Chief Financial Officer

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Job description

Due to an upcoming retirement, S&W has been retained by the Massachusetts Bankers Association ("MBA," ) to manage the search for the organization's next Chief Financial Officer ("CFO"). The MBA is a 116-year-old, diversified trade association that serves approximately 120 banks in Massachusetts, as well as dozens of Associate members. The association's primary purpose is to provide advocacy at the state and federal level to its members, as well as quality products and services that enhance the interests of those members, ranging from its group insurance trust to educational seminars. In terms of its size, diversity of offerings, and overall reputation, the MBA is widely regarded as one of the top state banking associations in the country. The MBA's revenues come primarily from membership dues, educational conferences and seminars, and affiliate offerings. As a non-profit, the association is governed by a board of directors with elected board officers. Following the retirement of its longtime CEO, the Association conducted a national search and in 2020 selected Kathleen Murphy as its next chief executive.

Reporting to the CEO, the CFO will join a small and collaborative leadership team and play a key role in the ongoing evolution and modernization of this important non-profit. In addition to the overall financial management of the MBA, the CFO will also oversee the finance and accounting functions of the association's subsidiaries and charitable foundation, as well as those of the Rhode Island Bankers Association. The role will present to, and collaborate with, the Board of Directors on a regular basis and liaise with key external partners, including but not limited to audit and law firms and the financial advisor responsible for the MBA's investment portfolio. We are seeking an exceptional finance and accounting professional for this highly visible role with demonstrated technical expertise, leadership abilities, and strategic vision. The MBA offers a very competitive benefits package, which includes multiple retirement plans, generous PTO and sick leave, as well as health, dental, vision, life and disabilities insurance.

For additional information, or to arrange a confidential conversation, please contact:

Cameron Boyd, Managing Partner, Financial Services () or

Zach Zimmerman, Associate, Financial Services ().