Financial Procedure & Controls Administrator

Core Responsibilities

• Workflow Design & Optimization
• Policy Compliance & Procedure Governance
• Internal Control Oversight
• Control Testing Support & Management
• Strategic Change Management

Education And Experience

• A Bachelor’s degree in Accounting, Finance, or related field is required; a Master’s degree or MBA preferred.
• Certification: CPA, CIA or CRMA designations preferred, and beneficial for candidates with strong internal control and governance expertise.
• Experience: 10+ years of progressive accounting, audit, or regulatory compliance and process improvement experience, with at least 3–5 years in a management or policy-setting role.

Technical Skills

• Deep knowledge of GAAP, NCUA Call Reports (Form 5300), FRB & FHLB reporting requirements, and proficiency with enterprise-level financial and ERM software (e.g., Oracle Cloud ERP, or Archer).

Knowledge & Skills

• Prominent knowledge of theory and organizational experience through extensive exposure to complex practices across several different disciplines within Finance & Accounting procedures and controls.
• Functional thought leader, sought after for key decisions.
• Leverages knowledge of trends in profession and/or specialized areas to influence strategy.

Physical Abilities / Working Conditions

• Ability to sit, talk and hear consistently.
• Vision Requirements: Close vision (clear vision at 20 inches or less), distance vision (clear vision at 20 feet or more), color vision (ability to identify and distinguish colors).
• Weight Lifted or Force Exerted: Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally.
• Environmental: Moderate noise (business office with computers and printers, light traffic).