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Chief Financial Officer - B2B EXIT & B2B CFO

B2B CFO
Newton, MA Temporary
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/14/2025

Charles River CFO, Inc. is seeking to add experienced CFO leaders to our database for upcoming client engagements in the banking / credit union industry. If you are a seasoned CFO with credit union / banking experience, this could be the right fit for you. When a client signs on with CRCFO, they normally have an immediate need. Assignments could be part-time, full-time, remote, hybrid, interim, or temp-to-perm. If you are currently consulting, retired, or just looking for additional income, this could be the opportunity for you.

The CFO will be responsible for managing the operational accounting of client community banks & credit unions, providing timely and accurate financial and regulatory reporting to the appropriate regulatory agency (FDIC / FFIEC, NCUA, and The Federal Reserve Bank), and ensuring general ledger accounts are reconciled on a timely basis.

Key Responsibilities :

  • Lead clients financial operations
  • Build solid relationships with constituents
  • Develop, implement, and enhance financial reporting and other business systems
  • Provide high-quality financial advice, experience, and analysis
  • Ensure regulatory compliance

Experience & Qualifications :

  • Bachelors Degree in Accounting or Finance, or a similar field
  • CPA with Big 4 experience preferred
  • Experience in the banking / credit union industry
  • Progressive experience in senior finance leadership roles
  • Ability to analyze complex situations, identify key issues, and solve problems
  • Knowledge in share draft, ACH, and deposit clearing
  • Knowledge of back-office banking procedures
  • Knowledge of NCUA, IRS, and Federal Reserve Bank Reporting
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