MountainOne
SVP, CHIEF ACCOUNTING OFFICER (CAO)
Overview
The CAO is a key member of the Bank’s senior leadership team, responsible for directing all accounting, financial reporting, FP&A, and regulatory compliance functions while partnering closely with the EVP & COO and the existing finance team.
The CAO will play a pivotal role in ensuring financial accuracy, driving process improvements, and providing the data, analysis, and insight needed to support strategic decision-making. This leader will be integral to the Bank’s budgeting, forecasting, and planning processes, and will excel at operating within complex and evolving business structures, including holding company environments, multi-entity organizations, and strategic corporate initiatives. The ideal candidate is highly data-driven, technologically fluent, and adept at translating complex financial data into clear, actionable strategies.
Key Responsibilities
Direct preparation of monthly, quarterly, and annual financial statements in compliance with GAAP and regulatory requirements
Oversee regulatory reporting (Call Reports, tax filings, state submissions) to ensure accuracy and timeliness
Lead budgeting, forecasting, and scenario modeling processes, leveraging financial planning tools to improve accuracy and efficiency
Partner on funding strategies, liquidity management, and capital optimization
Oversee compliance-related financial functions and support regulatory examinations
Utilize business intelligence tools (Power BI, Tableau, or similar) to enhance reporting and decision-making
Identify and implement process improvements for efficiency, accuracy, and timeliness
Collaborate with the finance team and cross-functional leaders to ensure cohesive decision-making
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The CAO will play a pivotal role in ensuring financial accuracy, driving process improvements, and providing the data, analysis, and insight needed to support strategic decision-making. This leader will be integral to the Bank’s budgeting, forecasting, and planning processes, and will excel at operating within complex and evolving business structures, including holding company environments, multi-entity organizations, and strategic corporate initiatives. The ideal candidate is highly data-driven, technologically fluent, and adept at translating complex financial data into clear, actionable strategies.
Key Responsibilities
Direct preparation of monthly, quarterly, and annual financial statements in compliance with GAAP and regulatory requirements
Oversee regulatory reporting (Call Reports, tax filings, state submissions) to ensure accuracy and timeliness
Lead budgeting, forecasting, and scenario modeling processes, leveraging financial planning tools to improve accuracy and efficiency
Partner on funding strategies, liquidity management, and capital optimization
Oversee compliance-related financial functions and support regulatory examinations
Utilize business intelligence tools (Power BI, Tableau, or similar) to enhance reporting and decision-making
Identify and implement process improvements for efficiency, accuracy, and timeliness
Collaborate with the finance team and cross-functional leaders to ensure cohesive decision-making
#J-18808-Ljbffr