Executive Searches
 

Finance Practice: 2024 Year in Review

 

 

Stuart T. Smith

Senior Vice President & Principal

Below are select search highlights from 2024.
 
 

Chief Financial Officer for a Privately Held Industrial Real Estate Company

 

The Chief Financial Officer (CFO) will oversee the accounting and finance functions, focusing on fund management, banking relationships, forecasting, and strategic planning within the real estate sector. This role requires leadership at the executive level, driving cohesion across teams and partnering with stakeholders to enhance organizational effectiveness. The CFO will assess current capabilities and identify resources needed to strengthen the team while maintaining strong relationships with third-party providers and auditors.
 
The ideal candidate has a minimum of 12 years of experience in real estate finance and accounting, with a proven track record of managing diverse teams and contributing to executive leadership. Strong team-building skills, the ability to evaluate and enhance operations, and a collaborative approach are essential for success in this role.

 
 

Chief Information Officer for a Top Performing Public Community Bank

 

The Chief Information Officer (CIO) will drive the company’s technology strategy, aligning it with business goals to enhance customer experience, revenue growth, and operational efficiency. This leader will develop and execute a technology roadmap while overseeing critical functions such as enterprise solutions, network and systems administration, technology operations, and data governance. The CIO will play a pivotal role in leveraging technology to create business value and competitive differentiation, partnering with the executive team to ensure technology solutions meet strategic objectives.
 
The ideal candidate will have 15+ years of senior technology leadership experience, preferably within banking or financial services. They must demonstrate a strategic mindset, broad technical expertise, and the ability to balance current operational needs with future enhancements. A collaborative leader, the CIO will work effectively across teams, from setting the technology vision to managing hands-on operations like the help desk, ensuring seamless IT performance that supports growth and innovation.

 
 

Chief Data & Analytics Officer for a Privately Held Financial Services Firm

 
The Chief Data and Analytics Officer will lead the organization’s data ecosystem, leveraging insights to unlock commercial value and drive productivity and efficiency. This executive will collaborate across the company to deliver world-class data and analytics solutions, with expertise in big data technologies, data engineering, and analytic platforms. They will use data-driven insights to enhance customer understanding and develop innovative products and services, aligning data strategies with broader business goals.
 
The ideal candidate will have 15+ years of experience in data and analytics, including at least five years in senior leadership roles. They must demonstrate strong business acumen, leadership skills, and the ability to drive growth through analytics and insights. This role requires a results-oriented, resourceful leader with superior influencing skills, technical expertise, and the ability to build high-performing teams. Proven success in inspiring confidence, fostering cross-functional collaboration, and building best-in-class data capabilities is essential.

 
 

Chief Credit Administrative Officer for a Top Performing Public Community Bank

 
The Chief Credit Administrative Officer (CCAO) oversees the quality and management of the bank’s lending portfolio, providing leadership to credit officers, analysts, and SBA credit teams. This role ensures adherence to credit policies and procedures, evaluates and implements process improvements, and enhances the bank’s credit risk framework. Responsibilities include approving and reviewing loans, managing loan portfolio risk, and identifying growth opportunities while maintaining compliance with regulatory standards. The CCAO also serves as a key liaison with the Board of Directors, regulatory agencies, and partner departments to support operational and risk management goals.
 
The ideal candidate will bring 15+ years of financial industry experience, including at least 10 years in credit-related roles within community and commercial banking. A broad credit background spanning ABL, leveraged finance, municipal, and syndication deals is highly desirable. This leader must excel at fostering collaboration between credit and commercial sales teams, balancing client needs with the bank’s risk priorities. The CCAO should demonstrate a proven ability to drive operational efficiencies, develop high-performing teams, and navigate the complexities of a growing institution.

 
 

Deputy Chief Credit Officer for a Top Performing Public Community Bank

 
The Deputy Chief Credit Officer, reporting to the Chief Credit Officer, manages credit administration and serves as a “first line of defense” within the bank’s credit risk framework. This role oversees loan approvals, portfolio management, and reporting to ensure compliance with policy guidelines and secure collateral documentation. Additionally, the Deputy Chief Credit Officer leads efforts to prevent loan losses, identify growth opportunities, and improve operational processes to mitigate risks, enhance efficiency, and streamline functionality. This leader actively supports team members with complex underwriting and fosters strong collaboration with internal and external partners, including lending, legal, and loan servicing teams.
 
