CFO

Atrium; New York (NY); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Paid time off

401(k) retirement plan

Job summary

Atrium is seeking a senior finance executive to serve as Chief Financial Officer for a client bank based in New York, NY. The CFO will lead financial strategy, governance, and regulatory reporting while partnering with the CEO and Board to guide transformation and growth.

The role requires a deep GAAP knowledge for banking, CECL, and capital management, with extensive experience in OCC-related filings and audits. Strong leadership and communication with regulators are essential.

Qualifications

• 10+ years of progressive finance experience in U.S. banking, including 5+ years in a CFO, Deputy CFO, or Controller role at an OCC-regulated bank.
• Direct experience with OCC regulatory examinations and filings (Call Reports, capital calculations).
• Deep knowledge of U.S. GAAP as applied to banking, including CECL and investment accounting.
• Proven ability to prepare financial materials for Boards and manage external audits.
• Strong communication skills for interaction with regulators, auditors, and executive leadership.

Responsibilities

• Oversee all financial reporting under U.S. GAAP for the CEO, Board, and parent company.
• Lead preparation and filing of regulatory reports (Call Reports, FR Y-9, OCC/FDIC/Federal Reserve filings).
• Manage external audit relationships and coordinate regulatory exam preparation.
• Own budgeting, forecasting, and variance analysis; present results to senior leadership and Board.
• Compute and monitor regulatory capital ratios; ensure compliance with OCC minimums and internal targets.
• Prepare and present financial materials for Board committees and regulatory audiences.
• Maintain and strengthen internal controls over financial reporting and oversee finance operations.
• Coordinate integration with head office on accounting, managerial reporting, and system projects.

Skills

CFO experience

Regulatory reporting

GAAP banking

OCC regulatory filings

Board presentation

Communication with regulators

CPA preferred

Education

Bachelor's degree in Accounting/Finance

CPA designation strongly preferred

MBA or Master’s in Finance desirable

Continuing education in regulatory compliance

Job description

Atrium is seeking on behalf of our client a Chief Financial Officer (CFO) based in New York, NY.

A background check may be run only after a conditional offer is made, where permitted by law.

Location: New York, NY

Employment Type: Full-time

Position Overview

The Chief Financial Officer will serve as the senior finance executive for a client of ours that is a Bank. This role will be responsible for financial management, reporting, and governance. This role partners closely with the CEO and Board to shape strategy, oversee regulatory compliance, and support infrastructure development during a transformational growth phase. The CFO will operate within a global financial institution framework while maintaining hands-on leadership in a lean environment. Must be legally authorized to work in the United States.

Responsibilities

• Oversee all financial reporting under U.S. GAAP, including monthly, quarterly, and annual packages for the CEO, Board, and parent company
• Lead preparation and filing of regulatory reports (Call Reports, FR Y-9, OCC/FDIC/Federal Reserve filings)
• Manage external audit relationships and coordinate regulatory exam preparation
• Own budgeting, forecasting, and variance analysis; present results to senior leadership and Board
• Compute and monitor regulatory capital ratios; ensure compliance with OCC minimums and internal targets
• Prepare and present financial materials for Board committees and regulatory audiences
• Maintain and strengthen internal controls over financial reporting and oversee finance operations
• Coordinate integration with head office on accounting, managerial reporting, and system projects

Required Experience/Skills

• 10+ years of progressive finance experience in U.S. banking, including 5+ years in a CFO, Deputy CFO, or Controller role at an OCC-regulated bank
• Direct experience with OCC regulatory examinations and filings (Call Reports, capital calculations)
• Deep knowledge of U.S. GAAP as applied to banking, including CECL and investment accounting
• Proven ability to prepare financial materials for Boards and manage external audits
• Strong communication skills for interaction with regulators, auditors, and executive leadership
• CPA preferred

Preferred Experience/Skills

• Experience at a foreign-owned U.S. bank subsidiary or post-acquisition environment
• Familiarity with CRE lending portfolios and growth-phase banking institutions
• Portuguese or Spanish language skills a plus
• Background in system integration and managerial reporting within a global finance structure

Education Requirements

• Bachelor’s degree in Accounting, Finance, or related field required
• CPA designation strongly preferred
• Advanced degree (MBA or Master’s in Finance) desirable
• Continuing education in regulatory compliance and banking finance best practices

If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable.

Commitment to Diversity

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO

NOTE: NEW YORK REQUIRES PAY TRANSPARENCY. COMPENSATION INFORMATION WAS NOT PROVIDED AND MUST BE INCLUDED TO COMPLY WITH STATE LAW.