VP Strategic Initiatives

Overview

This role is a hands-on senior leadership position on the Finance team, focused on advancing priorities across strategy, finance, balance-sheet management, investments, and technology. The Vice President, Strategic Initiatives supports initiatives to create new, better, and faster processes and workflows across Finance—particularly for Asset/Liability Committee (ALCO) and board-level materials.

The position redesigns how key Finance activities are performed so they are institutionalized, repeatable, and efficient, applying disciplined project management and structure to ambiguous problems as the Finance function continues to evolve.

Responsibilities

• Support financial planning and performance management, including budgeting, periodic forecasting, long-range planning, and management reporting.
• Analyze actual results against budget, forecast, and prior periods to identify key drivers.
• Design new reporting processes, dashboards, and management metrics.
• Support capital planning, profitability analysis, expense management, and financial scenario modeling.
• Prepare accurate, timely, and decision-useful ALCO materials in partnership with Treasury, Accounting, Risk, lending, deposit, and investment teams.
• Analyze balance-sheet composition, liquidity, funding, interest-rate risk, deposit trends, and investment activity.
• Prepare executive summaries highlighting significant trends, emerging risks, and recommended actions.
• Improve ALCO production workflow, including data sourcing, templates, review procedures, and controls, to reduce manual effort and meet delivery schedules each cycle.
• Act as the architect of Finance processes and workflows, translating business requirements into practical technology, data, and workflow solutions.
• Map current-state processes, identify inefficiencies and control gaps, and design scalable future-state workflows.
• Lead planning and reporting system implementations as structured projects, including requirements, testing, change management, and adoption.
• Establish process ownership, data definitions, and documentation so key Finance activities are repeatable, well-controlled, and not dependent on individuals.
• Prepare presentations, analyses, and recommendations for executive management, ALCO, and the Board of Directors.
• Lead high-priority projects outside traditional functional boundaries with a consistent project framework, defined deliverables, and regular progress reporting.
• Build reusable templates and processes for recurring executive and board deliverables to reduce production time and rework.
• Communicate complex financial, operational, and technical matters clearly to audiences with varying levels of expertise.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Information Systems, or a related field, or an equivalent combination of education and experience, required.
• MBA, advanced degree, or relevant professional certification preferred.
• Minimum of 10 years of progressively responsible experience in finance, strategic planning, treasury, investment management, or financial operations within banking, fintech, or another regulated financial-services environment.
• Demonstrated understanding of financial statements, budgeting, forecasting, balance-sheet management, net interest income and margin drivers, interest-rate and liquidity risk, and capital management.
• Demonstrated track record as a process architect designing and implementing new, better, and faster finance workflows, including process redesign, workflow automation, and technology implementations, required.
• Experience implementing or administering an enterprise planning or reporting platform preferred.
• Advanced financial modeling skills with expert-level proficiency in Microsoft Excel and PowerPoint.
• Intermediate proficiency in Microsoft Word, Outlook, and Teams.
• Experience with Bloomberg, S&P Global, or similar market data platforms preferred.
• Ability to work with large or complex datasets and translate findings into concise, executive-level insights.
• Strong project-management discipline, including scoping, workplan development, stakeholder management, risk and issue tracking, and status reporting; ability to run multiple initiatives concurrently with limited oversight.
• Excellent written and verbal communication skills, including experience preparing executive and board-level materials.

Preferred Qualifications

• MBA, advanced degree, or relevant professional certification
• Experience implementing or administering an enterprise planning or reporting platform
• Experience with Bloomberg, S&P Global, or similar market data platforms

Compensation & Benefits

• Salary Range: $$$-$$$ (base salary range based on current national market data; ranges may vary based on location)
• Competitive pay varies based on individual experience, qualifications, and other relevant factors.

Location

• Remote position.
• Occasional travel expected, approximately once per quarter, for leadership meetings, planning sessions, vendor engagements, and industry or investor events.

Physical Requirements

• Primarily sedentary work performed in a remote-office or office setting; prolonged periods sitting at a desk and working on a computer.
• Must be able to lift and carry up to 15 pounds.

What Success Looks Like (First 12 Months)

• Strengthen the ALCO materials process so reporting is consistent, timely, well-controlled, and clearly connects balance-sheet insights to management decisions.
• Improve the quality, consistency, and timeliness of business planning, financial analysis, and executive and board reporting, with materials requiring minimal rework.
• Redesign and deliver at least one significant finance process or workflow (including any supporting technology integration) on time and within scope, with measurable reductions in cycle time, manual effort, reporting redundancies, and data inconsistencies.
• Institutionalize at least two key finance activities with documented procedures, defined owners, and controls to reduce key-person dependency and support Finance team evolution.
• Establish a standard initiative-tracking framework so strategic initiatives have clear owners, business cases, milestones, and reported results.
• Serve as a trusted cross-functional partner to executive leadership and the Finance, Accounting, Treasury, Technology, and investment teams, demonstrating ownership of ambiguous, high-priority initiatives and driving measurable outcomes.

Additional Information

• This job is open and accepting applications for a minimum of five days from the date it was posted.
• Equal Opportunity Employer; employment includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.