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Title Chief Financial Officer
Categories Accounting/Finance
Salary 160K-170K
Location Ohio
Job Information

Department:              Executive

Reports To:                President/CEO

Supervises:                 Accounting


Direct financial and accounting activities of the financial institution

 ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Coordinate the preparation of financial statements including IOQ and IOK, annual report and audited financial statements

Maintain bank Investments financial records

Oversees the Federal Reserve reporting which includes: call report; Y8; Y9; weekly reports and various other reports

Oversee the asset and liability software model monthly and prepare Board Reports and ALCO reports including financial reports, cash management and forecasting reports

Coordinate the provision of information to external auditors and internal auditors for the annual audit and exams

Responsible for coordinating with external tax accountants for income tax preparation and auditors who prepare internal audits

Negotiating lines of credit and vendor agreements, as well as reviewing all financial contracts, financing agreements and insurance policies

Oversees accounts payable function, including reviewing and approving all invoices to be paid

Maintain a system of controls over the company’s accounting and financial procedures and ensure that they are in compliance with generally accepted accounting principles

Oversee all accounting and finance functions

Prepare budget

Handle regulatory exams in finance and accounting areas

Ensure compliance with local, state, and federal government reporting requirements and tax filings

Establish policies and procedures for finance and accounting areas



Directly supervises employee(s) in the Accounting Department and carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.



Master’s degree (M.A.) from four-year college or university; or five to ten years related experience and/or training in banking finance, accounting, bank operations and technology; or equivalent combination of education and experience.



In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.



In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.





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Title Chief Financial Officer
Categories Accounting/Finance
Salary 200K-225K
Location Houston, TX
Job Information

Job Description

Based in Houston, TX and reporting to the Chief Executive Officer, the Chief Financial Officer (CFO) will serve as a key member of the executive leadership team and will have responsibility and oversight for our de novo bank’s  financial activities. Managing a team of Officers and employees, the CFO will be responsible for all aspects of finance, accounting, vendor management, reporting, analysis, planning, treasury and tax.
The CFO will ensure that the organization has superior accounting and financial practices, including controls and disclosures, as well as appropriate risk measures to ensure the safety and soundness of the Bank. S/he will be expected to provide strong and assertive leadership of the finance organization, shaping a strategic direction for the group and building an outstanding team. The CFO will work to assure long run financial stability and to optimize profitability.
In addition to providing financial direction and governance, the CFO will build and leverage business relationships with the appropriate levels of management, communicating important issues, opportunities and problems that may impact the Corporation and providing leadership to the Corporation broadly. Executives are expected to have a strong work ethic, a “hands-on” management style, attention to detail (“know your stuff”) and to model the Bank’s core values. In addition to the CEO, the CFO will work closely with all of the members of the Executive Management Committee.  The CFO role will have extensive interactions with the Board of Directors.
  • Ensure strong financial infrastructure in terms of financial controls, systems, processes, and human capital.
  • Organize and execute the company’s annual financial planning process, and develop and maintain processes for monitoring key profitability and operational performance standards via appropriate benchmarks and performance metrics.
  • Ensure that the finance function adds value to each line of business, helping to forecast and plan effectively and anticipating challenges, which may impact profitability.
  • Develop and drive necessary accounting policies, procedures and strong internal control.
  • Provide oversight for the reporting of internal and external financial results and analyses.
  • Proactively develop and maintain relationships internally and externally. Work closely and effectively with the senior management team and Board of Directors to drive shareholder value.
  • Effectively liaise with industry, governmental and regulatory organizations as well as with rating agencies, analysts and banks. Ensure financial and risk measures are consistent with regulatory guidance and expectations.
  • Lead, manage, and mentor the finance team. Evaluate current talent within the finance organization and work to enhance/build capabilities.


