AVP Assistant Controller

About the role

The Assistant Controller supports the accounting function through execution across technical accounting, financial reporting, close management, audit coordination, and regulatory reporting. This individual brings strong technical accounting capability, sound judgment, and a controllership mindset, while partnering effectively across Finance and Operations to strengthen processes, controls, and reporting quality.

Responsibilities

• Support the CECL process under ASC 326, including quarterly model execution, assumption documentation, qualitative factor (Q-factor) support, sensitivity analysis, and audit/exam support.
• Support technical accounting research and preparation of accounting memoranda related to financial institution accounting matters.
• Evaluate accounting treatment for new products, transactions, and balance sheet activities in coordination with Finance and Operations.
• Aid in maintaining accounting policies and supporting documentation to remain aligned with current GAAP and audit expectations.
• Execute the monthly and quarterly close, including reconciliations, journal entries, variance analysis, and close calendar coordination.
• Prepare and support review of financial reporting deliverables, including internal financial statements, board reporting support, and related schedules.
• Prepare and support the preparation, reconciliation, and review of call report and regulatory reporting deliverables.
• Serve as a primary day-to-day accounting contact for external audit requests, PBC coordination, and issue resolution.
• Support annual budgeting and periodic forecasting activities through accounting analysis, historical trend review, accrual estimates, balance sheet assumptions, and other financial inputs to help ensure accurate and well-supported planning.
• Prepare variance and flux analysis with clear commentary on key accounting and financial drivers.
• Assist with financial analysis initiatives as needed, including support for product, department, or other business performance analysis, ensuring outputs reconcile appropriately to financial reporting and underlying accounting records.
• Provide accounting support for ALM and investment-related reporting, including input into ALCO and Investment Committee materials related to investment accounting, allowance considerations, and capital metrics.
• Account for accounting and reconciliation for the investment portfolio, including HTM, AFS, and related accounting treatment.
• Support accounting analysis related to funding activities, FHLB advances, and other balance sheet transactions.
• Identify opportunities to improve accounting processes, reconciliations, controls, and reporting.
• Contribute positively to a high-performing, collaborative team environment.
• Provide day-to-day supervision, coaching, and support to assigned staff, promoting accountability and strong performance.
• Assist in the full employee lifecycle, including hiring, training, coaching, performance management, and disciplinary actions.
• Reviews and verifies time records and monitors individual performance.
• Fosters a collaborative, team-oriented environment that removes barriers and promotes effective work across the department and the broader organization.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ years of direct experience within a bank or credit union, specifically in accounting, controllership, financial reporting, or at a mid-to-large public accounting firm serving financial institution clients.
• Strong technical accounting foundation with the ability to interpret and apply accounting guidance in a financial institution environment.
• Hands-on experience managing monthly and quarterly close processes, financial reporting, account reconciliations, and external audit support.
• Experience with CECL reserve methodologies, including assumption development, documentation, governance, and audit support.
• Familiarity with regulatory reporting for financial institutions, including call report preparation, reconciliations, and NCUA or comparable regulatory requirements.
• Working knowledge of internal controls, accounting policy development, and model governance frameworks.
• Working familiarity with ALM concepts and their impact on financial reporting, liquidity, interest rate risk, and capital.
• Excellent written communication skills, particularly in preparing technical accounting memos, policy documentation, audit deliverables, and executive reporting materials.
• Advanced Excel proficiency and strong working knowledge of general ledger systems, financial reporting platforms, and accounting-related data tools.
• CPA preferred, active or in good standing.