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Summit State Bank

FINANCE AND RISK MANAGER

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What they do

A Financial Manager directs and plans the financial activities of a company or organization. Prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.

$168,065 / year median in California

-4% projected decline

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Job Description

FINANCE AND RISK MANAGER
Summit State Bank - 3.6 Santa Rosa, CA Job Details Full-time $140,000 - $170,000 a year 17 hours ago Benefits Health savings account AD&D insurance Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Dependent health insurance coverage Vision insurance 401(k) matching Volunteer time off Qualifications Spreadsheets Writing skills Coaching Presentations for conferences or internal meetings Financial statement analysis Internal employee customer service Team management Mentoring Financial statement interpretation Cross-functional collaboration General management Excel data analysis Full Job Description Summit State Bank is an award-winning Community Bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us; we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply. We are looking for a full-time Finance and Risk Manager to join Summit State Bank team at our main administrative office. This in-office position is responsible for managing key day-to-day finance and financial risk activities of the Bank under the direction of the Chief Financial Officer. The position oversees assigned finance functions; provides financial analysis and recommendations to management; supports budgeting, strategic planning, treasury and asset/liability management; and contributes to the Bank's financial stability and growth. The Finance and Risk Manager prepares information used in communications with executive management, Board committees, investors, auditors and examiners, as applicable. This position must collaborate effectively across the Bank while producing timely and accurate reports and is also responsible for other ongoing projects and tasks, as assigned.
EDUCATION/EXPERIENCE
Bachelor's Degree in Finance, Accounting, Economics, Business Administration or a related field; an equivalent combination of education and directly relevant experience may be considered. Master's Degree, MBA or other relevant advanced education preferred. Technical and analytical expertise to support financial reporting, modeling and analysis; advanced Microsoft Excel skills required. Strong analytical and problem-solving skills coupled with thoroughness and attention to detail. Strong written and verbal communication skills. Internal customer service oriented. Requires a minimum of 5 years of progressively responsible experience in accounting, financial analysis, treasury or financial management, including at least 3 years of experience in banking or another regulated financial institution. Experience with bank financial reporting, budgeting/forecasting, asset/liability management, liquidity and capital analysis is strongly preferred.
COMPETENCIES
Must be adept at problem-solving with the ability to identify issues, evaluate financial and operational impacts, and resolve problems in a timely manner. Must possess strong interpersonal skills. Must communicate clearly and professionally, both verbally and in writing, with employees, management, auditors, examiners and committee participants, including in presentations and meetings. Must be able to interpret complex financial information, develop and present meaningful financial analysis, and translate data into clear recommendations for management. Must be able to prioritize and plan work activities as to use time efficiently. Must be organized, accurate, thorough, and able to monitor work for quality. Must be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback. Prior people-management experience required; demonstrated ability to coach, develop and hold staff accountable. Benefits Summit State Bank offers a highly competitive benefits package designed to support our employees' health, financial well-being, and professional growth. We proudly provide 100% employer-paid medical, dental, and vision coverage for employees , along with employer contributions toward a portion of dependent coverage premiums. Our comprehensive benefits also include Flexible Spending Accounts (FSA) - with employer matching contributions of up to $2,500 annually for Dependent Care FSA accounts - as well as employer-paid Life, AD&D, and Long-Term Disability coverage. Employees receive employer HSA contributions of up to $4,000 annually if enrolled in a HDHP and have access to a 401(k) plan with employer matching contributions. We are committed to investing in our employees' success through tuition reimbursement, wellness resources, internal mentorship programs, and paid volunteer time off. In addition, all full-time employees receive a minimum of three weeks of paid vacation annually, supporting a healthy work-life balance.
Pay Range:
$140,000 - $170,000/annually All applicants should apply on our website: https://www.summitstatebank.com/careers.php. Summit State Bank is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Benefits

  • Paid Time Off (PTO)
  • Volunteer Time Off (VTO)
  • Financial Aid/Assistance
  • 401(k) Plans