Director of Finance & Accounting

General Summary:

This position will assist the Chief Financial Officer (“CFO”) with strategic financial leadership, managing daily operations, overseeing budgeting, forecasting, financial analysis, and financial reporting.  Additionally, the role will ensure regulatory compliance and SEC reporting as well as senior level oversight of the internal control testing program. The role involves supporting the CFO in developing and implementing financial strategies, policies, and procedures, acting as the CFO's direct support and representing the CFO within internal meetings, as needed

Essential Duties and Job Responsibilities:

Assisting the CFO, the role will have direct management and oversight of the company’s SEC reporting, financial planning and analysis, internal control, and daily accounting teams.  Specific job responsibilities include, and are not limited to, the following:  

• Oversee daily financial operations, including budgeting, forecasting, and cost management, ensuring they align with organizational goals. 
• Manage and support direct reports, providing leadership and support for the finance and accounting teams. 
• Manage the preparation and filing of SEC (and other regulatory) required financial statements and reports, providing accurate and timely data to reporting.
• Identify and manage financial risks, ensuring the organization meets regulatory and compliance requirements
• Manage the Company’s expense control process with regular reporting and research on accounting issues and initiatives, as needed, and report to the CFO or the Board
• Oversee the company’s budgeting, long-range financial planning, and the analysis of potential investments and financial performance (or ad hoc reporting, as needed).
• Supervise the company’s internal control program for financial reporting, including managing staff, to ensure timely and complete internal and external audits, ensuring accuracy and compliance with financial regulations and practices as well as effectively operating control environment. 
• Serve as a key point of contact for matters determined by the CFO and communicate with other departments, stakeholders, and potentially external agencies
• Complete any additional initiatives as needed in support of the CFO 

EXPERIENCE, CERTIFICATION, EXPERIENCE:

Preferred: 

• Bachelor's degree Required.   Masters preferred.
• Minimum of 7-10 years of Management experience required.
• 7-10 years of experience in public company reporting, corporate governance, internal control reviews, and regulatory reporting required.  10 – 15 years preferred.
• CPA or similar work experience preferred.
• Understanding of accounting principles and research associated with new topics
• Familiarity with regulatory framework (SEC, SOX, ESG) is a plus
• Ability to manage multiple priorities and tight deadlines
• Professional demeanor and proactive mindset
• Excellent written and verbal communication skills
• High attention to details and confidentiality
• Some experience working with senior management and/or board is a plus

KNOWLEDGE, SKILLS, ABILITIES:

• Strong understanding of financial accounting principles, financial planning, analysis, and reporting
• Proven ability to manage finance teams, develop staff, and drive operational efficiency
• Knowledge of financial regulations, especially SEC, and banking compliance requirements.  
• Strong verbal and written communication skills to effectively present financial information to various groups and departments
• Excellent analytical and problem-solving skills for interpreting financial data and providing insight on data trends

WORK ENVIRONMENT:

• Working Conditions: Office setting
• Equipment Operations: General office equipment

PHYSICAL DEMANDS:

Special Note:

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.  

This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.