About:- Full-time position
- Location: Flexible between Oakland and Morgantown branches
The Role:We are currently partnering with a well-established, community-focused bank to identify a Comptroller/CFO to join their leadership team.
The RoleThis 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 Responsibilities1. 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
2. Financial Reporting & Compliance- 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
3. Risk Management- 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
7. Cost Control & Efficiency- 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
Qualifications- Bachelor's degree in Accounting, Finance, or related field
- 5-8+ years of accounting/finance experience (banking strongly preferred)
- 5+ years of Financial Crimes Compliance (FCC), AML, or BSA experience
- Strong knowledge of GAAP, regulatory reporting, and internal controls
- Proven Leadership, Communication and Investor Relations Management skills
