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Chief Financial Officer

Al Ki Consultants (al - KAI) · California, United States

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Chief Financial Officer – Community BankA well-established, locally owned community bank is seeking its next Chief Financial Officer as part of a planned executive succession. This is an opportunity to join a healthy, approximately $600MM institution with an experienced leadership team, strong Controller already in place, and a retiring CFO who will provide a thoughtful transition.The CFO will serve as a key member of the executive leadership team with responsibility for financial strategy, accounting and regulatory reporting, budgeting and forecasting, ALM, liquidity, interest-rate risk, investment portfolio strategy, and overall balance-sheet management. The position currently has five direct reports and approximately 15–20 employees across the broader areas under its oversight.A particularly important component of the role will be helping manage and optimize the bank’s $200MM+ securities and liquidity portfolio.Ideal BackgroundSignificant financial management experience within a bank or community financial institutionController, Treasurer, CFO, or senior bank finance leadership experienceStrong understanding of ALCO/ALM, liquidity, investments and balance-sheet managementFinancial and regulatory reporting experienceExperience working with executive leadership, Boards, auditors and regulatorsCPA strongly preferredHands-on, collaborative leadership style suited to a community banking environmentThis is a full-time, onsite executive position in Northern California. Relocation assistance may be available for the right candidate.This is a planned succession—not a turnaround—and offers the incoming CFO the opportunity to inherit a strong team while having meaningful influence over the bank's financial strategy and continued growth.