Financial Procedure & Controls Administrator

Job Summary

This role serves as a critical first line enablement role, translating Board policy, regulatory requirements, and enterprise governance standards into effective and executable Finance & Accounting procedures. The Administrator is responsible for designing, documenting, implementing, and maintaining efficient Financial & Accounting workflows, ensuring regulatory requirements and internal controls are embedded into day‑to‑day operations. This position reports to the SVP of Finance and serves as the primary subject matter expert for Finance & Accounting procedures, workflow analysis, and control documentation.

• Workflow Design & Optimization: Work with Finance & Accounting business units to develop and implement standardized financial processes and procedures for all accounting and finance functions, ensuring they are optimized for both efficiency and risk mitigation.
• Policy Compliance & Procedure Governance: Maintain, review, and update department procedures and processes to reflect changes in workflows, policy requirements, laws and institutional strategy.
• Internal Control Oversight: Establish and maintain Finance & Accounting standards for procedure quality, documentation, version control, approvals, and control acknowledgement. Design, implement, document, and maintain robust internal controls for Finance & Accounting processes to ensure the accuracy of financial reporting, prevent fraud, control access for sensitive data, and align with regulatory and governance best practices. Develop, maintain, and report on operational metrics related to procedure maturity and control execution for Finance & Accounting.
• Control Testing Support & Management Self-Assessment: Perform management self-assessments and readiness reviews of key Finance & Accounting controls, including documentation and evidence preparation to support independent validation.
• Issues & Risk Escalation: Own first line identification, documentation, escalation, and remediation of Finance & Accounting control gaps, process deficiencies, and regulatory issues. Develop, maintain, and report on operational metrics related to remediation timeliness within Finance & Accounting.
• Finance & Accounting Control SME: Serve as the Finance & Accounting first line point of coordination with internal stakeholders for risk assessments, audits, and regulatory exams. Lead preparation of documentation, in-person and written responses, and management action plans.
• Strategic Change Management: Partner with business units (i.e., Lending, IT, EFT, Deposit Operations) to review and provide first line operational approval for new or changed processes or automated workflows that impact Finance & Accounting, confirming that procedures, controls, and system configurations are implemented as designed and ready for execution.

Education: 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.
• Proficiency with enterprise-level financial and ERM software (e.g., Oracle Cloud ERP, Archer).

• 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.
• Public speaking, leadership and talent management, strategic thinking, problem solving, and verbal/written communication skills.
• Creates a sense of urgency and accountability in delivering objectives and a culture which fosters innovation and creativity.
• Coaches individuals to reach full potential and…