Chief Financial Officer

3 weeks ago

Wisconsin Rapids, United States Prevail Bank Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Health insurance
  • Paid time off

Position Summary:
The Chief Financial Officer is responsible for all phases of financial planning, budgeting, investment management, and asset liability management for the bank. Responsibilities include budgeting, financial improvement, and accounting. The CFO will make recommendations to bank management on changes to balance sheet and maximize margin.

As a member of various committees within the bank, this position is responsible to make recommendations to such items as asset/liability pricing and mix, actions to achieve plan, and the like.

This position is part of Prevail Banks executive management team. In that role this position will be part of the team that helps determine the banks long-term direction, policies and procedures, and addresses other strategic issues.

Duties and Responsibilities
  • Responsible for developing the annual budget and the plan to actual comparisons. Will develop tactics to help assure the bank meets its financial targets.
  • Responsible to have a reporting, review and analysis process in place to understand variances to plan, and will devise steps to get the bank back on plan for those categories that are deficient.
  • Will complete ad-hoc analysis as requested by management. This may include branch profitability, departmental profitability, or product profitability.
  • Responsible for management of the banks accounting functions. This will include all reporting such as board reporting, call report and the like.
  • Responsible for the integrity and accuracy of general ledger. Will maintain the chart of accounts and make modifications as appropriate.
  • Responsible to develop the asset/liability reports used by the asset/liability committee. As a member of the asset/liability committee, this position will make recommendations as to mix, pricing, gap and other asset/liability ratios and their impact on the bank.
  • Responsible for developing procedures for expenditure requests and adherence to those procedures.
  • Make recommendations for improved efficiencies and cost savings throughout the bank.
  • Serve as a management participant in board audit committee
  • Fulfill compliance requirements as directed by the bank, including those of the Bank Secrecy Act.
  • Participate in special projects or assignments as necessary.
  • Perform other duties as required to fulfill the responsibilities of the position.
  • Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies.
  • Comply with bank standards for attendance and hours of work.
Qualifications
Education/Experience:
Four-year degree in finance or related field; or equivalent combination of education and experience.

Must have CPA or equivalent education.

Four to six years experience working in finance, planning, or accounting in a bank, accounting firm, or related business.

Skills and Abilities:
Adaptability:
  • Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.
Attention to Detail:

  • Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.
Change Management:

  • Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.
Customer Orientation:

  • Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Oral/Written Communication:

  • The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.
Professionalism:

  • Project a positive image of the bank to all internal and external customers.
Time Management:

  • Aility to effectively manage ones time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.
Team Player:

  • Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank.
Working Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel:
Valid drivers license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.

Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management.

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