Controller, Finance & Banking, Accounting Manager

Responsible for leading, overseeing, and strengthening the Credit Union’s accounting function. Ensures the integrity, accuracy, and timeliness of financial information through effective controls, processes, and reporting practices. Oversees daily and monthly accounting operations; prepares and analyzes financial statements; manages budgeting and forecasting; ensures regulatory compliance; supports internal and external audits; and provides strategic financial insight to senior leadership.

This role includes ownership of the ACH processing function, development and maintenance of department policies and procedures, and continuous improvement of accounting workflows and internal controls.

1. Assumes responsibility to understand our Culture Codes and consistently strives to model the behaviors and attitudes.

• Humanness: We embrace our humanness, stay positive, and make work fun.
• Resourcefulness: We solve problems by being resourceful, creative, and adaptive.
• Learning: We learn and grown together.
• Togetherness: We work hard at working well together.
• Serving: We take the initiative to serve our teammates and members.

• Reviews source documentation and posts transactions to appropriate GL accounts.
• Reconciles general ledger accounts monthly and resolves discrepancies.
• Ensures accurate, timely preparation of daily, monthly, quarterly, and annual financial statements.
• Ensures compliance with GAAP, NCUA regulations, and internal policies.
• Monitors GL activity for accuracy and proper classification.
• Coordinates internal and external audits and ensures readiness.
• Maintains accurate documentation for record retention.
• Improves internal controls, workflows, and approval structures.
• Leads the development and ongoing maintenance of the Credit Union’s financial dashboard, ensuring accurate, timely, and visually clear reporting for leadership and staff. Coordinates with IT and other departments to design, implement, and update displayed metrics across both branch locations.

• Leads the annual budgeting process and prepares budget-to-actual reports.
• Provides financial analysis for departments and branches.
• Maintains systems for pricing, costing, and forecasting.
• Supports strategic planning with forward-looking insight.
• Prepares specialized analyses for projects and initiatives.

• Reviews purchase orders, invoices, and receiving documentation.
• Codes invoices accurately and ensures compliance.
• Determines optimal payment timing and maximizes discounts.
• Ensures AP workflow accuracy and efficiency.

• Oversees ACH processing and ensures accurate posting.
• Ensures compliance with NACHA rules and CU policies.
• Maintains documented processes for ACH risk management.
• Coordinates with operations and IT to resolve issues.

• Develops and maintains accounting policies and procedures.
• Ensures documentation reflects current regulations and controls.
• Monitors adherence and recommends improvements.
• Implements best practices for segregation of duties and workflows.

• Provides accounting support to Credit Union staff.
• Assists managers with entries, reports, and analysis.
• Keeps senior management informed of relevant activities.
• Participates in meetings, committees, and strategic initiatives.

• Keeps all member and Credit Union business strictly confidential.
• Stays informed of trends and changes in the accounting field.
• Ensures that Department work area is clean, secure, and well maintained.
• Completes special accounting projects as assigned.

Education/Certification: Bachelor's degree in accounting or finance required. CPA preferred but not required.

Required Knowledge:

• GAAP and financial institution accounting.
• Budgeting, forecasting, costing, and financial analysis.
• ACH compliance and NACHA rules.
• Internal controls and audit readiness.
• Knowledge of Credit Union environment, operations and information flow.

Experience

Required:

Five+ years of progressive accounting and budgeting experience, preferably in a financial institution. Experience leading accounting operations.

Skills/Abilities:

• Strong communication skills, both written and oral.
• Excellent analytical abilities.
• Excellent organization and leadership abilities.
• Able to manage multiple priorities.
• Proficient with accounting systems and related software.