Charlotte Rooney-Jones

Senior Partner
USA, New York

Charlotte builds trusted, long-term partnerships in executive search, uniting global insight with boutique agility. Personal and pragmatic, she prioritizes relationships, trust and results.

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Charlotte Rooney-Jones is a Senior Partner at Page Executive with almost two decades of experience in financial services recruitment, specializing in Chief Financial Officer (CFO), Treasury, Regulatory and Finance leadership appointments. She partners closely with CEOs, Boards, and Founders across banking, fintech, and crypto firms delivering agile, relationship-led search solutions that combine global reach with boutique precision. Charlotte leads searches across the full spectrum of finance leadership roles - CFO, Group Treasurer, Financial Controller, Head of Regulatory Reporting, and broader corporate finance functions. Her mandates often center around transformational or newly formed businesses requiring strong governance, structure, and leadership in build-out phases.

Charlotte’s approach is built on genuine partnership, deep listening, and precision execution. She works directly with every client from brief to completion, ensuring alignment, transparency, and a consistently high standard of delivery. Unlike larger search firms, she does not delegate key steps of the process - offering personal accountability, real-time communication, and a commitment to understanding each client’s unique culture and strategic goals.

Charlotte builds long-term, genuine relationships with clients and candidates, offering a personal, non-transactional approach to executive search. Focused on the U.S. financial services market, she collaborates globally to support multinational needs. She combines the credibility of a global firm with boutique agility, delivering tailored and proactive search processes. Known for speed without sacrificing quality, she identifies niche finance talent with strong cultural alignment.

Industry

Industry

  • Financial Services

Function

Function

  • CFO & Financial Management

Recent Track Record

Charlotte has successfully executed senior mandates across banking, fintech, digital assets, and private markets—partnering with founders, boards, and global financial institutions to build out new leadership teams and critical control functions.

  • Chief Financial Officer – FinTech start-up | Built first finance and control infrastructure from inception
  • Chief Financial Officer – Multi-asset Family Office | Oversaw portfolio growth and institutionalization of finance
  • Controller – Newly chartered U.S. Bank | The bank’s first hire; established full accounting and regulatory framework
  • Controller – Real Estate–focused Private Equity firm | Scaled reporting and operational finance capability
  • Head of Treasury, Americas – Newly formed Bank | Designed and implemented the bank’s U.S. treasury function
  • Global Treasurer – S&P Global | Led global liquidity, funding, and capital management strategy
  • Vice President, Treasury – S&P Global | Core leadership succession within global treasury organization
  • Head of U.S. Finance – Cryptocurrency start-up | Built core finance, audit, and control processes for scaling growth
  • Director, Regulatory Reporting – Large Foreign Bank | Strengthened U.S. regulatory reporting and capital governance
  • Head of Operations – Newly established Bank | Set up operating model and middle-office infrastructure
  • Executive Director, Regulatory Projects – Global Foreign Bank | Delivered complex transformation and remediation programs
  • Head of Resolution Planning – U.S. Bank | Drove regulatory strategy and recovery/resolution submissions

Testimonials

Charlotte blends the professionalism of a global firm with the warmth and agility of a true partner. Every interaction feels personal, strategic, and high-caliber.
CFO, , Global Financial Institution

Her understanding of treasury and finance is exceptional. She knows the nuances of each role and doesn’t waste time with misaligned profiles.
Group Treasurer, Fintech Bank,

The process management was flawless - structured, transparent, and genuinely collaborative. We felt she was part of our internal leadership team.
CEO, U.S. Challenger Bank,

Get in touch with Charlotte Rooney-Jones

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