Strategic Finance & Risk Manager (Banking)

Summit State Bank; 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

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,