Dudley Ventures Chief Financial Officer – Phoenix, AZ

At Valley Bank, we believe in people’s growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we’ve been the Bank that clients from every industry turn to for our expertise, strategies, and advice–building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth–with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.
At Valley, we’re all driven by an ambition that goes deeper than just having a job. That’s why when you work for us, we make it our goal to help you focus on what drives you–working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we’re a relationship bank built for growth, that’s not just reserved for our clients–that includes all our associates as well.
The DV Chief Financial Officer (CFO) is responsible for the direction of all major financial initiatives and aspects of Dudley Ventures including preparation of current financial reports, summaries, forecasts for future business growth and general economic outlook. The CFO will play a critical role in developing and implementing business strategy as an advisor to executive management, evaluating and assisting them with the annual budget, long-term strategic financial plan, and economic performance. This position directly supports the efforts and responsibilities for all the Financial Reporting and Accounting Department activities of Dudley Ventures, which cover the entire breadth of reviewing, monitoring, managing and reporting of transactions across a multitude of asset classes. It also acts as a liaison for external advisors, including valuation experts, actuaries, and auditors.

• 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.

• Broad finance experience with ability to leverage financial acumen to inform strategic decision making.
• Proven track record of success in business planning, budgeting and P&L management.
• Proven ability to partner cross-functionally with advisory and compliance services, marketing, and HR to align financial strategies with business objectives.
• Detail-oriented with an ability to critically analyze financial data and reports, including ability to interpret and convey complex legal and financial documents with precision.
• Strong governance and compliance skills along with experience in a public company environment.
• Strong negotiation and follow up skills, be a self-starter and goal oriented.
• Superior analytical skills.
• Knowledge of database and accounting systems to supply the most accurate financial information.
• Ability to work in a fast-paced, deadline driven environment that requires the management of multiple complex entities.
• Proficient in Microsoft software (Excel, Word, Power Point, Outlook, etc.) and the ability to work with many different general ledger and accounting software packages.
• Good working knowledge and understanding of accounting processes and required internal control and procedural documentation.
• Effective communicator (both verbal and written); effectively interacts and collaborates with team members and business partners.
• Experienced recruiting, hiring and training new team members.
• Ability to create efficiencies or solutions for existing or unexpected situations.

• Bachelor’s Degree in Accounting and minimum of 10 years Finance related experience at both large public companies and smaller companies.
• CPA required. In lieu of, MBA degree would be minimum education required.

• Minimum of 5 years of experience in a large CPA firm.
• Minimum of 10 years of experience managing team of financial professionals at various levels.