SVP, Finanace & Accounting

Phaxis; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Phaxis is seeking a Senior Vice President, Finance & Accounting to lead its Finance and Accounting organization. This role involves being a strategic partner to senior leadership, providing financial guidance to support growth and sustainability.

The ideal candidate will have extensive experience in executive leadership within banking or financial services, with a strong background in corporate finance and accounting. You will oversee budgeting, financial forecasting, and ensure compliance with financial regulations.

Qualifications

• Extensive executive leadership experience within banking or financial services.
• Strong background in accounting, corporate finance, budgeting, and reporting.
• Proven success partnering with executive leadership and boards of directors.

Responsibilities

• Lead Finance and Accounting organization, providing strategic financial direction.
• Oversee all accounting operations to ensure accuracy and integrity of records.
• Develop financial forecasts and performance metrics to support business decisions.
• Evaluate financial processes to identify opportunities for efficiency improvements.
• Mentor and develop a high-performing Finance and Accounting team.

Skills

Executive leadership

Financial planning

Accounting oversight

Regulatory knowledge

Team development

Treasury management

Analytical skills

Strategic planning

Education

Advanced degree in finance or related field

Job description

Senior Vice President, Finance & Accounting Position Overview

We are seeking an accomplished financial executive to lead our Finance and Accounting organization. This executive will serve as a strategic business partner to senior leadership, providing financial direction that supports organizational growth, operational excellence, and long-term sustainability.

The ideal candidate combines executive leadership, financial planning expertise, accounting oversight, treasury management, regulatory knowledge, and team development. This role is responsible for safeguarding the organization’s financial integrity while driving strategic initiatives that improve profitability, efficiency, and member service.

Key Responsibilities Executive Leadership & Strategy

• Serve as a key member of the executive leadership team, providing financial insight that supports strategic decision-making.
• Advise executive management and the Board on financial implications of business initiatives, regulatory developments, and organizational priorities.
• Participate in strategic planning and organizational goal setting.
• Build collaborative relationships across business units to align financial strategies with operational objectives.
• Represent the organization during meetings with regulators, external auditors, financial institutions, vendors, and other external stakeholders.
• Present financial performance, trends, forecasts, and recommendations to executive leadership and governance committees.

Financial Planning & Analysis

• Lead the annual budgeting process and long-range financial planning initiatives.
• Develop financial forecasts, performance metrics, and reporting tools that support informed business decisions.
• Evaluate organizational performance against budgets, forecasts, and strategic objectives.
• Recommend initiatives to improve earnings, optimize expenses, and support sustainable growth.
• Analyze product, service, and departmental profitability to identify opportunities for improvement.
• Monitor financial results and recommend corrective actions when necessary.

Accounting & Financial Reporting

• Oversee all accounting operations to ensure the accuracy, completeness, and integrity of financial records.
• Ensure timely preparation of monthly, quarterly, and annual financial statements.
• Maintain strong internal controls and accounting procedures in accordance with applicable accounting standards and regulatory requirements.
• Direct general ledger management, account reconciliations, financial close processes, and reporting activities.
• Ensure accurate record retention and documentation supporting financial operations.
• Review accounting policies and implement process improvements that enhance efficiency and strengthen internal controls.

Treasury, Investments & Balance Sheet Management

• Oversee liquidity management and investment activities to support organizational objectives.
• Monitor the investment portfolio and provide recommendations regarding investment strategies.
• Review asset and liability management reports and recommend strategies to manage interest rate and liquidity risk.
• Evaluate financial performance using key banking metrics, including margin, yield, and balance sheet trends.
• Maintain relationships with banking partners, investment firms, and other financial institutions.

Compliance, Audit & Risk

• Ensure compliance with applicable accounting standards, regulatory requirements, and internal policies.
• Coordinate internal and external audits as well as regulatory examinations.
• Partner with auditors and regulatory agencies by providing requested financial information and supporting documentation.
• Monitor changes in accounting guidance and financial regulations and implement necessary policy updates.
• Promote a strong culture of financial governance, accountability, and risk management.

Leadership & Team Development

• Lead, mentor, and develop a high-performing Finance and Accounting team.
• Establish departmental goals and performance expectations aligned with organizational priorities.
• Oversee hiring, coaching, succession planning, and employee development.
• Foster collaboration, accountability, and continuous process improvement throughout the department.
• Promote exceptional service to both internal stakeholders and external members.

Operational Excellence

• Evaluate financial processes and identify opportunities to improve efficiency, automation, and reporting capabilities.
• Develop and maintain financial policies, procedures, and documentation.
• Lead cross-functional initiatives requiring financial analysis and executive support.
• Prepare financial analyses and reports for special projects and executive requests.
• Participate in community engagement and professional organizations as an ambassador for the institution.

Preferred Qualifications

• Extensive executive leadership experience within banking, financial services, or a regulated financial institution.
• Strong background in accounting, corporate finance, budgeting, forecasting, and financial reporting.
• Experience with treasury management, investments, and asset/liability management.
• Demonstrated success partnering with executive leadership and Boards of Directors.
• Experience managing regulatory examinations and external audits.
• Proven ability to build and lead high-performing finance organizations.
• Excellent communication, analytical, and strategic planning skills.