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Vice President / Chief Financial Officer

Position Summary

In partnership with the CEO and other Senior Management, creates the strategic direction of the organization's accounting, financial and investment functions and coordinates execution of strategic objectives.  Responsible for strategic and tactical matters related to budget management, cost benefit analysis, forecasting needs and securing of new funding and investment.  Directs the fiscal functions of the organization.

Reports to



Senior Management/Bank Administration

Essential Functions

  • Directs the fiscal functions of the organization in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate within the financial industry
  • Oversees preparation of financial reports, including income statements and balance sheets that accurately reflect the financial condition of the bank and holding company; oversees reconciliation of multiple balance sheet accounts (e.g., prepaids, life insurance assets and accruals)
  • Plans, develops, organizes, implements, directs and evaluates the organization's fiscal function and performance.
  • Evaluates and advises on the impact of long range financial planning, introduction of new programs/strategies and regulatory action
  • Directs the development of bank's annual budget in collaboration with the management staff; regularly analyzes bank performance and provides detailed reports to management; seeks opportunities for increased profitability and efficiency
  • Develops credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends in order to assist the CEO/President, the board and other senior executives in performing their responsibilities
  • Manages banks' cash position; determines bank's cash investment strategies; monitors bank's liquidity position and cash needs
  • Develops and implements investment policy and manages investment portfolio, liquidity balancing risk, return and liquidity; initiates sales and purchases of securities
  • Develops a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs
  • Liaison to regulatory agencies and CPA firms; coordinates and responds to external audits and regulatory exams
  • Responsible for the ALCO committee and the ALCO function
  • Manages the Internal Audit Program

Secondary Functions

  • Enhances, develops and implements policies and procedures for the organization by way of systems that will improve the overall operation and effectiveness of the corporation
  • Provides technical financial advice and knowledge to others within the financial discipline
  • Optimizes the handling of bank and deposit relationships and initiates appropriate strategies to enhance capital position
  • Acts as an adviser form the financial perspective on any contracts into which the organization may enter
  • Perform payroll calculations in support of HR for payroll processing

Core Competencies

  • Regulatory knowledge
  • Bank knowledge
  • Customer orientation
  • Analytical thinking and problem solving
  • Flexibility
  • Orientation to sales and promotions
  • Initiative
  • Teamwork
  • Interpersonal communication
  • Training

Leadership Competencies

  • Establishes focus and commitment
  • Develops others
  • Manages performance
  • Results orientation
  • Strategic thinking


  • Bachelor's degree in accounting required; MBA/Master's degree (or CPA designation) in finance and accounting preferred
  • Minimum of ten years experience in banking industry; including financial and asset/liability management experience
  • Ability to successfully complete internal training programs around, and maintain ongoing education in: Compliance, bank operations, services and products; industry regulations; and policies and procedures
  • Ability to maintain proficiency in software relevant to job responsibilities

Physical Requirements

While performing the responsibilities of this job, the employee is required to talk and hear.  The employee is often required to sit and use their hands and fingers, handle or feel.  The employee is required to stand for long periods of time, walk, reach with arms and hands, climb or balance, and to stoop, kneel, couch or crawl.  Vision abilities required by this job include vision and the ability to view the computer for long periods of time.  Employee must be able to lift a minimum of 50 pounds.

How to Apply

Send a cover letter and resume to


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