CFO

Lever, Inc.; United States; On-site; USD 450,000 - 500,000; Full time

Job summary

Exponent Partners is seeking a CFO to guide the financial strategy of a family-owned bank holding company with two nationally chartered banks. You will own FP&A, capital planning, and growth initiatives including M&A and digital transformation.

This role reports to the CEO and requires strong regulatory compliance, audit oversight, and leadership of a high-performing finance team to deliver robust financial projections and strategic value creation.

Qualifications

• Bank CFO experience overseeing multi-entity P&Ls across a holding company and subsidiaries.
• Regulatory and audit mastery including OCC exams, filings, audits, and regulator relations.
• FP&A and data-driven transformation leadership leveraging analytics platforms.

Responsibilities

• Partner with CEO and executive team on strategic planning and capital allocation, including M&A diligence and integration.
• Lead and develop the accounting and finance team; foster a data-driven, growth-focused culture.
• Maintain regulatory compliance and manage external audits, filings, and regulator relations.
• Oversee liquidity management, interest-rate risk, investment portfolio, funding, pricing, and capital allocation.
• Drive FP&A enhancements with scenario modeling and actionable insights for growth and compliance.

Skills

Bank CFO experience

Regulatory & audit mastery

FP&A leadership

Tools

Snowflake

PowerBI

Job description

Partner with the CEO and senior leadership to steer the strategic direction of a well-capitalized, family-owned bank holding company. As CFO, you'll own the financial planning, implementation, and management for the holding company and its two nationally chartered banks. This role is a prime seat to drive growth through M&A leadership, organic expansion, digital transformation, and ensuring top-tier regulatory compliance.

Why We Like This

• Strategic breadth: Serve as a strategic thought partner to the CEO and Board while overseeing a complex commercial banking operation spanning two separately chartered banks, opportunistic M&A, and a growing fintech platform.
• Family-owned culture: Enjoy the stability and long-term perspective of a privately held bank, providing ample opportunity to focus on long-term value creation. The current CFO is retiring after 35 years with the bank (evidencing the culture of stability and long-term perspective).
• Growth and innovation focus: Lead digital transformation and FP&A enhancement in a well-capitalized, recognized commercial bank with a strong brand and opportunistic growth strategy.

Requirements

• Bank CFO Experience with Multi-Entity Oversight: Proven track record managing multiple P&Ls across a bank holding company and its separately chartered bank subsidiaries—critical for overseeing complex organizational structures.
• Regulatory & Audit Mastery: Deep regulator-facing expertise including managing OCC exams, ensuring timely and accurate regulatory filings, delivering clean financial statement audits, and maintaining strong auditor relationships.
• FP&A & Data-Driven Transformation Leadership: Change agent capable of advancing FP&A capabilities and driving data/digital transformation initiatives using platforms like Snowflake and PowerBI to support strategic decision-making.

Responsibilities

• Strategic partnership: Work hand-in-hand with the CEO and exec team on strategic planning, capital allocation, and operating model decisions, including M&A diligence and integration.
• Team leadership and development: Lead and mentor the accounting and finance team, building a collaborative, growth-focused, data-driven culture.
• Regulatory compliance: Maintain strong relationships with bank regulators and external auditors. Ensure timely completion of annual audit, tax filings, and all regulatory reporting requirements.
• Capital planning: Oversee liquidity management, interest-rate risk, investment portfolio performance, wholesale funding, deposit pricing, and capital allocation to optimize net interest margin and uphold solid capital ratios.
• FP&A and forecasting: Drive FP&A enhancements to deliver solid financial projections, scenario modeling, and actionable insights that support growth and regulatory compliance.

$450,000 - $500,000 a year

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