Strategic CFO Drives Digital Transformation
Financial Services Firm Strengthens Leadership with New CFO
Challenge
Post-merger integration required financial leadership with both traditional banking expertise and fintech innovation experience.
Approach
Approach
We identified candidates with dual expertise in traditional banking operations and digital transformation, focusing on leaders who had successfully managed post-merger integrations.
- Conducted comprehensive stakeholder interviews across both legacy organizations
- Mapped critical success factors for the integration timeline
- Evaluated candidates on both financial acumen and change management capabilities
The selected CFO brought experience from three previous successful bank mergers and a track record of implementing digital finance platforms.
Implementation
The placement process focused on cultural alignment and integration capabilities:
- Week 1-2: Stakeholder alignment and role specification
- Week 3-4: Candidate sourcing and initial screenings
- Week 5-6: Board presentations and reference checks
- Week 7: Offer negotiation and acceptance
Our candidate assessment included case studies on similar integration challenges, ensuring the selected leader could navigate the complex regulatory and operational landscape.
Results
"The CFO we placed has been instrumental in our digital banking transformation while maintaining fiscal discipline."
CEO, Regional Bank