Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Interim FT CFO leading financial strategy for community banking at Charles River CFO, Inc. Required deep community banking experience and strong financial leadership skills.
Responsibilities
- Prepare and review financial statements and regulatory filings to ensure compliance with applicable accounting standards and regulatory requirements
- Serve as the primary liaison with internal and external auditors, regulators, and examiners; provide requested documentation and support audit and examination processes
- Oversee and maintain the integrity of the general ledger and chart of accounts to ensure accurate financial reporting and operational visibility
- Monitor organizational cash balances, liquidity, and funding requirements; support cash management and treasury activities
- Review financial transactions and reporting activity to identify variances, risks, or unusual activity and ensure appropriate resolution
- Review and approve financial reports prepared by accounting staff, ensuring accuracy, completeness, and compliance with internal and external requirements
- Oversee accounts payable and financial operations processes and collaborate with cross-functional teams on financial analysis and reserve calculations, as applicable
- Oversee secure transfer of funds and ensure proper controls and procedures are followed for financial transactions
- Participate as a key member of the leadership team, contributing to financial strategy, risk management, and organizational planning
- Lead the annual budgeting process and provide ongoing financial forecasting and performance monitoring
- Support asset and liability planning, investment oversight, and long-term financial strategy development
- Coordinate with external partners on tax preparation, compliance, and financial reporting matters
- Lead or support special financial projects, system improvements, and operational initiatives as needed
- Implement departmental and organizational financial strategies aligned with overall business objectives
- Ensure compliance with all applicable laws, regulations, and internal policies related to financial operations and reporting
- Promote strong internal controls, risk management practices, and operational integrity across the finance function
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA preferred, but not required
- A minimum of eight (8) years' related accounting/finance experience and (5) years in a CFO role
- CFO with experience in smaller banks (less than $1M total assets) experience helpful
- Must be hands on with experience and ability to perform as well as direct
- Living in the Allentown, Bethlehem, Easton Metropolitan Area/Lehigh Valley a plus
- COCC (INSIGHT) banking core / Oracle accounting module
Benefits
- Immediate start needed
- High preference for candidates near Allentown, PA that can be onsite
- Consideration for hybrid or remote situations for the right candidate
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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