About:

• Full-time position

• Location: Flexible between Oakland and Morgantown branches

The Role:

We are currently partnering with a well-established, community-focused bank to identify a Comptroller/CFO to join their leadership team.

This organization is known for its relationship-driven approach, local decision-making, and family-first culture. It offers the kind of environment many banking professionals are looking for—collaborative, stable, and not overly corporate—where leadership is accessible and employees are valued beyond their output.

The Role

This position is responsible for overseeing all financial activities of the bank, ensuring financial stability, regulatory compliance, and strategic growth. They act as a key advisor to the CEO and board, especially on financial risk and capital management.

Key Responsibilities

1. Financial Strategy & Leadership

• Develop and execute the bank’s financial strategy aligned with business goals

• Advise executive leadership on financial planning and growth opportunities

• Support mergers, acquisitions, and investment decisions

2. Financial Reporting & Compliance

• Ensure accurate and timely financial reporting (monthly, quarterly, annual)

• Oversee preparation of financial statements in line with standards like GAAP/IFRS

• Ensure compliance with banking regulations (e.g., capital adequacy, liquidity rules)

• Liaise with regulators, auditors, and rating agencies

3. Risk Management

• Monitor financial risks including credit, market, and liquidity risk

• Work closely with CRO (Chief Risk Officer) to maintain risk frameworks

• Ensure proper internal controls and financial governance

4. Capital & Liquidity Management

• Manage capital structure and adequacy (Basel III requirements, stress testing)

• Oversee liquidity planning and funding strategies

• Optimize balance sheet performance

5. Treasury & Investment Oversight

• Supervise treasury operations, including cash flow and funding

• Manage investment portfolios and interest rate risk

• Oversee asset-liability management (ALM)

6. Budgeting & Forecasting

• Lead annual budgeting process and long-term financial planning

• Analyze financial performance and variances

• Provide forecasts to guide decision-making

7. Cost Control & Efficiency

• Identify cost-saving opportunities and improve operational efficiency

• Monitor expense management across the bank

8. Stakeholder Communication

• Present financial results to board members and investors

• Maintain relationships with regulators, analysts, and shareholders

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field

• 5–8+ years of accounting/finance experience (banking strongly preferred)

• 5+ years of Financial Crimes Compliance (FCC), AML, or BSA experience

• Strong knowledge of GAAP, regulatory reporting, and internal controls

• Proven Leadership, Communication and Investor Relations Management skills