CFO + Financial Services + Nebraska

Lutz & Company

  • Lincoln, NE
  • Permanent
  • Full-time
  • 23 days ago
CFO + Financial Services + NebraskaLincoln, NECFO + Financial Services + NebraskaWe are seeking an experienced, strategic, and hands-on Chief Financial Officer (CFO) to join our executive leadership team. This role will be based in Lincoln, NE-where our finance team sits-and will oversee all aspects of financial management, regulatory reporting, asset/liability management, and strategic growth initiatives for our $5-6B community bank. The CFO will serve as a trusted advisor to the Board of Directors, lead our Audit Committee, and play a pivotal role in driving operational excellence, innovation, and growth.Key Responsibilities:
  • Lead all financial operations, including budgeting, forecasting, liquidity management, and asset/liability management. Oversee daily cash position and liquidity, including buying/selling to optimize returns.
  • Direct derivative accounting and interest rate hedging strategies
  • Oversee preparation and submission of all regulatory reports (Federal Reserve, FDIC, FR-Y reports, Call Reports, Summary of Deposits, etc.), ensuring accuracy and timeliness
  • Serve as Chair of the Audit Committee and lead quarterly ALCO meetings
  • Collaborate closely with the Controller to ensure financial statement accuracy and compliance with GAAP and FDICIA
  • Partner with business banking leadership on deal reviews, including CDARS and other cash management products
  • Actively participate in strategic initiatives, including M&A opportunities, brokered deposit strategies, and correspondent mortgage operations
  • Drive process improvements, technology adoption, and change initiatives across the finance function
  • Represent the Bank at conferences and industry events, building strategic relationships
Required Qualifications:
  • CPA designation (required)
  • Bachelor's degree in Accounting, Finance, or related field
  • 10+ years progressive finance/accounting leadership experience, including both public and private backgrounds
  • Banking industry experience with institutions between $1B-$10B in assets (ideal range $5-6B)
  • Demonstrated expertise in derivative accounting, interest rate hedging, liquidity management, and asset/liability management
  • Proven track record with regulatory reporting in the banking sector
  • Strong leadership skills with the ability to mentor and develop team members
Preferred Qualifications:
  • Experience with correspondent mortgage operations (servicing large volumes and managing partner relationships)
  • Background in M&A within financial services
  • Knowledge of brokered deposits and Federal Home Loan Bank relationships
  • SOX compliance experience
  • Strong technology and system implementation capabilities
For confidential consideration, please click the APPLY button below. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.Job Number - 3392992LC

Lutz & Company