Controller
Upcoresolutions, Oakland, MD, United States
Our client is seeking and currently partnering with a well-established, community-focused bank to identify a Comptroller/CFO to join their leadership team.
This organization is known for its relationship-driven approach, local decision-making, and family-first culture. It offers the kind of environment many banking professionals are looking for—collaborative, stable, and not overly corporate—where leadership is accessible and employees are valued beyond their output.
The Role
This position is responsible for overseeing all financial activities of the bank, ensuring financial stability, regulatory compliance, and strategic growth. They act as a key advisor to the CEO and board, especially on financial risk and capital management.
Key Responsibilities
1. Financial Strategy & Leadership
Develop and execute the bank's financial strategy aligned with business goals
Advise executive leadership on financial planning and growth opportunities
Support mergers, acquisitions, and investment decisions
Ensure accurate and timely financial reporting (monthly, quarterly, annual)
Oversee preparation of financial statements in line with standards like GAAP/IFRS
Ensure compliance with banking regulations (e.g., capital adequacy, liquidity rules)
Liaise with regulators, auditors, and rating agencies
Monitor financial risks including credit, market, and liquidity risk
Work closely with CRO (Chief Risk Officer) to maintain risk frameworks
Ensure proper internal controls and financial governance
4. Capital & Liquidity Management
Manage capital structure and adequacy (Basel III requirements, stress testing)
Oversee liquidity planning and funding strategies
Optimize balance sheet performance
5. Treasury & Investment Oversight
Supervise treasury operations, including cash flow and funding
Manage investment portfolios and interest rate risk
Oversee asset‑liability management (ALM)
6. Budgeting & Forecasting
Lead annual budgeting process and long‑term financial planning
Analyze financial performance and variances
Provide forecasts to guide decision‑making
Identify cost‑saving opportunities and improve operational efficiency
Monitor expense management across the bank
8. Stakeholder Communication
Present financial results to board members and investors
Maintain relationships with regulators, analysts, and shareholders
#J-18808-Ljbffr
This organization is known for its relationship-driven approach, local decision-making, and family-first culture. It offers the kind of environment many banking professionals are looking for—collaborative, stable, and not overly corporate—where leadership is accessible and employees are valued beyond their output.
The Role
This position is responsible for overseeing all financial activities of the bank, ensuring financial stability, regulatory compliance, and strategic growth. They act as a key advisor to the CEO and board, especially on financial risk and capital management.
Key Responsibilities
1. Financial Strategy & Leadership
Develop and execute the bank's financial strategy aligned with business goals
Advise executive leadership on financial planning and growth opportunities
Support mergers, acquisitions, and investment decisions
Ensure accurate and timely financial reporting (monthly, quarterly, annual)
Oversee preparation of financial statements in line with standards like GAAP/IFRS
Ensure compliance with banking regulations (e.g., capital adequacy, liquidity rules)
Liaise with regulators, auditors, and rating agencies
Monitor financial risks including credit, market, and liquidity risk
Work closely with CRO (Chief Risk Officer) to maintain risk frameworks
Ensure proper internal controls and financial governance
4. Capital & Liquidity Management
Manage capital structure and adequacy (Basel III requirements, stress testing)
Oversee liquidity planning and funding strategies
Optimize balance sheet performance
5. Treasury & Investment Oversight
Supervise treasury operations, including cash flow and funding
Manage investment portfolios and interest rate risk
Oversee asset‑liability management (ALM)
6. Budgeting & Forecasting
Lead annual budgeting process and long‑term financial planning
Analyze financial performance and variances
Provide forecasts to guide decision‑making
Identify cost‑saving opportunities and improve operational efficiency
Monitor expense management across the bank
8. Stakeholder Communication
Present financial results to board members and investors
Maintain relationships with regulators, analysts, and shareholders
#J-18808-Ljbffr