Chief Financial Officer

Bank Five Nine • Oconomowoc, WI

17d

About The Position

At Bank Five Nine, we’re dedicated to making lives better - for our customers, our communities, and our employees. Founded in 1859 and recognized as a Top Workplace for 17 consecutive years, we are a financially strong, mission-driven community bank with approximately $3 billion in assets and a proud history of serving Wisconsin.

We’re seeking a Chief Financial Officer who can balance big-picture financial strategy with hands-on execution and steady executive leadership. Reporting to the President & CEO, the CFO will serve as a trusted advisor to the Board of Directors and Executive Leadership Team while leading financial strategy, balance sheet management, capital planning, regulatory reporting, risk management, and long-term financial performance.

This role offers broad executive scope beyond traditional finance, including oversight of Five Nine Wealth Management and Property Management. The ideal candidate will bring deep technical financial expertise, sound judgment, executive presence, and a leadership style that is collaborative, humble, direct, and relationship-driven.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• Minimum of 10 years of progressive financial leadership experience in banking or a closely related regulated financial services environment.
• Significant experience with ALM, liquidity management, investment portfolio oversight, capital planning, balance sheet strategy, budgeting, forecasting, and regulatory reporting.
• Strong knowledge of GAAP, banking regulations, community bank financial operations, internal controls, audits, tax filings, and regulatory examinations.
• Prior executive or senior leadership experience, including regular interaction with executive teams and Boards of Directors.
• Ability to translate complex financial information into clear, actionable executive- and Board-level insights.
• Proven leadership skills, high ethical standards, sound judgment, and the ability to balance strategic perspective with hands-on execution.

Nice To Haves

• CPA designation.
• Graduate banking education or equivalent advanced financial leadership development.
• Experience in a community bank of similar size, complexity, or growth orientation.
• Experience overseeing or partnering closely with wealth management, trust, investment advisory, or fee-based financial services businesses.
• Experience with property, facilities, insurance, or enterprise-level capital investment decisions.
• Strong community banking network, civic involvement, or demonstrated commitment to community engagement.

Responsibilities

• Serve as a strategic financial advisor to the President & CEO, Executive Leadership Team, and Board of Directors.
• Lead financial strategy, capital planning, budgeting, forecasting, and long-term financial planning.
• Oversee balance sheet strategy, asset/liability management, liquidity, funding, interest rate risk, and net interest margin optimization.
• Ensure accurate, timely, and compliant financial reporting, including GAAP reporting, regulatory filings, audits, tax filings, and examinations.
• Prepare and present clear, actionable financial insights, trends, risks, and opportunities to executive leadership and the Board.
• Evaluate the financial impact of strategic initiatives, new products, technology investments, growth opportunities, and operational efficiency initiatives.
• Provide executive leadership and oversight for key enterprise areas, including Wealth Management and Property Management.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive