Controller, Accounting, Financial Compliance

Position Description

Position Title: Controller Location: San Antonio Ops Center

Classification: Exempt Reports To: Chief Financial Officer

The Controller is responsible for directing and overseeing the accounting operations of San Antonio Citizens Federal Credit Union. Reporting to the Chief Financial Officer, this position ensures the accuracy and integrity of financial records, regulatory reporting, internal controls, and accounting processes while supporting the financial strength and strategic objectives of the Credit Union. This role serves as a key member of the Finance leadership team and provides oversight of accounting operations, financial reporting, accounts payable, fixed assets, budgeting support, regulatory reporting, audit coordination, investment reconciliations, and accounting compliance.

The Controller partners with leaders throughout the organization to support sound financial management and informed decision‑making.

$75,000 – $95,000 Annually

Support the credit union's strategic objectives by ensuring accurate financial reporting, maintaining strong internal controls, safeguarding organizational assets, supporting strategic planning, and providing timely financial information that supports sound business decisions. Through effective financial stewardship, help ensure the long‑term safety, soundness, and sustainability of the Credit Union while supporting the philosophy of people helping people.

• Oversee all accounting functions and daily finance operations.
• Ensure the accuracy and integrity of the general ledger.
• Prepare and review monthly, quarterly, and annual financial statements.
• Manage month‑end and year‑end closing processes.
• Maintain accounting records in accordance with Generally Accepted Accounting Principles (GAAP).
• Perform and review monthly investment reconciliations to ensure accuracy between investment records, safekeeping statements, and the general ledger.
• Analyze financial performance and identify trends, risks, and opportunities.
• Ensure all balance sheet reconciliations are completed accurately and timely.

• Prepare and review NCUA Call Reports and other regulatory filings.
• Prepare and file IRS Form 945 and other applicable tax filings.
• Monitor changes in accounting standards and regulatory requirements.
• Coordinate financial information requests from regulators and examiners.
• Support external audits, internal audits, and regulatory examinations.
• Ensure compliance with applicable accounting standards, federal regulations, and internal policies.

• Maintain effective internal accounting controls.
• Monitor segregation of duties and financial control processes.
• Recommend and implement improvements to strengthen controls and operational efficiency.
• Assist with enterprise risk management initiatives related to finance and accounting.
• Promote a culture of accountability, accuracy, and compliance.

• Assist the CFO in developing the annual operating and capital budgets.
• Monitor budget performance and conduct variance analysis.
• Support forecasting and financial modeling activities.
• Provide financial analysis to support strategic initiatives and executive decision‑making.

• Oversee accounts payable processes and controls.
• Ensure timely payment and proper accounting of county property taxes and tangible personal property taxes.
• Manage fixed asset accounting and depreciation schedules.
• Ensure proper accounting treatment of capital expenditures.
• Maintain accurate asset inventories and supporting documentation.

• Lead, coach, and develop accounting staff.
• Establish performance expectations and accountability measures.
• Promote cross‑training and succession planning within the department.
• Foster a collaborative and service‑oriented culture.
• Support employee development and continuous learning initiatives.

• Assist the CFO with Asset Liability Management (ALM) reporting and analysis.
• Support investment accounting,…