VP Strategic Initiatives

At The Bancorp, we’ve spent more than 25 years driving innovation in the financial services industry. As one of the first banks to embrace fintech, we combine technology, expertise and a forward-looking approach to deliver creative, real-world solutions. We work side by side with our partners to help them grow and innovate with confidence. Across Fintech Solutions, Institutional Banking, Commercial Lending and Real Estate Bridge Lending, we provide the people, processes, technology and banking capabilities that turn bold ideas into outcomes.

Join a team that brings urgency and rigor to every challenge and plays a direct role in driving growth for our clients and the communities we serve.

The Vice President, Strategic Initiatives role is responsible for advancing priorities across strategy, finance, balance-sheet management, investments, and technology as a hands‑on senior leader on the Finance team. The role supports initiatives focused on new, better, and faster processes and workflows across Finance, including Asset/Liability Committee (ALCO) and board-level materials. It redesigns how key finance activities are performed so they are institutionalized, repeatable, and efficient, bringing disciplined project management and structure to ambiguous problems as The Bancorp’s Finance team continues to evolve.

• Supports financial planning and performance management, including budgeting, periodic forecasting, long-range planning, and management reporting.
• Analyzes actual results against budget, forecast, and prior periods to identify key drivers.
• Designs new reporting processes, dashboards, and management metrics.
• Supports capital planning, profitability analysis, expense management, and financial scenario modeling.
• Supports preparation of accurate, timely, and decision-useful ALCO materials in partnership with Treasury, Accounting, Risk, lending, deposit, and investment teams.
• Analyzes balance-sheet composition, liquidity, funding, interest-rate risk, deposit trends, and investment activity.
• Prepares executive summaries that identify significant trends, emerging risks, and recommended actions.
• Improves ALCO production workflow, including data sourcing, templates, review procedures, and controls, so materials are produced with less manual effort and delivered on schedule every cycle.
• Serves as the architect of Finance’s processes and workflows, translating business requirements into practical technology, data, and workflow solutions.
• Maps current-state processes, identifies inefficiencies and control gaps, and designs scalable future-state workflows.
• Leads planning and reporting system implementations as structured projects, from requirements through testing, change management, and adoption.
• Establishes process ownership, data definitions, and documentation so key finance activities are repeatable, well-controlled, and not dependent on individuals.
• Prepares presentations, analyses, and recommendations for executive management, ALCO, and the Board of Directors.
• Leads high-priority projects that fall outside traditional functional boundaries, bringing a consistent project framework, defined deliverables, and regular progress reporting.
• Builds reusable templates and processes for recurring executive and board deliverables so they are produced faster with less rework.
• Communicates complex financial, operational, and technical matters clearly to audiences with varying levels of expertise.
• Performs other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Information Systems, or a related field, or an equivalent combination of education and experience, required.
• MBA, advanced degree, or relevant professional…