Controller

Overview Of The Controller Role

The Controller is responsible for overseeing all accounting and financial operations, ensuring compliance with internal policies, regulatory requirements, and generally accepted accounting principles (GAAP). This role plays a key part in financial reporting, analysis, liquidity management, and operational controls while supporting leadership, audits, and regulatory examinations.

Responsibilities

• Oversee and manage all financial and accounting activities in accordance with established policies, procedures, and regulatory requirements
• Prepare, maintain, and support financial reporting, including month-end close, Board reporting, Asset Liability Management (ALM) reporting, and Current Expected Credit Loss (CECL) reporting
• Analyze financial data to identify trends, variances, risks, and opportunities for improvement
• Assist in the development, implementation, and maintenance of accounting policies, procedures, processes, and internal controls
• Manage the month-end close process, including review of financial statements, general ledger activity, accruals, prepaids, and account reconciliations
• Support liquidity management to ensure sufficient levels are maintained to meet operational and member demand
• Oversee vendor and operational expenses to ensure compliance with approved contracts, proposals, and agreements
• Complete and maintain annual vendor due diligence requirements
• Manage all required tax reporting, including coordination and review of member 1099 and 1098 documentation
• Aid in the management and oversight of the investment portfolio
• Support annual audits, regulatory exams, and examinations by preparing and providing requested documentation
• Cross-train and provide backup support for departmental functions as needed
• Manage departmental workflow to ensure accuracy, efficiency, and timely completion of accounting responsibilities

Preferred Qualifications For The Controller Role

• 5–10 years of progressive accounting or finance experience, preferably within a credit union or banking environment
• Bachelor’s degree in Accounting (required)
• Strong understanding of GAAP and general accounting principles
• Proficiency in Microsoft Excel and Word
• Excellent analytical, problem-solving, and organizational skills with strong attention to detail
• Ability to prioritize, multitask, and meet deadlines in a fast-paced environment