Specific qualifications include:
  • 20+ years experience within a multi-faceted and sophisticated financial services organization. Particular preference for direct experience with retail and commercial banking. The more exposure to other fee generating services, the better.  Previous de novo experience a plus but not a requirement.
  • Strong technical and accounting skills with thorough knowledge of financial accounting practices, procedures, and controls. Experience with CECL, hedge accounting and purchase accounting.
  • Highly proficient in financial analysis tools (Bloomberg, Excel, etc)
  • Experience with or knowledge of Interest Rate Risk (IRR) management and Capital Planning / Stress Analysis.
  • Experience or knowledge of bank investment portfolio management and hedging activities
  • High-energy business partner with the ability to work and navigate across organizational boundaries and develop relationships at all levels of the organization including internal and external constituencies (i.e. rating agencies, regulators, outside auditors, investors, etc.).
  • Strong financial modeling skills with the ability to create interactive worksheets to run various “what if” scenarios.
  • Knowledge of and hands on experience with bank regulations and public company reporting requirements
  • A successful executive who is able to instill excellent business practices and focus on continuous improvement.
  • Demonstrated ability to think “outside of the box” to find solutions that drive efficient operations.
  • Proven leader and manager with outstanding operational and people management skills. Ability to attract, select and motivate talented and diverse staff.
  • Effective communication and interpersonal skills — ability to listen, understand complex issues and clearly articulate both “big picture” and critical details. Advanced presentation/interactive skills essential.
  • Ability to anticipate and then adjust to changes on short notice.
  • Excellent analytical and organizational skills.
  • Cultural fit with the team and Bank is critical. Must have a strong track record as a servant leader — responsive, polite, genuine, transparent, instinctively friendly, service oriented and a team player — yet able to hold the line and protect the bank
  • An undergraduate degree is required. A CPA is preferred but not required.  A post graduate degree in finance/accounting/economics will be advantageous.
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Title Director of SEC Reporting
Categories Accounting/Finance
Location Nevada – Remote
Job Information



The position of SEC Reporting Director is responsible for documenting the SOX control environment and the coordination and preparation of information included in earnings releases, annual report, Form 10-K, Form 10-Q, S-1 and other SEC filings. Providing support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation and lead the preparation/filing of all SEC filings, manage ongoing SOX related activities and support special projects as needed.


  1.   Upholds, at all times, the Bank’s Core Values of: Integrity, Respect, Positive Attitude, Empowerment, Accountability, and Excellence.
  2.   Delivers on the Bank’s tagline of “Your Best Banking Experience – Ever!” by reinforcing the application of superior customer service through own example along with appropriate follow through with involved customers and employees.
  3.   Prepare and document the SOX control environment to be compliant with PCAOB standards.
  4.   Lead the preparation of financial statements, MD&A, and disclosures to meet the company’s quarterly and annual SEC reporting requirements, as well as, to meet the company’s statutory reporting requirements
  5.   Responsible for reporting and managing all equity-based transactions.
  6.   Responsible for reporting equity compensation.
  7.   Work with various personnel and departments to collect information and input into the above referenced reports; coordinate, review and collect comments on the various drafts; prepare support files; challenge the appropriateness of disclosures; complete all relevant disclosure checklists and reporting questionnaires.
  8.   Assist in the drafting of new footnote requirements.
  9.   Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, US GAAP, PCAOB, or other regulations.
  10.   Assist with establishment, documentation, and maintenance of company accounting policies.
  11.   Draft MD&A ensuring explanations provided accurately explain the reason for changes in the business and are in the appropriate order of magnitude.
  12.   Technical research on accounting issues and new accounting standards impacting the SEC reporting process.
  13.   Provide support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation.
  14.   Process improvement efforts related to accounting and financial reporting.
  15.   Assist with the annual goodwill impairment analysis.
  16.   Draft of accounting policies and assistance with acquisitions and divestitures.
  17.   Other duties as assigned.



The position Director of SEC Reporting will be responsible for the supervision of employee(s).


This position requires the ability to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.


