Chief Financial Officer
Chief Financial Officer
Reports to: Chief Executive Officer
FLSA Status: Exempt
Department: Finance, Accounting & Legal
Summary: Directs the organization's financial planning and accounting practices as well as its
relationship with lending institutions, shareholders, and the financial community by performing the
following duties personally or through subordinate managers.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Oversees and directs treasury, budgeting, audit, tax, accounting, purchasing, real estate, long
range forecasting, and insurance activities for the organization.
- Directs the controller in providing and directing procedures and computer application systems
necessary to maintain proper records and to afford adequate accounting controls and services.
- Directs the treasurer in activities such as custodian of funds, securities, and assets of the
- Appraises the organization's financial position and issues periodic reports on organization's
financial stability, liquidity, and growth.
- Directs and coordinates the establishment of budget programs.
- Coordinates tax reporting programs and investor relations activities.
- Analyzes, consolidates, and directs all cost accounting procedures together with other statistical
and routine reports.
- Oversees and directs the preparation and issuance of the corporation's annual report.
- Directs and analyzes studies of general economic, business, and financial conditions and their
impact on the organization's policies and operations.
- Analyzes operational issues impacting functional groups and the whole institution and
determines their financial impact.
- Evaluates and recommends business partnering opportunities.
- Establishes and maintains contacts with stockholders, financial institutions, and the investment
To perform the job successfully, an individual should demonstrate the following competencies:
- Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses
intuition and experience to complement data; Designs work flows and procedures.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes
information skillfully; Develops alternative solutions; Works well in group problem solving
situations; Uses reason even when dealing with emotional topics.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens
and gets clarification; Responds well to questions; Demonstrates group presentation skills;
Participates in meetings.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar;
Varies writing style to meet needs; Presents numerical data effectively; Able to read and
interpret written information.
- Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform
well; Effectively influences actions and opinions of others; Inspires respect and trust; Accepts
feedback from others; Provides vision and inspiration to peers and subordinates; Gives
appropriate recognition to others; Displays passion and optimism; Mobilizes others to fulfill the
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works
with integrity and ethically; Upholds organizational values.
- Strategic Thinking - Develops strategies to achieve organizational goals; Understands
organization's strengths & weaknesses; Analyzes market and competition; Identifies external
threats and opportunities; Adapts strategy to changing conditions.
- Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness;
Generates suggestions for improving work; Develops innovative approaches and ideas; Presents
ideas and information in a manner that gets others' attention.
- Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment;
Supports and explains reasoning for decisions; Includes appropriate people in decision-making
process; Makes timely decisions
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for
additional resources; Sets goals and objectives; Organizes or schedules other people and their
tasks; Develops realistic action plans.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the
Master's degree (M. A.) or equivalent; or ten years related experience and/or training; or equivalent
combination of education and experience.
Certificates and Licenses:
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