SVP, Finanace & Accounting

Key Responsibilities

• 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.
• Cook up 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.