KLR Executive Search Group LLC Looking for EVP & Chief Financial Officer at Greater Boston Full Time

We are delighted to share with you the exciting retained search we are conducting for our long-time Client to recruit the Bank’s new EVP & Chief Financial Officer. This publicly traded community bank has a well-regarded brand and is viewed as a “bank on the move.” Our Client serves the financial needs of consumers, businesses, and municipalities throughout Eastern Massachusetts and Rhode Island through a network of full-service banking centers and commercial lending offices in Boston and Providence.

Our Client is financially strong and well capitalized with very good diversification of income and risk between Commercial Lending, Business Banking, Mortgages, and Consumer/Retail banking. The Bank enjoys excellent asset quality, streamlined decision-making, and a team-oriented and entrepreneurial culture.

Key priorities include:

• As a collaborative partner, shape strategy, provide fiscal management, and drive strategic imperatives.
• Reporting to the President & CEO, serve as a strategic resource to support all areas of the Organization.
• Participate in developing and implementing plans, strategies, and policies to achieve the Bank’s goals.
• Oversee Accounting, Budgeting, SEC/Public Reporting, Treasury, Tax, Investment Management, and Investor Relations.
• Bring best practices to drive continuous improvement. Ensure the proper infrastructure, systems, operational controls, reporting capabilities, and people are in place to effectively grow the Bank and ensure long-term financial strength and operating efficiency.
• Leverage data/technology to streamline workflow, drive efficiencies, and enhance customer experience.

The successful candidate will bring:

• Prior public company experience and/or experience with a $5+ billion asset bank is preferred.
• Performance record managing a banking Finance/Accounting function with proven financial analysis/analytical skills including GAAP accounting, sensitivity analysis/financial modeling, asset/liability management, and/or SEC reporting.
• Bachelor’s degree in finance/accounting (or equivalent). MBA/MS Finance, CPA, and/or similar designation preferred.