Assistant Controller

Assistant Controller

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.

Job duties and responsibilities include:

• 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.
• 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.
• 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.
• Implements and monitors sound procedures for all collection methods across locations, including accurate recording in the lending database.
• Reviews and posts transactions prepared by accounting and finance staff, ensuring proper coding, documentation, and support.
• Signs checks and approves wires for the small business lending operation, up to limits approved by the CFO.
• 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.
• Supports and helps lead the design, implementation, and monitoring of sound internal controls throughout the accounting and finance department.
• Reviews property tax reports for all locations, sales and use tax filings, and other regulatory reports as needed.
• Collaborates with the Controller on annual audit preparation, including creation and implementation of processes and schedules, and serves as a primary contact for external auditors.
• Serves as backup for the Controller and other members of the accounting team.
• Continuously evaluates policies, procedures, and practices and proposes ways to increase departmental efficiency.
• Considers compliance at every transaction level, remains alert to the possibility of fraud, and proposes ways to prevent and detect it.
• Other duties and responsibilities as required.

Must haves:

• Active CPA license required. (Certified Public Accountant)
• Bachelor's degree in Accounting, Finance, or related field
• Minimum 7 years of progressive accounting experience, including supervisory/review responsibility
• Minimum 5 years reviewing, leading, or supervising accounting work
• Strong knowledge of U.S. GAAP and financial reporting
• Experience managing month-end close and external audits

Nice to haves:

• Credit union experience, including familiarity with NCUA regulations and share/member accounting
• Experience preparing the credit union Call Report (NCUA Form 5300)
• Loan operations experience — origination, servicing, documentation, and/or loan portfolio accounting
• Experience with Net Suite, especially in a multi legal entity environment.
• Experience communicating with and supporting external auditors
• CDFI (Community Development Financial Institution) experience
• Small Business Administration (SBA) reporting experience is a plus, but not required.
• Strong Excel skills; strong…