Chief Financial Officer

The Chief Financial Officer (“CFO”) is responsible for administration and financial duties for the organization, including developing strategic plans based on the organization’s goals that will promote growth and customer satisfaction, through collaboration with the senior leadership team. In addition to administrative and financial duties, the CFO shall also have oversite of payroll staff, HRIS/accounting systems and activities within the organization.

Major

Duties:

· Oversees, directs, and organizes the accounting, risk, budget preparation, financial controls and audit functions. · Enables cross-collaboration across divisions and business units to create tools and processes that support reporting, analysis and forecasting. · Ensures staff members receive timely and appropriate training and development. · Establishes and monitors staff performance and development goals, assigns accountabilities, sets objectives, establishes priorities, conducts annual performance appraisals and administers salary adjustments. · Serves as the primary liaison with both external and internal auditors as well as regulators and examiners. · Works with other leaders to monitor financial activities and provide financial guidance as needed. · Preparation of all financial statements and regulatory reports, including income statements, balance sheets, shareholder reports, tax returns, bank call reports, Federal Reserve reports and other governmental or regulatory agency reports. · Compares projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets. · Monitors and manages cash balances and cash forecasts. · Manages and invests excess funds and oversee the organization’s investment portfolio. · Participates as part of the Executive Team, works with the CEO, Board and other Executives to coordinate planning and establish priorities for the strategic planning process. · Complies with regulations and policies of the organization. · Understands and mitigates key elements of the organization’s risk profile. · Ensures that the organization complies with legal and regulatory requirements. · Represents the organization at community, business networking and trade association functions. · Approves and oversees projects. · Coordinates administrative, financial or legal matters with appropriate outside professional staff or legal counsel, as appropriate. · Communicates relevant issues in timely manner to CEO, COO or other appropriate staff. · Performs other duties as assigned.