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Job Opening: Finance Manager


Established in 1996, Community Bank of the Bay is an independent, community-focused bank with over 20 years of active financial investment in businesses and individuals in the San Francisco Bay Area. Our mission is to foster and promote economic development in the communities we serve.

At Community Bank of the Bay, we take the time to listen, understand, and develop customized financial solutions that support the unique needs of our business banking clients. Through community partnerships, civic engagement, nonprofit stewardship, and a meaningful approach to our client relationships, we strive to offer the tools and resources necessary for equitable development and economic opportunity.

Community Bank of the Bay (CBB) is a member of the FDIC, an SBA Preferred Lender, and a CDARS depository institution, headquartered in Oakland, CA with offices in Danville and San Mateo. We are also California’s first FDIC-insured certified Community Development Financial Institution (CDFI) and have been awarded 18 Bank Enterprise Awards since 1997 from the federal CDFI fund to use in service to distressed communities. CBB is the first and only bank in the Bay Area to sign the Anti-Displacement Code of Conduct, which advocates for sustainable investment that allows local communities to thrive.


We are looking for a detail-oriented and strategically minded Finance Manager to join our finance team. The Finance Manager is responsible for implementing and managing an asset/liability model for the Bank; overseeing financial and regulatory reporting; assisting with liquidity, investment, and capital management; financial planning and budgeting; preparing projections; and performing other research and analysis as may be required by the Bank’s CFO and CEO.

To be successful as a Finance Manager, you should be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. You should also have strong accounting, analytical, organizational, and problem-solving skills; be able to present financial information and models in a concise and easily comprehensible manner; and be able to read, understand, and present legal and regulatory information pertaining to bank financial management activities.

  • Location: Oakland
  • Job Type: Full-time

Duties and Responsibilities

  • Manages asset/liability modeling and generates various analyses.
  • Determines amount and sources of funds required to meet current and planned commitments.
  • Assists with treasury activities and investment portfolio management.
  • Assists with capital management, including stock options tracking.
  • Analyzes and reports on current financial status.
  • Assists with budgeting and monthly variance reporting.
  • Coordinates with CFO and the executive team on long-term financial planning.
  • Develops financial projections and builds financial models.
  • Forecasts quarterly and annual profits.
  • Prepares capital asset cost and ROI projections, monitors and reports results.
  • Performs research and analysis as required.
  • Ensures compliance with financial guidelines, company policies, and relevant legal regulations.



  • Bachelor’s degree in finance, accounting, or a related field. MBA is a plus.
  • Relevant professional certification (e.g. CFA) is a plus.


  • Hands-on experience with and knowledge of financial asset/liability modeling software.
  • Expertise in MS Excel and financial database software.
  • Familiarity with stock option tracking software a plus.


  • Minimum of 5+ years of finance experience.
  • Alternatively, Master’s degree and 3+ years of experience.


  • Strong organizational and multitasking skills.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to present financial data using detailed reports and charts.
  • Strong analytical/strategic thinking and problem-solving skills.
  • Proven ability to work in a team environment while professionally interacting with all levels of personnel.


Community Bank of the Bay is an Equal Opportunity Employer and hires qualified candidates without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. Job candidates must be legally eligible to work in the United States.