FINANCE AND RISK MANAGER

Golden Route Operations, LLC; Santa Rosa (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Employer-paid health/dental/vision

FSA with employer matching

HSA contributions

401(k) with employer matching

Tuition reimbursement

Wellness resources & mentorship

Paid volunteer time off

3 weeks paid vacation

Job summary

Summit State Bank is seeking a full-time Finance and Risk Manager to join our main admin office in Santa Rosa, CA. This in-office role oversees finance functions and financial risk activities, supporting budgeting, treasury, and ALM under the CFO.

The position requires strong analytical skills, advanced Excel, and at least 5 years in accounting/finance, with banking experience preferred. The role emphasizes collaboration across the bank and producing timely, accurate reports for management,

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field; equivalent combination considered.
• Master’s/MBA preferred for advanced education.
• Strong analytical skills and ability to support financial reporting, budgeting and forecasting.
• Excellent Excel skills and ability to model financial information.
• Five years in accounting/financial analysis; banking experience preferred; regulatory reporting experience is a plus.

Responsibilities

• Oversee day-to-day finance functions and financial risk activities under CFO direction.
• Provide financial analysis and recommendations; support budgeting, treasury, and asset/liability management.
• Prepare information for executive management, board committees, investors, auditors and examiners.

Skills

Financial analysis

Excel skills

Communication skills

Problem solving

Team management

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Master's Degree / MBA

Job description

• Location 500 Bicentennial Way,Santa Rosa, CA, 95403,United States
• Employee Type Exempt - FT

Summit State Bank is an award-winning Community Bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us; we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply.

We are looking for a full-time Finance and Risk Manager to join Summit State Bank team at our main administrative office. This in-office position is responsible for managing key day-to-day finance and financial risk activities of the Bank under the direction of the Chief Financial Officer. The position oversees assigned finance functions; provides financial analysis and recommendations to management; supports budgeting, strategic planning, treasury and asset/liability management; and contributes to the Bank’s financial stability and growth. The Finance and Risk Manager prepares information used in communications with executive management, Board committees, investors, auditors and examiners, as applicable. This position must collaborate effectively across the Bank while producing timely and accurate reports and is also responsible for other ongoing projects and tasks, as assigned.

EDUCATION/EXPERIENCE:

• Bachelor’s Degree in Finance, Accounting, Economics, Business Administration or a related field; an equivalent combination of education and directly relevant experience may be considered.
• Master’s Degree, MBA or other relevant advanced education preferred.
• Technical and analytical expertise to support financial reporting, modeling and analysis; advanced Microsoft Excel skills required.
• Strong analytical and problem-solving skills coupled with thoroughness and attention to detail.
• Strong written and verbal communication skills.
• Internal customer service oriented.
• Requires a minimum of 5 years of progressively responsible experience in accounting, financial analysis, treasury or financial management, including at least 3 years of experience in banking or another regulated financial institution. Experience with bank financial reporting, budgeting/forecasting, asset/liability management, liquidity and capital analysis is strongly preferred.

COMPETENCIES:

• Must be adept at problem-solving with the ability to identify issues, evaluate financial and operational impacts, and resolve problems in a timely manner.
• Must possess strong interpersonal skills.
• Must communicate clearly and professionally, both verbally and in writing, with employees, management, auditors, examiners and committee participants, including in presentations and meetings.
• Must be able to interpret complex financial information, develop and present meaningful financial analysis, and translate data into clear recommendations for management.
• Must be able to prioritize and plan work activities as to use time efficiently.
• Must be organized, accurate, thorough, and able to monitor work for quality.
• Must be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback.
• Prior people-management experience required; demonstrated ability to coach, develop and hold staff accountable.

Summit State Bank offers a highly competitive benefits package designed to support our employees' health, financial well-being, and professional growth.

• We proudly provide 100% employer-paid medical, dental, and vision coverage for employees, along with employer contributions toward a portion of dependent coverage premiums.
• Flexible Spending Accounts (FSA) - with employer matching contributions of up to $2,500 annually for Dependent Care FSA accounts - as well as employer-paid Life, AD&D, and Long-Term Disability coverage.
• Employees receive employer HSA contributions of up to $4,000 annually if enrolled in a HDHP and have access to a 401(k) plan with employer matching contributions.
• We are committed to investing in our employees' success through tuition reimbursement, wellness resources, internal mentorship programs, and paid volunteer time off.
• In addition, all full-time employees receive a minimum of three weeks of paid vacation annually, supporting a healthy work-life balance.

Summit State Bank is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.