Charles River CFO, Inc.
Finance • Consulting • B2B
Charles River CFO, Inc. is a company that provides strategic CFO and accounting services on a fractional and interim basis to organizations experiencing growth and change. It offers a range of services including interim and fractional CFO services, outsourced accounting, financial consulting, tax consulting, and HR consulting. The company specializes in serving industries such as life sciences, technology, financial institutions, real estate, and nonprofit organizations. Charles River CFO helps clients navigate complex financial and tax landscapes while focusing on organizational growth and change management.
Interim CFO - Banking/Credit Union
January 28
Charles River CFO, Inc.
Finance • Consulting • B2B
Charles River CFO, Inc. is a company that provides strategic CFO and accounting services on a fractional and interim basis to organizations experiencing growth and change. It offers a range of services including interim and fractional CFO services, outsourced accounting, financial consulting, tax consulting, and HR consulting. The company specializes in serving industries such as life sciences, technology, financial institutions, real estate, and nonprofit organizations. Charles River CFO helps clients navigate complex financial and tax landscapes while focusing on organizational growth and change management.
📋 Description
• Responsible for managing operational accounting of client community banks & credit unions • Provide timely and accurate financial and regulatory reporting to appropriate regulatory agencies • Ensure general ledger accounts are reconciled on a timely basis • 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
🎯 Requirements
• Bachelor’s 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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