Controller, Finance & Banking, Financial Compliance

About the Organization Billion-dollar credit union serving nearly 80,000 members throughout California's beautiful Central Valley is looking to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of better rates, lower fees, and access to fair credit.

We pride ourselves in helping our members achieve their financial dreams. At the end of the day, we are optimists, partnering with our members and community to empower a brighter future. Together, we are doing great things for the community we call home.

Perform Controller responsibilities for the Credit Union. Ensure that all Credit Union financial records are properly accounted for and display integrity; consistency; and follow generally accepted accounting practices and regulatory rules and regulations. Perform various financial analyses for management, Board of Directors, and outside agencies.

• Manage primary balancing functions for the Credit Union and take subsequent action when necessary to resolve discrepancies. These functions include, but are not limited to, bank reconciliations; investment accounting tasks; general ledger balancing; subsidiary report balancing; financial investment services accounting; shared branching settlement and balancing; fixed asset accounting and reconciliation; budget accruals and prepaid expense accounting and reconciliation.
• Research and develop Symitar accounting software and other tools used by the Finance Department for efficiencies and upgrades to the system. Make recommendations as appropriate to keep software relevant and up to date.
• Prepare and/or review a variety of schedules and reports, including: ALM Committee financial reports;
  Board of Director’s financial reports; subsidiary ledger balancing reports;
  Federal Reserve deposit reports; and NCUA 5300 quarterly reports.
• Responsible for ongoing tasks associated with the Profit Stars cost accounting system. This includes monthly upload process of data; insuring output is accurate; and attending to all software related changes that become necessary. Additionally, produce all monthly reports for Board of Directors; ALM Committee, Management and Retail Staff utilizing the software.
• Supervise Accounting Staff. Ensure training, establish goals and objectives, monitor and evaluate performance, and provide guidance as needed to achieve objectives. Provide regular coaching for employees.
• Manage accounts payable function for accuracy and timeliness of payments. Ensures proper collection of data for reporting of annual 1099-misc and communications to IRS. Ensure accuracy and timeliness of members’ state and federal taxes to include annual IRS 945 reporting. Work with IRS to resolve issues when discrepancies occur.
• Own the monthly financial close process, including a documented close calendar, assigned responsibilities, completion deadlines, quality review, and timely escalation of delays or unresolved issues.
• Ensure all required general ledger reconciliations are completed timely, fully supported, independently reviewed, approved, and certified in Black Line or the Credit Union’s designated reconciliation platform before the monthly close.
• Maintain formal aging and resolution controls for reconciling items, including documented root-cause analysis, action plans, responsible owners, target dates, and escalation of aged, recurring, or material exceptions.
• Establish and enforce clearing-account standards, including expectations that designated accounts clear to zero within established time frames and that recurring exceptions are corrected at…