Job Description

Bank ALM/Planning Director – To $155K – Boca Raton, FL – Job # 3457

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our community bank client is seeking to fill a Bank ALM/Planning Director role in the Boca Raton, FL area. They are seeking a dynamic, innovative individual to oversee all the bank’s accounting functions. This senior leader will have a track record of providing successful growth strategies for various banks. They will guide the organization’s financial area toward growth and expansion.

This position offers a competitive salary of up to $155K and a full benefits package. (This is not a remote position)

Bank ALM/Planning Director responsibilities include:

Directing all financial activities, including reporting, planning, supervision, and investments for all the organization.

Helping the Executive Team in forecasting, budgeting, and preparing for the next level.

Preparing and filing annual tax returns or preparing financial information so that outside accountants can complete tax returns.

Preparing or directing the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.’=

A member of or Chairman of the bank’s ALCO committee.  Must have a strong ALM modeling and forecasting background 

Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.

Maintaining current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Conducting or coordinating audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.

Receiving, recording, and authorizing requests for disbursements in accordance with company policies and procedures.

Monitoring financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.

Monitoring and evaluating the performance of accounting and other financial staff, recommending, and implementing personnel actions, such as promotions and dismissals.

Coordinating and directing the financial planning, budgeting, procurement, or investment activities of all or part of the organization.

Developing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.

Analyzing the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.

Leading staff training and development in budgeting and financial management areas.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

Bachelor’s degree in finance and accounting from a four-year college or university required (Master’s Degree Preferred).

CPA designation preferred.

Must have extensive experience with a bank of at least $1B in assets  

Seven or more years of related experience and/or training; or equivalent combination of education and experience.

Proficient in PC software such as Excel, Word, and Access.

Excellent attention to detail and emphasis on accuracy.

Excellent communication skills: verbal, listening, and written.

Ability to work well under pressure, set priorities, meet deadlines, and resolve highly complex financial problems.

The next step is yours. Email us your current resume along with the position you are considering to:

[email protected]

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