Controller (10037)

Role

Responsible for the functions related to the accounting department and those assigned to the financial analytics department. Assists the Senior Vice President of Accounting with financial reporting, forecasting, modeling, asset/liability management, identifying financial trends, the rate setting process, credit union annual budget and other assignments as determined.

Major Duties and Responsibilities

Directs, coordinates, maintains, and controls an accounting system, that accurately reflects the financial position of the Credit Union.

Prepares internal and external financial reports in accordance with generally accepted accounting principles which also complies with State and National regulatory regulations.

Analyze actual versus budgeted and forecasted financial performance and provide management with , written analyses on financial trends. Serves as a resource in all aspects of accounting.

Assists with presenting reports to leaders and executive teams when applicable

May serve as an orator of the ALCO. Coordinates the preparation of ALM reports, trends and analyses. Prepares relevant reports/packet for the Asset Liability Committee (ALCO), that includes actual results compared to ALCO Policy limits.

Oversees budgeting, cost accounting, general ledger, accounts payable, fixed assets, accounts receivable and branch profitability reporting.

Establishes projects and goals for each area of responsibility and tracks performance

Evaluates large capital projects and prepares return on investment and break-even analyses

Coordinates financial audits with internal and external auditors. Works with Senior Vice President of Accounting to develop strategic financial goals and regulatory financial compliance.

Assigns, directs, and appraises the accounting staff. Ensures the Accounting staff supports the overall goals of the Credit Union and that Accounting services are delivered professionally and efficiently.