Lexington – Controller (106570)

Sarah has been a Controller / Acting CFO for five years and enjoys all elements of bank accounting and finance.

She is seeking an opportunity with an Ohio Valley area bank

Sarah’s career skills as a Controller / Acting CFO include:

  • Complete month-end procedures, including closing entries and financial statements. Complete budget-to-actual variance analysis. Provide monthly forecasting reports. Complete monthly Plansmith file.
  • Prepare the annual budget.  Coordinate with department managers to determine their needs for the upcoming year.  Calculate the fees charged for the upcoming year.
  • Oversee daily accounting function. Review general ledger entries and various account reconcilements. Review and approve payables for data center and affiliate subsidiaries.
  • Supervise a department of three that handles the accounting function for the data center, the holding company, and the lead bank.
  • Implemented additional internal controls to further departmental efforts of segregation of duties.
  • Oversee vendor management function.  Perform review of financials and SOC reports for the corporation’s critical vendors. Complete risk assessments for vendors.
  • Compile monthly statistics on key operations (i.e. remote deposits, internet banking, etc.). Prepare comparative financial statements and analyses of financial condition.
  • Serve as backup to the CFO of lead bank. 
  • Reviews the Allowance for Loan Loss Reserve calculations for each of the affiliate banks
  • Participate in monthly ALCO meetings. Assist in month-end close, annual EVE analysis, quarterly Call Report, and various projects, as needed.
  • Help develop Company’s strategic plan.
  • Work directly with auditors (internal and external) and regulators (FDIC and Federal Reserve).
  • Provide cost-benefit analysis for major products (i.e. internet banking, EFT).  Served on implementation team for product conversions.
  • Coordinated RFP for SOC audit; saved the company in excess of 20% on the annual fee.
  • Served on Product Committee to explore new product initiatives.
  • Audited affiliate banks for regulatory compliance.
  • Completed SOX compliance testing.  Helped redesign SOX testing program to improve efficiency and effectiveness.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.