  •   License/Certification/Education: Requires a bachelor’s degree in Accounting or Finance w/8+ years of relevant experience and/or training; or the equivalent combination of education and experience.  Work related experience should consist of a financial institution accounting or financial background.
  •   Certified Public Accountant
  •   Minimum of 8-10 years of relevant work experience, including Big 4 public accounting experience and SEC reporting experience with a large publicly traded company.
  •   Strong technical knowledge of U.S. GAAP and SEC accounting and reporting requirements
  •   Excellent communication skills, both written and verbal
  •   Demonstrated knowledge and experience researching and documenting disclosure guidance and the accounting treatment of issues
  •   Ability to effectively facilitate and present in group meetings
  •   Strong analytical, problem-solving, and strategic-thinking skills with a forward-looking focus
  •   Teamwork is essential to the group, so it is critical that the candidate interact with other team members and managers collaboratively and effectively
  •   Excellent time management, organizational, and project management skills with experience in working toward tight deadlines
  •   Experience with SOX 404 and internal control over financial reporting
  •   Advanced proficiency with Workiva (formerly Webfilings) and XBRL
  •   Demonstrated professional commitment, initiative, accountability, and ownership of assignments
  •   Driven to add value and continuously seek opportunities for improvement both individually and as a team
  •   Comfortable working in a fast-paced environment and adept at handling change.
  •   Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
  •   Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
  •   Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
  •   Ability to work with minimal supervision while performing duties.
  •   Must be able to sit for long periods of time, operate a computer, and telephone.
  •   This position requires writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.
  •   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.







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Title Controller
Categories Accounting/Finance
Salary 100K
Location Austin, TX
Job Information


Job Description

 Reports to: VP of Accounting & Finance


Analyze financial status by collecting, monitoring and studying data, recommending actions. To perform various financial and budget analyses in the areas of profit planning, capital expenditures and cash flow. Prepare accounting reports and regulatory filings.

Essential Job Functions:

  • Prepare, verify, and ensure accuracy of the following reports but not limited to:
    • Quarterly Call Report
    • Branch profitability reports
    • Monthly financial reports
    • Various board reports
  • Write procedures, maintain spreadsheet templates, gather all required report data for quarterly Call Reports from various departments and create reports in accounting system.
  • Reconciles transactions by comparing and correcting data.
  • Recommends actions by analyzing and interpreting data and making comparative analysis.
  • Planning, directing and coordinating all accounting operational functions
  • Assists with the gathering of reports for external auditors.
  • Assessing current accounting operations, offering recommendations for improvement and implementing new processes
  • Evaluating accounting and internal control systems
  • Evaluating the effectiveness of accounting software and supporting database, as needed
  • Developing and monitoring business performance metrics


The competency of the individual in the Controller position will be evaluated on an on-going basis by the VP of Finance & Accounting.  Competency will also be measured by the results of the examinations of the FDIC, Texas Department of Banking, the bank’s accounting firm, and the bank’s internal auditing firm.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Requirements:

Bachelor’s Degree in accounting or finance and 3 years financial reporting and analysis experience.

Must possess the ability to handle and execute multiple tasks simultaneously and exercise good judgment and maintain confidentiality. Must possess exceptional analytical skills and advanced Microsoft Office and accounting and finance system skills. Ability to interact favorably, promote and maintain a positive image of the bank with staff.

Language and Communication Ability:

The individual must have the ability to read, analyze, and interpret technical and financial reports, laws and regulations, and legal documents.  The individual must have the ability to respond and communicate effectively to common inquiries or complaints from customers, regulatory agencies, shareholders, Board of Directors, members of the community or others. The individual must also have the ability to prepare and deliver either in writing or speech to the above-mentioned entities proposals, audit responses, reports or other information.

Reasoning Ability:

The individual must have the ability to define problems, collect data, establish facts, and draw valid conclusions. The individual must have the ability to interpret an extensive variety of technical instructions and deal with abstract and concrete variables.

Computer Skills:

To perform this job successfully, an individual should have knowledge of word processing and spreadsheet software.

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