Chief Financial Officer
On-site · Oconomowoc, Wisconsin, United States
Job Summary
CFO role at Bank Five Nine in Oconomowoc, WI, overseeing financial strategy, capital planning, regulatory reporting, risk management, and long-term performance; leads balance sheet management, GAAP/controls, and executive-Board reporting, with oversight of Wealth Management and Property Management. The candidate will partner with the President/CEO, executive team, and Board to drive financial performance, strategic growth, and enterprise-wide financial operations; requires extensive banking/regulated financial services leadership and strong communication with senior stakeholders.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- Minimum of 10 years of progressive financial leadership experience in banking or a closely related regulated financial services environment
- Significant experience with ALM, liquidity management, investment portfolio oversight, capital planning, balance sheet strategy, budgeting, forecasting, and regulatory reporting
- Strong knowledge of GAAP, banking regulations, community bank financial operations, internal controls, audits, tax filings, and regulatory examinations
- Prior executive or senior leadership experience, including regular interaction with executive teams and Boards of Directors
- Ability to translate complex financial information into clear, actionable executive- and Board-level insights
- Proven leadership skills, high ethical standards, sound judgment, and the ability to balance strategic perspective with hands-on execution
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