Chief Financial Officer – Institutional Asset Management
 

 One of the nation’s largest financial holding companies. Our Customer Champion brand promise. The company operates through an extensive banking network in Ohio, Michigan, Pennsylvania, Indiana, Kentucky, Illinois, and Missouri and also serves customers in selected markets nationally. Our core businesses include commercial and retail banking, consumer finance, asset management, and mortgage financing and servicing.

The CFO of Institutional Asset Management (IAM) will lead the Senior Management team in all aspects of financial planning and strategic analysis. The business consists of the Investment Management Company, Retirement Plan Services, Taft-Hartley Services, Stock Transfer Services, Custody and Escrow Services, and Bond Administration. Sales occur across several sales channels. The CFO of IAM will manage a team.

Primary responsibilities of the role require leadership on three fronts:
· Ensuring the accuracy and integrity of financial reporting, forecasting, and budgeting,
· Shaping and leading high-impact analyses to drive management decisions, and
· Proactively identifying value-adding financial opportunities and providing thought leadership on strategic issues.

The CFO will frequently lead senior management discussions, and is expected to earn that “seat at the table” as a business partner who brings insightful analysis and consistently raises the bar for performance. Areas of special strategic focus will include:
· Product profitability
· Marketing spend effectiveness
· Business line strategy, including acquisitions, channel strategy, etc.
· Capital and/or technology investments
· Growth strategy and long-term profitability outlook

This position is a direct report to the Corporate Controller, and will have a strong dotted line relationship to the Executive Vice President of Institutional Asset Management.

Qualifications - The ideal candidate will have 10+ years of financial analysis and business leadership experience within the banking industry. Experience within institutional asset management is highly preferred. The CFO must have the ability to develop and oversee complex financial modeling and analysis, including spreadsheet tools. A Bachelor’s degree is required; MBA or other advanced degree highly preferred.

In addition, the successful candidate must possess strong interpersonal relationship skills, be a strong problem solver and critical thinker, and have the ability to effectively influence business decisions with senior management. Thought leadership must include strategic thinking and innovation. The CFO will have strong leadership skills, be an outstanding team player, have a competitive spirit, and have a clear track record for achievement.