About The Position

As a key member of Business Finance, this role serves as a strategic partner, providing financial support to the Commercial Bank. The position will oversee business line finance responsibilities, which include working to set financial strategies and overall direction to support leadership's strategic priorities, acting as a member of the division's leadership team, providing an independent view of financial matters, and utilizing financial and business metrics to help business leaders drive performance and realize targeted outcomes.

Requirements

  • Bachelor's Degree in Finance, Accounting or related degree
  • Master's Degree in Finance, Accounting or Business Administration
  • 12 - 15 years of Accounting, Finance or related work experience
  • 8 - 12 years of experience leading a business line/P&L
  • 8 - 12 years of financial planning and analysis, accounting, strategic planning with financial services industry

Nice To Haves

  • CFA certification
  • CPA certification

Responsibilities

  • Experience acting as a Line of Business CFO supporting Commercial
  • In depth knowledge of the banking industry
  • Create a business review clearly stating the priorities, success measures and projected financial outcomes of the business line
  • Play a lead role with the creation of the annual budget and subsequent forecasts, including data gathering and preparation of exhibits for senior leadership, including identification of potential financial risks and opportunities
  • Analyze and/or create where necessary, production and budget metrics impacting the income statement and balance sheet
  • Work with the Commercial Bank to explain variances to budget/forecast and clarification of profitability reporting
  • Ability to work with and influence leadership across all levels
  • Prepare financial statements, analyze performance and provide insights and explanations, enabling business leaders to make more informed decisions
  • Provide financial expertise and guidance on key decisions and initiatives
  • Provide targeted financial expertise to help improve financial performance
  • Provide guidance for quarterly earnings, analyst calls and Board of Directors meetings
  • Establish strong KPIs and metrics to track overall business performance
  • Maintain documentation of all processes within the Business Finance team, including the creation of process documentation that may not currently exist
  • Support the development and documentation for line of business strategic plan
  • Perform ad-hoc analysis, as necessary
  • Ability to manage, develop and supervise other individuals as part of a team
  • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
  • Work as part of a team
  • Work with on-site equipment
  • Complete other duties and special projects as requested by management

Benefits

  • Competitive compensation
  • Professional development opportunities
  • Regularly celebrating wins
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service