Confidential Company

Lead and grow a specialty deposits team focused on niche market segments, drive revenue growth, manage risk and relationships, and oversee acquisition and marketing activities. | 7+ years direct sales experience in financial institutions with expertise in specialty deposits, strong leadership, risk management, and strategic planning skills. | Purpose of the Position The Head of Specialty Deposits is responsible for leading and growing a team of bankers focused on specialty deposit market segments. This specialty team will focus on Title, Escrow, 1031 Exchanges, Trust & Estates, Fintech, and Payment Processor firms, in addition to other deposit rich specialty industries. This role involves driving revenue growth, acquiring new business, and developing and coaching a high-performing team. The candidate will also oversee risk management and relationship management while directing acquisition activities, including conferences and marketing strategy. This position requires strong accountability for achieving business results. Key Responsibilities Revenue Growth: • Drive revenue through acquisition of net new business and expansion of existing client relationships. • Develop and implement strategic plans to increase deposits and profitability within specialty segments. • Set and achieve ambitious growth targets aligned with company objectives. Team Development & Coaching: • Lead, mentor, and develop a high-performing team of professionals. • Foster a culture of accountability, continuous learning, and performance excellence. • Implement training programs to enhance team expertise in specialty deposits. Business Development: • Identify and pursue opportunities to acquire new clients in target markets (Title, Escrow, 1031 Exchanges, Trust & Estates, Fintech, and Payment Processors). • Build and maintain strong relationships with key stakeholders and decision-makers. • Develop strategies for cross-selling and consulting with existing clients on products, services and technology integrations. Risk Management: • Ensure robust risk management practices are in place for specialty deposit portfolios. • Monitor and manage compliance with regulatory requirements and company policies. • Conduct regular risk assessments and implement corrective actions as needed. Relationship Management: • Serve as the Senior Leader point of contact for key client relationships, ensuring high levels of satisfaction and retention throughout the team and portfolio. • Address and resolve complex client issues promptly and effectively. • Regularly review and enhance client engagement strategies to strengthen relationships. • Ensure ongoing relationship reviews which include enhancement opportunities through digital channels. Acquisition Activity: • Plan and execute business acquisition activities, including participation in industry conferences and targeted marketing events. • Develop and manage marketing campaigns and promotional activities tailored to specialty deposits. • Track and analyze the effectiveness of acquisition strategies and adjust as needed for optimal results. Business Line Ownership: • Be accountable for the overall performance of the Specialty Deposits business line. • Set and manage the business line budget, including forecasting and expense control. • Regularly report on business performance, highlighting key achievements and areas for improvement. Self-Accountability: • Hold self and team accountable for meeting or exceeding business goals. • Demonstrate a high level of personal integrity, professionalism, and commitment to results. • Continuously seek opportunities for personal and professional growth to enhance effectiveness in the role The Candidate Experience and Professional Qualifications • Proven experience in Specialty Deposits, with expertise in Title, Escrow, 1031 Exchanges, Trust & Estates, Fintech, and Payment Processing. • Strong track record in driving revenue growth and developing high-performing teams. • Excellent risk management and relationship management skills. • Experience in planning and executing acquisition activities, including conference participation and marketing. • Strong leadership, strategic planning, and communication skills. • Ability to thrive in a fast-paced, dynamic environment and adapt to changing business needs. • Minimum of 7 years of direct sales experience & experience in a financial institution. Education • Bachelor’s degree in: Business, Finance, or a related field; advanced degree preferred. • Relevant certifications in Treasury Management areas are advantageous.

Lead and oversee all financial operations including accounting, budgeting, compliance, audits, cash flow, and financial reporting for a multi-entity construction and development organization. | CPA certification, 10+ years of financial leadership with 5+ years in construction or real estate development, expertise in affordable housing accounting, multi-entity financial management, and supervisory experience. | Job Summary: The Senior Vice President of Finance will lead the financial operations of our growing construction and development organization. This individual will play a key leadership role in driving financial performance, managing risks, and ensuring the financial health of the company. The role is ideal for a CPA with strong affordable housing development and construction accounting experience, who can ensure accuracy, compliance, and efficiency across multiple entities and projects. This high-profile position reports directly to the CEO of ABG, and the President of ABG, and will be a part of the ABG Senior Leadership Team. This leader will bring deep experience in the construction or real estate development industry, strong financial acumen, and a hands-on leadership style. Responsibilities/Duties: 1. Accounting Leadership & Oversight • Lead, inspire, and develop a team of finance and accounting professionals, ensuring alignment with organizational goals while fostering a culture of collaboration, integrity, and continuous improvement. • Ensure accurate and timely monthly, quarterly, and annual closes across all entities, including parent organization, development partnerships, and construction subsidiaries. • Oversee cash management, accounts payable/receivable, and payroll. • Evaluate and improve financial processes, systems, and internal controls. • Lead the annual budgeting process and rolling forecasts. • Monitor performance against budgets and identify areas for improvement. • Prepare and communicate financial statements to stakeholders. • Provide timely and accurate financial statements, job costing reports, and cash flow projections. • Manage cash flow, financing, and working capital needs. • Oversee relationships with banks, lenders, and financial partners. • Lead accurate job cost accounting and reporting. • Implement policies and procedures to safeguard company assets. 2. Compliance and Reporting • Ensure compliance with GAAP and regulatory requirements, including HUD, LIHTC, tax-exempt bonds, and state/local housing programs. • Oversee annual audits, cost certifications, and tax filings for corporate entities and project partnerships. • Ensure compliance with tax laws, insurance requirements, and industry regulations. • Oversee audits and manage relationships with external auditors and consultants. 3. Operations and Strategy • Work closely with the Controller and accounting staff to ensure alignment and accuracy in financial operations. • Partner with executive leadership to develop and execute long-term financial strategy. • Provide data-driven insights and recommendations to support business growth and profitability. • Work with the development team to create and track project budgets from inception to execution. • Work closely with project managers and operations to track project budgets, costs, and profitability. • Identify trends and provide proactive financial insights on underperforming projects. Qualifications: • Bachelor’s degree in accounting or finance. • CPA required. • 10+ years of progressive financial leadership experience, with at least 5 years in construction or real estate development. • Proven supervisory experience leading teams of 5 or more individuals. • Strong background in affordable housing accounting (LIHTC, HUD, tax credit partnerships) and construction accounting. • Proven experience working across multi-entity structures (LLCs, LPs, nonprofit affiliates). • Solid experience with both general contractor (GC) financial processes and real estate development finance workflows. • Extensive experience leading and managing accounting functions for housing development projects, including oversight of financial operations from predevelopment through completion and stabilization. • Deep understanding of development accounting, budgeting, and reporting. • Experience with construction ERP systems (e.g. Premier, Procore, etc.) Relevant Skills/Abilities: • Compliance-oriented – ensures accuracy and adherence to HUD, LIHTC, and audit requirements • Strong written, verbal, presentation, and communication skills to convey complex financial information clearly to stakeholders, including investors, and employees. • Skilled in identifying, analyzing, and solving financial problems for maintaining the company’s financial health. • Strategic thinker with hands-on operational experience • Ability to build and maintain strong relationships with various stakeholders and to collaborate effectively. • Strong leadership skills to guide and lead the finance team in supporting the overall organization. • Make sound, high-stakes decisions that align with company goals while managing risks effectively, using strong analytical, problem-solving, and decision-making skills. • Prioritize tasks and managing multiple responsibilities to meet deadlines without compromising quality. • Proven ability to work cross-functionally in a fast-paced, project-driven environment. Working Conditions: The Senior Vice President of Finance will be based in the corporate headquarters in Yonkers,