Cfo bank auditor McAllen Texas ref

 Cfo cpa bank McAllen Texas ref

Experience level: Executive Experience required: 5 Years 10 Months Education level: Bachelor’s degree Job function: Accounting/Auditing Industry: Banking Compensation: View salary Total position: 1 Relocation assistance: Yes

CLIENT NAME: National Bank

Among other duties, the Chief Financial Officer manages the processes for preparation of consolidated financial statements for the company in conformity with generally accepted accounting principles.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.

• Manages the processes for preparation of consolidated financial statements for the company in conformity with generally accepted accounting principles

• Ensures that accounting and reporting policies are followed and conform to general practices within the banking industry

• Reviews and determines correct accounting estimates, which are an integral part of the financial statements

• Manages the external financial reporting activities to assure integrity, timeliness and conformity to applicable laws and regulations (OCC, FDIC and other applicable federal and state banking authorities)

• Manages internal financial reporting and analytical activities

• Evaluates & manages the effectiveness of internal controls relative to financial accounting

• Coordinates examinations by independent public accountants, prepares statements for financial audit

• Integral in the preparation of financial budgets for the company

• Manages the hiring, daily activities, coaching, evaluating and counseling of reporting staff

• Participates in job specific training and other various Bank training programs, as necessary

• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy, and ensures adherence by the respective department personnel

• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations, and ensures adherence by the respective department personnel

• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML, and ensures adherence by the respective department personnel

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• A self-starting team player who possesses a BBA in Accounting or Finance and is a Certified Public Accountant (CPA

• Must have a minimum of five years in public accounting related directly to the Commercial Banking industry or ten years of comparable Banking industry experience in commercial bank accounting, financial reporting, and analytics.

• Strong managerial skills and the ability to guide and direct a group of officers and employees are essential

• Must be PC literate, have strong Excel spreadsheet and budgeting software skills

• Problem solving skills and the ability to make sound financial decisions, as well as flexibility and professionalism

• Attention to detail and a high degree of mental concentration are required, as well as the ability to change quickly from one task to another

• Good organizational, interpersonal, and communications skills are also required

• Must be able to meet deadlines, work in a fast paced environment, and perform a variety of tasks with numerous interruptions

• Bilingual in English and Spanish is desired

ORGANIZATION

• This position reports to the Chief Financial Officer of Bancshares

• This position oversees the Finance division

MUST HAVES

CPA

BBA Accounting - Financial

Must have a minimum of five years in public accounting related directly to the Commercial Banking industry or ten years of comparable Banking industry experience in commercial bank accounting, financial reporting, and analytics.

1.) What does the candidate know about McAllen, and the RGV area?

2.) What is the candidates motiviation for change? Why are they leaving current position?

3.) Please elaborate on the candidate's experience in the commercial banking industry.

4.) Does the candidate have an Active CPA?

5.) Please provide the link to candidate’s LinkedIn profile:

6.) What is the candidate’s work authorization status?

7.) What is the candidate’s highest level of education?

8.) Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details.

9.) What is the candidate’s desired total compensation? (Please specify base salary vs. commission/bonus expectation)

10.) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e.g. timeline, relocating with family, selling/buying property)

Please take the time to accurately and completely fill out this form by answering each specific
question. Not only will we refer to it regularly, but this information may also very well be shared Gift 101with clients
interested in interviewing you. The better we know what you want the better positions you will
see.

Name:
Please give us the best email and phone number to contact you.
1. What is motivating your decision to leave your current job?
2. Describe your search activity over the past 3 to 6 months. Are you selectively searching or
actively looking at this moment?
3. Do you have the appropriate citizenship or visa to work in the US without restriction or time limit?
4. Describe in detail what you would be doing in your ideal next position. Who would you report to, who
would report to you, what types of projects would you be working on? The more detail you provide
the better for us to understand your career aspirations.
5. Where in your area are you willing to work? How far are you willing to travel to and from
work? Are you willing to relocate? If yes, to what area? If relocation is of interest, what
hurdles will you have to overcome before starting a new position?
6. What type of relocation package do you require?
7. What is your availability?

8. Do you have a non-compete or a reimbursement clause?
9. What are you looking for in compensation? Please remember that it is my job to get you the
best salary possible from the client. So please complete this area and be honest in the salary
you are looking for now. I do not discuss this with my client.
Base Salary
Target Bonus %
Average Bonus (past 3 yrs.)
Vacation
All Other CompensationBy
10. What are your thoughts concerning your susceptibility to a counteroffer from your current
employer? Have you ever been given a counter offer? Did you accept it or turn it down?
Why?
11. Why are you interested in this opportunity?
12. Promise to stay in touch via email?
 
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Current Compensation:  
Targeted Compensation: market /  
Work Authorization: US
 
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