Charles River CFO, Inc.

Financial Planning and Analysis

• Prepare and review financial statements and regulatory filings to ensure compliance with applicable accounting standards and regulatory requirements
• Serve as the primary liaison with internal and external auditors, regulators, and examiners; provide requested documentation and support audit and examination processes
• Oversee and maintain the integrity of the general ledger and chart of accounts to ensure accurate financial reporting and operational visibility
• Monitor organizational cash balances, liquidity, and funding requirements; support cash management and treasury activities
• Review financial transactions and reporting activity to identify variances, risks, or unusual activity and ensure appropriate resolution
• Review and approve financial reports prepared by accounting staff, ensuring accuracy, completeness, and compliance with internal and external requirements
• Oversee accounts payable and financial operations processes and collaborate with cross-functional teams on financial analysis and reserve calculations, as applicable
• Oversee secure transfer of funds and ensure proper controls and procedures are followed for financial transactions
• Participate as a key member of the leadership team, contributing to financial strategy, risk management, and organizational planning
• Lead the annual budgeting process and provide ongoing financial forecasting and performance monitoring
• Support asset and liability planning, investment oversight, and long-term financial strategy development
• Coordinate with external partners on tax preparation, compliance, and financial reporting matters
• Lead or support special financial projects, system improvements, and operational initiatives as needed
• Implement departmental and organizational financial strategies aligned with overall business objectives
• Ensure compliance with all applicable laws, regulations, and internal policies related to financial operations and reporting
• Promote strong internal controls, risk management practices, and operational integrity across the finance function

Interim CFO, Community Banking

Recruitment

• Source, evaluate, screen, and recommend qualified candidates, with a focus on assessing overall “fit” through effective interviewing
• Partner closely with internal stakeholders to develop and execute recruiting strategies aligned with hiring goals
• Utilize creative sourcing techniques to identify both active and passive candidates
• Research and recommend new sourcing channels and recruiting tools
• Build and maintain a strong pipeline and candidate database through ongoing networking and outreach
• Deliver a high-touch, professional candidate experience from initial contact through offer

PT Talent Acquisition Specialist, Recruiter

• Provide strategic and operational financial leadership to CRCFO clients in the real estate sector
• Engagements typically range from 0–30 hours per week, depending on client needs and project scope

Interim CFO, Community Banking

PT Talent Acquisition Specialist, Recruiter

Fractional PT CFO – Real Estate