Controller

Summary:
Key leadership role responsible for overseeing the credit union's financial operations,
ensuring accuracy, compliance, and efficiency in all financial activities. This position will
manage the finance team, maintain financial records, and provide strategic financial
insights to support the credit union’s goals. Ensure that reports, accounts, systems,
policies, procedures, and practices adhere to generally accepted accounting principles
(GAAP), state/federal laws, and NCUA requirements.
Responsibilities and Duties:
1. Accounting Operations and Financial Reporting:
o Prepare accurate financial statements, reports, and analyses to the
management team and board of directors.
o Ensure compliance with Generally Accepted Accounting Principles
(GAAP), regulatory requirements, and internal policies.
o Prepare monthly, quarterly, and annual financial reports and forecasts as
well as reports for taxes and regulatory compliance, including NCUA 5300
call report.
o Manage and supervise daily accounting operations, including accounts
payable, accounts receivable, reconciliation of all accounts, cash
management, and general ledger functions.
o Ensure timely and accurate closing of monthly, quarterly, and annual
financial periods.
o Continuously improve accounting and financial reporting policies and
processes for increased efficiency, accuracy, and effective financial
management.
2. Budgeting and Forecasting:
o Develop and manage the credit union’s annual budget and financial
forecasts.
o Provide financial analysis, variance analysis, and recommendations to
support strategic planning and decision-making.
3. Compliance and Financial Systems Management:Summary:
Key leadership role responsible for overseeing the credit union's financial operations,
ensuring accuracy, compliance, and efficiency in all financial activities. This position will
manage the finance team, maintain financial records, and provide strategic financial
insights to support the credit union’s goals. Ensure that reports, accounts, systems,
policies, procedures, and practices adhere to generally accepted accounting principles
(GAAP), state/federal laws, and NCUA requirements.
Responsibilities and Duties:
1. Accounting Operations and Financial Reporting:
o Prepare accurate financial statements, reports, and analyses to the
management team and board of directors.
o Ensure compliance with Generally Accepted Accounting Principles
(GAAP), regulatory requirements, and internal policies.
o Prepare monthly, quarterly, and annual financial reports and forecasts as
well as reports for taxes and regulatory compliance, including NCUA 5300
call report.
o Manage and supervise daily accounting operations, including accounts
payable, accounts receivable, reconciliation of all accounts, cash
management, and general ledger functions.
o Ensure timely and accurate closing of monthly, quarterly, and annual
financial periods.
o Continuously improve accounting and financial reporting policies and
processes for increased efficiency, accuracy, and effective financial
management.
2. Budgeting and Forecasting:
o Develop and manage the credit union’s annual budget and financial
forecasts.
o Provide financial analysis, variance analysis, and recommendations to
support strategic planning and decision-making.
3. Compliance and Financial Systems Management: