Assistant Controller

Accion Opportunity Fund is an unparalleled financial support system that provides small business owners with access to capital, networks, and coaching. We work to build inclusive and accessible options for these determined business owners. For over 30 years we have deployed over $1 billion in over 35,000 loans and served 4 million business owners with educational resources. Our client base is nearly 90% from underserved communities.

In addition to providing resources and loans to small businesses, we also conduct original research, advocate for policy changes, and finance community construction projects in low-income neighborhoods through our New Markets Tax Credit program.

AOF is on a journey to both scale our impact and become financially sustainable. We’re building a better system for underserved small businesses and a workplace where passionate problem‑solvers, data‑driven thinkers, and small business champions thrive.

In November 2025, we submitted our Phase 2 Business Plan to the National Credit Union Administration (NCUA) as part of our application to charter proposed AOF Federal Credit Union. The proposed credit union will be digital first, federally chartered and focused on member business loans. As of March 31, 2026, the Phase 2 submission remains under NCUA review. The approval process is expected to take place over the next few months.

Reporting to VP, Controller, the Assistant Controller serves as a key deputy to the Controller, with broad responsibility for the organization’s accounting operations, financial reporting, regulatory compliance, and the small business lending function. Beyond overseeing day‑to‑day accounting and reviewing the work of accounting and finance staff, this position owns the integrity of the general ledger, leads the preparation and review of financial statements and regulatory filings — including the credit union Call Report — and manages the loan operations of the small business lending program from origination through servicing.

This position plays a central role in designing, implementing, and monitoring internal controls, serves as the primary liaison between the lending operation and the accounting function, and partners closely with the Controller on audit, technical accounting, and process improvement.

• Financial reporting & close:
  Owns and/or reviews the monthly, quarterly, and annual close; prepares and reviews draft financial statements, budget-versus-actual reports, and other management reports; ensures results are accurate, complete, and GAAP‑compliant.
• Regulatory & Call Report:
  Prepares and/or reviews the credit union Call Report (NCUA Form 5300) and other regulatory and compliance filings; ensures accurate, timely submission and reconciliation to the general ledger.
• Loan operations / loan function: Manages the small business loan function end to end — including loan processing, documentation, funding/disbursement, boarding, and servicing; maintains accurate loan records in the lending database; oversees the loan portfolio, including participated loans, and ensures loan activity is properly recorded and reconciled to the general ledger.
• Collections: Implements and monitors sound procedures for all collection methods across locations, including accurate recording in the lending database.
• Review and posting: Reviews and posts transactions prepared by accounting and finance staff, ensuring proper coding, documentation, and support.
• Approves disbursements: Signs checks and approves wires for the small business lending operation, up to limits approved by the CFO.
• Financial reconciliations: Reviews all bank statement reconciliations and month‑end adjusting journal entries; prepares and/or reviews all transactions related to the small business operation, including participated loan portfolio transactions; investigates and resolves discrepancies.
• Internal controls: Supports and helps lead the design, implementation, and monitoring of sound internal controls throughout the accounting and finance department.
• Taxes: Reviews property tax reports for all locations, sales and use tax filings, and other regulatory reports as needed.
• Audi…