Controller

SUMMARY:

The Controller is a management position responsible for overseeing the daily operational and compliance aspects of the Finance Department. Perform all job responsibilities as noted below including the daily supervision of Finance employee(s), in a manner that will ensure compliance with regulatory issues as well as all Credit Union policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

·         Ensures liquidity levels meet the Credit Union’s needs while maximizing income.

·         Ensures the maintenance and accuracy of the ALLL model.

·         Works directly with ALM vendor to produce ALM/IRR reporting for analysis and strategy development.

·         Provide back-up for completing the NCUA 5300 Call Report.

·         Develops investment strategies, conducts investment activities and monitors the portfolio for optimal performance and compliance with the approved Investment Policy.

·         Ensures investments are accounted for in according with GAAP.

·         Ensures the investment reports for management and the Board of Directors are adequate.

·         Interfaces with outside auditors and NCUA examiners. Ensures the timely and accurate preparation of audit/exam documents as requested.

·         Prepares the operating budget for the Finance Department and assists with the preparation of the credit union’s annual operating budget.

·         Prepares and provides accurate and timely finance reports for management and the Board of Directors.

·         Ensures procedures are maintained and kept current for department and related activities.

·         Meet established department goals with minimal supervision; update supervisor/leader on all major projects, employee issues and goal progress.

·         Ensure Finance Department employment needs are met including timekeeping, annual performance evaluations, scheduling, training, motivation and coaching in an atmosphere of continuous improvement.

·         Perform job interview/hiring process for employee vacancies as needed.

·         Other duties as assigned.

EDUCATION and/or EXPERIENCE:

A Bachelor's Degree in Accounting from an accredited university required.  Advanced degree in a business related field preferred, plus a minimum of five years’ of progressive management experience in a financial institution or corporation of a similar or larger size.   Requires the ability to lead and supervise others.  Ability to communicate verbally and in writing with others is essential.