Interim Chief Financial Officer (CFO) 16796765

Interim Chief Financial Officer (CFO)

On-site | Philadelphia, PA

This is a full-time, on-site engagement (5 days/week) expected to last approximately 2-3 months while a permanent search is conducted.

This organization has experienced significant asset growth over the past several years and is positioned for continued expansion. The Interim CFO will step into a stable, well-run finance function and serve as a strategic partner to executive leadership during this transition period.

Key Responsibilities • Oversee all finance and accounting activities, including budgeting, forecasting, reporting, and audit coordination • Monitor the organization's financial health, liquidity, and interest rate risk • Prepare and present financial results, forecasts, and analysis to executive leadership and the Board • Ensure timely and accurate regulatory and financial reporting in compliance with state and federal banking requirements • Review financial statements, projections, and budget-to-actual results; provide insights and recommendations as needed • Variance analyses, liquidity ratio monitoring, and dashboard reviews • Partner with senior leadership on financial planning, cost controls, and strategic initiatives • Oversee investment portfolio analysis and reporting • Provide leadership and guidance to an established finance and accounting team • Ensure strong internal controls, audit readiness, and adherence to regulatory standards

Team Structure • Direct oversight of two experienced finance professionals who manage day-to-day accounting and reporting functions • Finance operations are well automated, stable, and running smoothly

Qualifications • Bachelor's degree in Finance, Accounting, Economics, or Business Administration (MBA preferred) • CPA required • Minimum of 5+ years of progressive experience in accounting, financial reporting, and financial leadership • Must have strong CFO level knowledge of banking regulations, compliance, and financial reporting requirements • Experienced with bank reporting and reviews involving ALCO, FHLB Advances, QCR reporting, CLA audit • Proven ability to operate effectively in a senior executive, hands-on leadership role • Excellent communication, judgment, and stakeholder management skills

Engagement Details • Schedule: Monday-Friday, 8:30 AM - 5:00 PM • Location: On-site, Center City, Philadelphia, PA