Assistant Controller

The Assistant Controller is based in the United States and plays a critical role in a mission-driven financial organization focused on expanding access to capital for small businesses and underserved communities. Key responsibilities include overseeing month-end close, preparing and reviewing regulatory filings, managing loan operations, and supporting audits.

About the role

• Oversee core accounting operations while ensuring accuracy, compliance, and alignment with organizational and regulatory standards.
• Financial reporting, loan accounting, and internal control enhancement in a dynamic environment.
• Lead or review the monthly, quarterly, and annual close process, ensuring accurate GAAP-compliant financial statements and management reporting.
• Prepare and review regulatory filings, including credit union Call Reports, ensuring timely and accurate submissions.
• Oversee end-to-end loan operations including origination, documentation, funding, servicing, and portfolio reconciliation.
• Manage collections processes and ensure proper recording and monitoring of loan performance across systems.
• Review reconciliations, journal entries, and financial transactions for accuracy, completeness, and proper classification.
• Support audit preparation and serve as a key liaison for external auditors.
• Design, implement, and monitor internal controls and continuously improve accounting policies and procedures.
• Provide leadership support as a deputy to the Controller, including cross-functional collaboration and team oversight as needed.

Requirements

• Solvent and reliable.
• Seasoned accounting professional with strong technical expertise, leadership experience, and the ability to operate in a regulated and mission-driven financial environment.
• Active CPA license required, with a Bachelor’s degree in Accounting, Finance, or related field.
• 7+ years of progressive accounting experience, including supervisory or review responsibilities.
• Strong expertise in U.S. GAAP, financial reporting, and month-end close processes.
• Experience with audit coordination and external auditor engagement.
• Strong knowledge of financial controls, reconciliations, and regulatory compliance frameworks.
• Experience in loan operations, including servicing, documentation, or portfolio accounting preferred.
• Familiarity with credit union environments, NCUA regulations, or Call Report preparation is a strong plus.
• Advanced Excel and financial systems skills (NetSuite experience is an advantage).
• Strong communication skills with the ability to collaborate across finance, operations, and leadership teams.
• High attention to detail, strong analytical thinking, and ability to thrive in a mission-driven, fast-paced environment.

Benefits

• Competitive compensation with performance-based annual bonus (target 10%).
• 100% employer-paid medical, dental, vision, life, and disability coverage for employees (with high dependent coverage support).
• Flexible Spending Accounts (FSA) and additional voluntary insurance options.
• Tax-deferred and Roth 403(b) retirement plan with employer match.
• Unlimited PTO, paid holidays, sick leave, and paid parental leave.
• Remote-first work environment with work-life balance support and remote work reimbursements.
• Voluntary benefits including supplemental life, AD&D insurance, and legal plans.