Chief Financial Officer

Chief Financial Strategy Officer (CFSO)

Location : Berkeley, CA (Hybrid – 2–3 days per week onsite)

Compensation : $225,000 – $250,000 base salary, plus discretionary bonus based on company and individual performance

(No profit share or stock options)

Employee Benefits Overview :

• 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

Overview : Our client is seeking an accomplished Chief Financial Strategy Officer (CFSO) to join its executive leadership team. This position is ideal for a forward-thinking financial leader who brings both strategic vision and hands-on experience. 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.

The ideal candidate will have previous CFO experience and a strong background specifically in banking , including exposure to compliance, credit unions, or other regulated entities (financial services) . This individual should bring strategic creativity—someone capable of thinking beyond the traditional framework to modernize financial approaches, fee structures, and performance strategies for a growing organization. The CFSO reports directly to the CEO and partners with other executives to align financial planning with broader business objectives.

Strategic Leadership :

Build and maintain strategic relationships with banking and financial partners.

Financial Oversight & Management :

Manage external financial relationships, including banks, auditors, and custodians.

Operational and Strategic Excellence :

Support long-term capital planning, including evaluation of investments and financial initiatives.

Leadership & Collaboration :

Serve as a trusted advisor to executive leadership on all financial matters.

Compliance & Risk Management :

Identify and manage potential financial and operational risks.

Qualifications

Exceptional communication and interpersonal skills

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