Chief Financial Officer

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CFO Recruit is partnering with a client in San Antonio, Texas to appoint a Chief Financial Officer. This role would suit a VP of Finance or CFO who will serve as a strategic partner to the President and Board of Directors, providing financial leadership and insight to drive sustainable growth and operational excellence across a well-established financial services company operating across multiple locations.

This opportunity is with a well-established financial institution serving individuals and businesses. The organization is known for its relationship-driven approach and commitment to supporting regional economic growth.

The incoming CFO will play a pivotal role in shaping financial strategy, ensuring compliance, and supporting the next phase of the organization’s growth and modernization.

Key Responsibilities:

• Provide strategic financial leadership to support executive decision-making and long-term organizational goals.
• Oversee all accounting, reporting, budgeting, and forecasting activities, ensuring accuracy and compliance with all applicable standards.
• Ensure full compliance with regulatory and statutory requirements, including FDIC, OCC, and state regulations.
• Lead financial risk management activities across liquidity, credit, market, and operational areas.
• Develop and execute financial strategies that enhance profitability, efficiency, and capital strength.
• Manage relationships with auditors, regulators and other key stakeholders.
• Drive operational efficiency through process optimization and technology-driven improvements.
• Mentor and lead a high-performing finance team, fostering accountability and professional growth.
• Prepare and present monthly, quarterly, and annual financial statements to executive leadership and the Board.
• Support strategic initiatives as required.
• Oversee treasury functions, including cash management, investments, and funding strategies.
• Lead capital planning and analysis to support growth and shareholder value.
• Monitor key performance indicators (KPIs) and implement corrective actions as needed.
• Strengthen internal controls, financial policies, and governance frameworks.
• Partner cross-functionally to assess the financial impact of business strategies and initiatives.

Key Qualifications

• Proven success as CFO, VP Finance or senior finance executive within banking or financial services is essential.
• Strong understanding of financial operations, regulatory compliance and reporting requirements within a regulated financial environment.
• Expertise in budgeting, forecasting and financial modeling.
• Strategic thinker with exceptional analytical, problem-solving and decision-making capabilities.
• Demonstrated ability to engage effectively with Boards, audit committees and regulators.
• Strong leadership and people management skills with a collaborative approach.
• Excellent communication and presentation skills, with the ability to translate complex data into actionable insights.
• Proficiency in financial systems, ERP platforms, and advanced Excel modeling

The salary advertized is a guideline and the salary offered will be commensurate with experience.

• Executive

• Full-time

• Finance, Accounting/Auditing, and Strategy/Planning
• Banking and Financial Services

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