What are the responsibilities and job description for the Controller position at Apex Bridge Talent Group?
Business Title: Controller
Location: Morgantown, WV 26505 OR Oakland, MD 21550
Job Type: Direct hire
Note: 100% Onsite role.
Job Description:
- 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:
- 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
- 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
- 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
- Capital & Liquidity Management:
- Manage capital structure and adequacy (Basel III requirements, stress testing)
- Oversee liquidity planning and funding strategies
- Optimize balance sheet performance
- Treasury & Investment Oversight:
- Supervise treasury operations, including cash flow and funding
- Manage investment portfolios and interest rate risk
- Oversee asset-liability management (ALM)
- Budgeting & Forecasting:
- Lead annual budgeting process and long-term financial planning
- Analyze financial performance and variances
- Provide forecasts to guide decision-making
- Cost Control & Efficiency:
- Identify cost-saving opportunities and improve operational efficiency
- Monitor expense management across the bank
- 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