Incendia Partners · 3 days ago
Chief Financial Officer (Banking exp. Required)
Oakland, CA
Full-time
Hybrid
Director/Executive
$225K/yr - $250K/yr
10+ years expIncendia Partners is seeking an accomplished Chief Financial Strategy Officer (CFSO) to join its executive leadership team. The CFSO will shape the company’s long-term financial roadmap, enhance operational efficiency, and ensure continued fiscal strength in a highly regulated financial services environment.
ConsultingHuman ResourcesRecruitingStaffing Agency
Hiring Manager
David K.
Responsibilities
Define and execute financial strategies that support the company’s long-term business and growth objectives
Provide financial insights and strategic recommendations that drive profitability and innovation
Reassess and modernize existing fee schedules and revenue models to strengthen performance
Build and maintain strategic relationships with banking and financial partners
Lead all financial operations, including forecasting, budgeting, cash flow management, and financial reporting
Oversee the company’s controllership function and ensure compliance with all accounting standards and regulatory requirements
Manage external financial relationships, including banks, auditors, and custodians
Evaluate internal controls, accounting systems, and processes to enhance efficiency and scalability
Identify areas for cost optimization and performance improvement
Support long-term capital planning, including evaluation of investments and financial initiatives
Lead and mentor the finance team, fostering accountability and continuous improvement
Collaborate across departments to ensure financial strategies align with operational goals
Serve as a trusted advisor to executive leadership on all financial matters
Work closely with compliance and controllership teams to maintain regulatory integrity and financial transparency
Identify and manage potential financial and operational risks
Qualification
Required
Bachelor's degree in Finance, Accounting, or a related field
10 or more years of financial management experience, including 3 or more years in a senior leadership as a CFO
Required experience in banking / credit unions
Strong understanding of compliance frameworks, accounting principles, and financial regulations
Strategic mindset with the ability to innovate and modernize financial processes
Excellent analytical, problem-solving, and decision-making abilities
Proven leadership skills with a collaborative and hands-on approach
Exceptional communication and interpersonal skills
Preferred
MBA and/or CPA
Benefits
100% employer-paid coverage for employee dental, vision, basic life/AD&D, short- and long-term disability, and employee assistance program
Employer contributes up to $850 per month toward employee medical plans
401(k) plan with match: 100% match on the first 3%, and 50% match on the next 2%
Student loan repayment and tuition reimbursement programs
Generous PTO and holiday schedule
Company
Incendia Partners
Incendia Partners is a staffing agency that offers consulting, recruiting, and staffing services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rob Recchia
Managing Partner
Recent News
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