Controller

Job Title: Controller

Location: Oakland, MD

Duration: Full-Time

MOI: Video

Visa: US Citizen or Green Card

Notes:

Key Skills: Controller, Chief Financial Officer, Banking Industry experience, Accounting Operations, Mid-Level Accountant, Financial Strategy and Compliance, Financial Reporting, Budgeting and Forecasting.

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.

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