EVP/Chief Strategy Officer

Description

Position Purpose:

Serves as a key member of the executive leadership team responsible for shaping, executing, and sustaining the bank’s long-term vision and strategic priorities. Provides oversight of Finance, Compliance, and Information Technology & Security departments to ensure that all core support functions are aligned with organizational goals, regulatory expectations, and community values.

Job Duties and Responsibilities:

• Partner with the CEO, Board of Directors, and Executive Team to define and advance the bank’s strategic vision, goals, and initiatives.
• Lead annual and multi-year strategic planning processes, ensuring alignment across business lines and support functions.
• Monitor market trends, competitive positioning, and regulatory developments to identify both organizational opportunities and potential risks.
• Serve as a trusted advisor to emerging and senior leaders, offering structured feedback, thought partnership, and values-based guidance to strengthen executive presence, strategic decision-making, and alignment with the Bank’s long-term vision.
• Lead the Finance and Accounting functions with strategic direction, ensuring accurate financial reporting, sound fiscal management, and alignment with the bank’s overall growth strategy.
• Partner with the CFO and Finance team to develop budgets, monitor performance against financial goals, and streamline processes to enhance efficiency, improve accuracy, and support scalability.
• Provide leadership for the bank’s information technology team, ensuring strategy, systems, infrastructure, and digital platforms align with business objectives.
• Manage and support the information security team in developing, implementing, and maintaining policies and controls to safeguard customer data, protect systems from cyber threats, and ensure adherence to regulatory requirements.
• Identify and evaluate new markets, customer segments, and partnership opportunities for geographic and service-line expansion and conduct competitive analyses, market research, and feasibility studies to support growth initiatives.
• Champion innovation and transformation across the Bank’s business model and service delivery, while ensuring retention of community values.
• As part of the executive team, work with the CEO and other executives to coordinate planning and establish priorities for the strategic planning process.
• Ensure compliance with government regulations and bank policies.
• Complete annual training as required.
• Participate in bank/community activities.
• Other duties as assigned.

Qualifications

Skills and Abilities Required:

• Ability to read, interpret, and communicate about complex, financial documents.
• High level of analytical ability, gained through experience, to evaluate financial information and make recommendations.
• Strong knowledge of accounting and financial principles.
• Ability to build professional relationships with coworkers and customers.
• Excellent written, verbal, and presentation skills.
• Exceptional time management, prioritization and organizational skills.
• Strong computer skills; proficient in Microsoft Word, Excel, Outlook and PowerPoint.
• Interpersonal skills with all levels of the organization to include coaching and management.
• Strong attention to accuracy and detail.

 Experience and Education Requirements:

• Bachelor's degree in accounting, finance or related field, or equivalent business education combined with experience required.
• Proven leadership experience with a minimum of ten (10) years in banking or financial services industry, CFO experience preferred.
• MBA in Finance and the Certified Public Accountant or Certified Management Accountant designations, preferred.

Physical Requirements:

• Typically requires sitting for long periods of time with intermittent stooping, bending, and walking.
• May occasionally lift up to 25 pounds which may include the need for independent mobility to: bend, reach, or kneel.
• Visual and auditory skills are required.

Performance Standards:

• Accuracy: Completeness of financial reports.
• Responsiveness: Timeliness of responses to requests for information.
• Relationships: Ability to work well with employees at all levels within the organization.
• Guidance: Ability to build a team and provide direction to others.

Firstar Bank is proud to be an Equal Opportunity Employer: EEO/M/F/Disabled/Vets