Controller, Accounting, Financial Compliance

Job Title:

Controller / Director of Accounting

This role leads the organization’s accounting function and serves as a strategic business partner to executive leadership. The Controller / Director of Accounting oversees all accounting operations, financial reporting, internal controls, regulatory compliance, and audit activities while ensuring the accuracy and integrity of financial information. The position combines strong technical accounting expertise with leadership responsibilities, driving process improvements, operational efficiencies, and high-quality financial insights in a regulated financial services environment.

• Lead the overall accounting function and provide strategic financial guidance to executive leadership.
• Oversee all aspects of financial reporting and analysis, ensuring timely, accurate, and compliant financial statements.
• Manage general ledger operations, including month‑end close processes, reconciliations, and journal entries.
• Establish, maintain, and enhance internal controls and risk management frameworks to safeguard assets and ensure reliable financial information.
• Ensure adherence to GAAP and relevant regulatory requirements within a credit union, banking, or broader financial services environment.
• Direct regulatory compliance activities, including preparation, review, and submission of regulatory reports and coordination of examinations.
• Lead and coordinate internal and external audit activities, including planning, documentation, and issue resolution.
• Develop, implement, and maintain accounting policies and procedures to support consistent and compliant financial practices.
• Oversee budgeting and forecasting processes, including strategic financial analysis, variance analysis, and performance reporting.
• Provide executive‑level financial communication, translating complex financial data into clear, actionable insights for leadership and stakeholders.
• Drive process improvement initiatives and optimize accounting systems, including ERP platforms and related financial tools.
• Partner cross‑functionally with other departments to support business initiatives, projects, and strategic decision‑making.
• Lead, mentor, and develop accounting staff, fostering a high‑performing, collaborative, and accountable team culture.
• Support cash flow management, treasury operations, and related financial planning activities as needed.
• Participate in and lead change management and project management efforts related to financial systems, reporting, and process enhancements.

• Proven experience in financial reporting and financial analysis within a regulated financial environment.
• Strong GAAP accounting expertise with a deep understanding of technical accounting standards.
• Demonstrated experience establishing and managing internal controls and risk management frameworks.
• Hands‑on experience with audit management, including coordination of internal and external audits.
• Regulatory compliance experience within credit unions, banking, or financial services, including regulatory reporting and examinations.
• Extensive general ledger oversight and management of month‑end close processes.
• Leadership experience managing and developing accounting teams at the Controller, Assistant Controller, Accounting Director, or Senior Accounting Manager level.
• Track record of driving process improvement and accounting systems optimization.
• Strong strategic financial analysis skills, including interpreting financial results and advising executive leadership.
• Excellent communication skills, with the ability to deliver clear, concise, and executive‑level financial presentations.

• Certified Public Accountant (CPA).
• Master’s degree in Accounting, Finance, or Business Administration.
• Experience with in a credit union, banking, or broader financial services environment.
• Experience with regulatory reporting and examinations in financial services.
• Previous experience in roles such as Controller, Assistant Controller, Accounting Director, or Senior Accounting Manager.
• Experience with budgeting and forecasting processes, including development and monitoring of budgets.
• Cash flow management…