Chief Financial Officer

Chief Financial Officer (CFO)

Location: Edmond, OK (Full-Time, Hybrid)
Company: Confidential – Client of NOW CFO

Position Overview

We are seeking a strategic and hands-on Chief Financial Officer (CFO) to oversee all accounting and financial operations for a growing organization in the financial services/banking space. This individual will play a key leadership role in building out the finance function, driving financial strategy, and ensuring regulatory compliance while partnering closely with executive leadership and the Board. This is a direct hire, permanent opportunity on our client's team.

Key Responsibilities

• Oversee all accounting and financial operations, ensuring accuracy, timeliness, and compliance
• Lead financial planning, budgeting, forecasting, and long-term capital strategy
• Build and scale the accounting and finance function, including processes, systems, and team structure
• Manage regulatory and financial reporting, including financial statements and required filings
• Monitor and manage cash flow, liquidity, and funding projections, including interest rate risk
• Oversee asset/liability management (ALCO), balance sheet strategy, and financial risk analysis
• Partner with executive leadership and Board to drive strategic initiatives and profitability
• Maintain relationships with auditors, regulators, banking partners, and external stakeholders
• Support ERP implementation and ongoing financial systems improvements
• Lead and develop the finance and accounting team

Must-Have Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 7–10+ years of progressive experience in finance/accounting, with strong exposure to banking or financial services
• Strong background in banking regulations, approvals/accreditation processes, and compliance
• Experience with cash flow management, funding strategies, and financial projections
• Prior involvement in ERP implementations or system upgrades
• Proven ability to assess and manage financial risks, including interest rate risk
• Experience building or scaling accounting/finance functions or working in a growing environment
• Strong leadership and communication skills, with the ability to partner with executive stakeholders
• Advanced Excel and financial systems proficiency

Nice-to-Have Qualifications

• CPA or similar professional certification
• Experience working in a startup or newly chartered banking environment
• Highly self-motivated with strong ownership and accountability mindset

Compensation & Benefits

• Base Salary: ~$150K – $190K+ (DOE)
• 401k
• PTO, Medical, Dental and Vision Insurance

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