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Chief Financial Officer + Amazing Culture + Banking
Chief Financial Officer + Growing Business + Omaha
A well-established financial institution in the Omaha area is seeking a strategic and forward-thinking Chief Financial Officer to join its executive leadership team. This is a high-impact role for a financial leader who thrives at the intersection of strategy, operational execution, and people leadership. The CFO will play a critical role in shaping the organization's financial direction, guiding balance sheet strategy, and partnering closely with executive leadership and the Board of Directors to drive long-term stability and growth. This is an opportunity for an experienced finance leader to influence the future of a respected, community-focused financial institution.
What You'll Do
Serve as a key member of the senior leadership team, helping define and execute financial strategy.
Oversee core financial functions including accounting, finance operations, payments, and facilities.
Provide executive-level financial insights through analysis, forecasting, and performance reporting.
Lead asset-liability management (ALM), liquidity planning, and interest rate risk management.
Partner with executive leadership on strategic initiatives, growth opportunities, and long-term financial planning.
Present financial results, trends, and recommendations to senior leadership and the Board of Directors.
Manage the organization's investment portfolio and funding strategies while maintaining a strong balance sheet.
Guide the annual budgeting and forecasting process and oversee regulatory and financial audits.
Build, mentor, and develop high-performing teams across multiple finance-related departments.
Monitor industry trends and provide financial insight into strategic decisions, including potential partnerships or acquisitions.
What They're Looking For
Bachelor's degree in Accounting, Finance, or a related field (Master's preferred).
CPA strongly preferred.
Proven experience in a CFO, VP of Finance, or Director of Finance role within banking or credit union environments.
Deep understanding of balance sheet management, ALM, liquidity planning, and financial risk management.
Strategic thinker with the confidence to make decisions and guide an organization forward.
Strong leadership and team development experience.
Exceptional communication skills with the ability to engage effectively with executive leadership and board members.
If you're looking for the opportunity to step into a visible executive leadership role where financial strategy, innovation, and community impact intersect this could be the role for you.
For confidential consideration, please click the APPLY button below. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.
Job Number - 3560066SG
Skills:
Accounting, Asset Management, Balance Sheet, Banking Services, Budgeting, Business Growth, Communication Skills, Credit Union, Finance, Financial Analysis, Financial Audit, Financial Liability, Financial Management, Financial Operations, Financial Planning, Financial Regulations, Financial Risk Management, Financial Strategy, Financial Trend Analysis, Forecasting, Head of Finance, Industry/Trade Analysis, Interest Rates, Investment Funds, Leadership, Liquidity, Mentoring, Operational Strategy, Organizational Development/Management, Performance Analysis, Risk Management, Strategic Planning, Team Building
About the Company:
Lutz and Company PC