Job Description

SVP, CHIEF ACCOUNTING OFFICER (CAO)

Overview

The CAO is a key member of the Bank’s senior leadership team, responsible for directing all accounting, financial reporting, FP&A, and regulatory compliance functions while partnering closely with the EVP & COO and the existing finance team.

The CAO will play a pivotal role in ensuring financial accuracy, driving process improvements, and providing the data, analysis, and insight needed to support strategic decision-making. This leader will be integral to the Bank’s budgeting, forecasting, and planning processes, and will excel at operating within complex and evolving business structures, including holding company environments, multi-entity organizations, and strategic corporate initiatives. The ideal candidate is highly data-driven, technologically fluent, and adept at translating complex financial data into clear, actionable strategies.

Key Responsibilities

• Direct preparation of monthly, quarterly, and annual financial statements in compliance with GAAP and regulatory requirements
• Oversee regulatory reporting (Call Reports, tax filings, state submissions) to ensure accuracy and timeliness
• Lead budgeting, forecasting, and scenario modeling processes, leveraging financial planning tools to improve accuracy and efficiency
• Partner on funding strategies, liquidity management, and capital optimization
• Oversee compliance-related financial functions and support regulatory examinations
• Utilize business intelligence tools (Power BI, Tableau, or similar) to enhance reporting and decision-making
• Identify and implement process improvements for efficiency, accuracy, and timeliness
• Collaborate with the finance team and cross-functional leaders to ensure cohesive decision-making

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