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Company: Valley Bank
Location: Phoenix, AZ
Career Level: Director
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include but are not limited to:

  • Serve as member of Dudley executive management team and guide President on financial aspects of the organization to meet profitability and return goals.
  • Responsible for managing all financial aspects of the organization, accounting (A/R, A/P, Reconciliations, Tax) budgeting, reporting, planning and audit along with the extensive management and reporting services for special purpose tax credit entities.
  • Manage and provide leadership to accounting, tax and finance employees. Foster a culture of adaptability and innovation, enabling the finance function to respond effectively to rapidly changing business conditions and market dynamics.
  • Produce cost benefit analysis for identified acquisition targets and new market opportunities.
  • Oversee tax strategy, compliance, planning, and risk management, ensuring optimization of tax position and adherence to changing regulations.
  • Lead financial reporting and accounting department in transactional financial activities including negotiation, review, and execution of complex legal and financial documents.
  • Provide support to transaction/marketing team in determining GAAP treatment for parties investing in tax credit transactions.
  • Lead client relations activities, including maintaining strong relationships with investors and community development entities.
  • Assist with implementation of strategic business plans for multiple business verticals.
  • Review financial information to provide cost controls through the budget reporting process and seek profit opportunities on an ongoing basis.
  • Responsible for oversight of the Company's critical and significant accounting policies.
 


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