The ideal candidate will have over 15 years of credit experience, primarily in commercial banking, with expertise across CRE, C&I, ABL, leveraged finance, and municipal segments. They should possess strong skills in structuring, approving, and monitoring diverse credit portfolios. This hands-on leader must thrive in a dynamic environment, balancing strategic priorities with daily operational responsibilities. A focus on refining credit culture through people, processes, and procedures, coupled with a passion for growth and team success, is essential.

 
 

Head of Treasury Management, Sales for a Top Performing Regional Bank

 
The Head of Treasury Management, Sales, will lead and grow the company’s treasury management team, driving strategies for cash management, payments, and risk mitigation while ensuring a seamless customer experience. This executive will focus on leveraging the full suite of treasury products and services to differentiate the company and position it as a market leader. With a keen understanding of client needs—such as reliability, speed, and security—this leader will align treasury management capabilities with evolving customer demands and industry trends to enhance the company’s competitive edge.
 
The ideal candidate will have at least 15 years of experience in commercial banking, with expertise in leading treasury management sales functions and developing new business. They should possess a deep knowledge of working capital management, payment systems, and associated treasury products, paired with a proven ability to expand client relationships across diverse commercial sectors. Strong leadership skills and an understanding of the critical role treasury management plays in risk mitigation and customer success are essential for this role.

 
 

Controller for a Privately Held Industrial Real Estate Company

 
The Controller, reporting directly to the Chief Financial Officer (CFO), will oversee a three-person team responsible for all financial reporting and accounting operations. As a key leader within the organization, this role will ensure rigorous financial processes and best practices, on par with public reporting standards, to support seamless internal and external communication across the portfolio. The Controller will work closely with the CFO and CEO to enhance financial performance, implement process improvements, and provide critical insights that influence business decisions while monitoring the portfolio’s financial health.
 
The ideal candidate will bring over 10 years of experience in accounting and finance, including leadership roles in real estate or similarly dynamic industries. They should have a proven ability to develop and implement best-in-class accounting and reporting strategies, ensuring speed, accuracy, and actionable analysis for senior leadership and the board. Strong EQ, IQ, and confidence in collaborating with executives and presenting to stakeholders are essential, alongside a demonstrated track record of driving financial and operational improvements in growth-oriented organizations.

 
 

Vice President, Treasurer for a Privately Held Financial Services Firm

 
The Vice President, Treasurer will lead the company’s global treasury operations, overseeing financing, cash management, forecasting, foreign exchange, banking relationships, and the investment of surplus funds. Reporting directly to the Chief Financial Officer (CFO), this role is critical in managing the company’s financial health and liquidity while ensuring regulatory compliance and optimizing cash flow. They will direct international treasury activities and play a key role in aligning treasury strategies with the company’s broader financial objectives.
 
The ideal candidate will have 15+ years of experience in financial services, banking, or technology, with a proven track record of leading corporate treasury functions. Expertise in capital markets, liquidity management, foreign exchange, financial risk management, and operational alignment is essential. This executive should bring a balance of technical proficiency and strategic vision, with experience driving process improvements and managing banking relationships. Partnering with the recently appointed Chief Financial Officer, they will deliver a forward-thinking treasury function that supports growth and innovation.

 
 

Director, Consumer Operations for a Top Performing Public Community Bank

 
The Director, Consumer Operations will lead the company’s consumer strategy, operations, and customer experience across 54 retail branches and a 600-person team. This executive will ensure a consistent and high-quality customer experience while managing operational efficiency and risk. The role involves collaborating with branch teams, technology, and risk management to align with the company’s strategic goals and report directly to the Managing Director, Consumer Banking.
 
The ideal candidate will have at least 12 years of experience in retail or consumer banking, including five years in a leadership role at a mid-sized or regional bank. This leader should be adept at driving consistency across branches, improving account opening processes, and enhancing Treasury Management and online banking. A strong vision for the future of consumer banking, the ability to manage high-impact projects, and a commitment to continuous improvement will be essential for success.

 
 

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