Corporate Controller

Primary Function

The Corporate Controller is responsible for providing and ensuring legal and regulatory compliance for all accounting reporting functions. Oversees Accounting Department, financial statement preparation and regulatory reporting. Ensure reports, accounts, systems, policies and practices adhere to GAAP. The Corporate Controller will assist employees and all appropriate internal credit union partners. Conducts daily business interactions and maintains constant alignment with OnPath’s mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Demonstrates initiative and sound judgment in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests. Passionately displays a desire to build rapport and expand relationships with all members both internally and externally. Stays informed on OnPath’s products and services to provide the right recommendations to the right members at the right time. Promotes and maintains a positive image of the credit union to peers, members, and communities we serve.

Duties and Responsibilities

• Develop and maintain accounting policies, procedures, and internal controls with emphasis on detail and process improvements.
• Oversee the activities of accounting staff to ensure the accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements, and annual audits.
• Oversee disbursement activities, ensuring the accurate and timely processing of accounts payable and employee expense reports.
• Work closely with the CFO to oversee, train, mentor and evaluate accounting staff, manage performance, and core competencies within the department.
• Work closely with the CFO to ensure accurate and timely filing of the quarterly Call Report and Month end close process.
• Provide assistance with regulatory exams and audit requests.
• Maintain accurate records on all credit union assets, liabilities, income, and expenses.
• Manage department projects and participate in meetings as assigned.
• Participate in a wide variety of special projects.
• Ensures staff is well-trained, effective, and utilized optimally.
• Provides leadership through clear objective setting, effective delegation, and open communication.
• Conducts meetings as needed to inform staff of policy, procedural, and legal updates.
• Discusses areas for improvement and identifies training needs.
• Develops and implements training programs, conducts training sessions, and facilitates cross-training where appropriate.
• Managers leave and time sheets and carries out performance appraisals as required and formulates and implements corrective actions when necessary.

Knowledge and Skills

• Experience: Five to ten years of similar or related experience, including time spent in preparatory positions. Two years supervisory experience preferred.
• Education/Certifications/Licenses: A Bachelor’s degree with emphasis in Accounting, Finance, is required and MBA or CPA preferred.
• Interpersonal Skills: The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.
• Other Skills: A high level of analytical skills and strong general ledger, accounts payable, accounts receivable, payroll, and banking working knowledge. Strong decision-making skills, and high emotional intelligence is required. Proficiency in conflict resolution and effective delegation is essential. Exceptional time management and communication skills are vital, along with a commitment to fostering creativity, mentoring team members, and driving continuous improvement. Adaptability, customer focus, financial acumen, are also necessary for success in this role.

ADA Requirements

• Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.
• Mental and/or Emotional Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. 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 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 highest level of discretion on both internal and external confidential matters.