth.
- Oversee the organization’s managed investment portfolio account, which is currently comprised of publicly traded equity securities.
- Provide strategic insights and financial analysis to support key business decisions.
- Work across the holding company to evaluate financial impact and return on investment for new projects, acquisitions, and business ventures.
- Communicate effectively with the holding company’s board and those of its subsidiaries, as well as the executive/senior management teams for all entities.
- Work with the boards to establish strategic direction and growth plans; execute that strategy.
Qualifications
- Undergraduate degree in finance, accounting, or a related field required. CPA strongly preferred. Other advanced degrees (MBA or CFA) considered.
- At least 15 years of professional financial experience, with at least five at the CFO level in a significant organization. Experience in the banking industry required. Merger and acquisition experience is preferred.
- Strong business acumen, good business judgment, sound decision-making, and a fiscally conservative mindset.
- Well-rounded experience related to growth strategies; succession development; and working with a board of directors.
- Experience in finance analysis, capital structure, investment performance, and acquisition evaluations.
- Good understanding of current and imminent technological developments that can be used by or may have an effect on the business.
- Strong communicator with internal and external audiences; good listener; excellent written and verbal communication skills.
- Executive presence and self-confidence in the public sphere without self-importance; astuteness in political and public arenas.
