# Controller at Upcoresolutions in Oakland, United States -…

> Source: https://confidential.careers/job-detail/controller-upcoresolutions-oakland

# Controller

Upcoresolutions 

** Oakland, United States ** Full Time ** Finance Jobs ** United States ** New

[Apply Now](https://confidential.careers/go/12527096) ** Save 

## Job Description

### Job Description

Job Description Our client is seeking and currently partnering with a well-established, community-focused bank to identify a Comptroller/CFO to join their leadership team.

This organization is known for its relationship-driven approach, local decision-making, and family-first culture. It offers the kind of environment many banking professionals are looking for—collaborative, stable, and not overly corporate—where leadership is accessible and employees are valued beyond their output.

**The Role**

This position is responsible for overseeing all financial activities of the bank, ensuring financial stability, regulatory compliance, and strategic growth. They act as a key advisor to the CEO and board, especially on financial risk and capital management.

**Key Responsibilities**

**1. Financial Strategy & Leadership**

- Develop and execute the bank's financial strategy aligned with business goals
- Advise executive leadership on financial planning and growth opportunities
- Support mergers, acquisitions, and investment decisions

**2. Financial Reporting & Compliance**

- Ensure accurate and timely financial reporting (monthly, quarterly, annual)
- Oversee preparation of financial statements in line with standards like GAAP/IFRS
- Ensure compliance with banking regulations (e.g., capital adequacy, liquidity rules)
- Liaise with regulators, auditors, and rating agencies

**3. Risk Management**

- Monitor financial risks including credit, market, and liquidity risk
- Work closely with CRO (Chief Risk Officer) to maintain risk frameworks
- Ensure proper internal controls and financial governance

**4. Capital & Liquidity Management**

- Manage capital structure and adequacy (Basel III requirements, stress testing)
- Oversee liquidity planning and funding strategies
- Optimize balance sheet performance

**5. Treasury & Investment Oversight**

- Supervise treasury operations, including cash flow and funding
- Manage investment portfolios and interest rate risk
- Oversee asset-liability management (ALM)

**6. Budgeting & Forecasting**

- Lead annual budgeting process and long-term financial planning
- Analyze financial performance and variances
- Provide forecasts to guide decision-making

**7. Cost Control & Efficiency**

- Identify cost-saving opportunities and improve operational efficiency
- Monitor expense management across the bank

**8. Stakeholder Communication**

- Present financial results to board members and investors
- Maintain relationships with regulators, analysts, and shareholders

Posted August 4, 2026