The Controller is responsible for the preparation and accuracy of internal and external financial organizational reporting, supervision of the accounting team, forecasting, budgeting, and developing and maintaining accounting principles, practices, and procedures to ensure compliance with GAAP. This position supervises three staff in the accounting area, and two staff members in the finance area. This position is responsible for managing the team to ensure that work is properly allocated and completed in a timely, efficient, and accurate manner. This position addresses tight deadlines and a multitude of cost accounting and finance activities including general ledger preparation, financial reporting, ALM reporting and analysis, year-end audit preparation, and the support of budget and forecast activities. The manager will have contact with senior-level executives and the Director which requires strong interpersonal communication skills both written and verbal. This position reports to the CFO, Finance and Accounting.

Major Duties and Responsibilities:

• Compiles, analyzes, and delivers a variety of financial, regulatory, and management reports including the monthly Board packet and other assigned reports.
• Compiles and provides senior management with monthly financial reports and variance analyses. Works with stakeholders to build new reports and ensure accurate and ongoing delivery.
• Manage reporting inputs and outputs with particular attention to the underlying data that is used and ensure that the components are valid and accurate.
• Oversees the day-to-day operations of the accounting team:
• Plans and directs the development and implementation of the accounting system to improve efficiencies.
• Responsible for the management, direction, and operation of the general accounting and finance activities of the credit union such as the general ledger, accounts payable, fixed assets, etc. including updating department policies and procedures.
• Administers the settlement of securities transactions and their cash flows, and manages the accounting and reporting functions for the investment portfolio.
• Ensure that the allowance for loan losses, loan level detail reconciliation, and overall interest income verification are all accurate and appropriate.
• Manages various department and company projects.
• Administer the accurate data flow from the accounting department e.g. loan data to consultants, operational data to professional service partners, financial data to networking partners, etc.
• This role is responsible for the employment, counseling, performance evaluation, training, motivation, and discipline of employees.
• Establishes and maintains effective communication and coordination with personnel and with management and sets and manages the goals of the accounting team.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Must be in full compliance with applicable FASB, and NCUA pronouncements and regulations.
• Responsible for quarterly NCUA call reports and other quarterly outputs to vendors and outside professionals.
• Responsible for the annual financial statement audit including the coordination with auditors, preparation of draft statements and disclosures, preparation, and review/preparation of auditor requests.
• Serves as the primary contact for the financial statement audit.

Knowledge and Skills:

• A degree from an accredited college or university in Accounting is required. CPA or a graduate degree preferred, public accounting experience a plus.
• Five years to ten years of similar or related experience Accounting experience with 3 or more years of experience managing and coaching small to moderately-sized teams, as well as direct supervisory experience.
• A significant level of trust, credibility, and diplomacy is required. In-depth dialogue, conversations, and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.
• Communications may involve motivating, influencing, educating, and/or advising others on matters of significance.
• Typically includes subject matter experts as well as first-level to middle managers.
• Excellent analytical skills, people skills, and self-direction Proficiency with PC accounting, spreadsheet, and word processing software Background in financial data processing systems preferred Strong analytical and communication skills required.
• Must be able to work in groups. Strong prioritization and time management skills Strong presentation skills that allow for tailoring items to specific groups.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergencies. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local and area travel as a driver. Must be capable of regular, reliable, and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in a climate-controlled private office with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and work effectively either on your own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various complicated written and oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)