Position Description
Title: Controller FLSA
Classification: Exempt
Reports To: Chief Financial Officer
Supervises: Accounting Staff

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Position Primary Purpose: Oversees general financial record keeping and special program processing of the Credit Union. Responsible for coordinating accounting procedures with internal controls so they will be efficiently performed in accordance with laws and regulations.
Essential Functions:

  • Supervises and coordinates work of assigned staff.
  • Provides ongoing training of assigned staff, ensuring adequate understanding of accounting policies and procedures.
  • Hires, promotes and discharges assigned staff members; directly responsible for the monthly coaching of assigned staff.
  • Oversees preparation of management control reports. Works with the CFO to prepare plans, policies, and reports on accounting matters.
  • Develops and maintains reliable accounting information concerning income, expenses, assets, liabilities and capital as a basis for management planning, decision-making and for fulfilling financial report requirements.
  • Responsible for completion of regulatory reports including the quarterly call report.
  • Acts as a primary liaison between the Credit Union and State and Federal Examiners.
  • Responsible for completion of the Credit Union’s annual report and footnotes that are audited by our CPA firm.
  • Ensures that expenditures are within budget allocations.
  • Ensures that all funds, physical assets and other property of the Credit Union are appropriately safeguarded.
  • Performs cost accounting and financial forecasting functions as assigned by Executive Leadership.
  • Oversees the maintenance and accuracy of the general ledger including daily balancing.
  • Works directly with other departments to correct accounting-related errors.
  • Manages the Credit Unions cash and liquidity position with guidance from the CFO.
  • Manages the Credit Unions investment portfolio with guidance from the CFO.
  • Assists with Asset Liability Management strategy.

Non-Essential Functions:

Consistently read and respond to all correspondence, including emails

Successfully complete required compliance training annually

Position Qualifications

Previous Experience: A minimum of five or more years’ experience of progressively more responsible experience in the accounting area of a financial institution, with at least three of those years in management.

Education: Bachelor’s degree in business administration with emphasis in accounting and/or finance is required.

Demonstrated Abilities:

  • Working knowledge of all functions within the Accounting Department.
  • Must have proficiency with SQL and Crystal Reports.
  • Demonstrate proficiency with Microsoft Office and related accounting software.
  • Ability to analyze data output and to determine its validity and relevance.
  • Ability to supervise, train and motivate assigned staff and to maintain and efficient schedule of workflow.
  • A high level of problem-solving skills to coordinate the department’s functions in the event of regulatory changes, unexpected events and new service development.
  • Ability to interpret and apply generally accepted accounting principles (GAAP).
  • Ability to design, implement and maintain general accounting programs.
  • Ability to think and act independently within guidelines and limitations of authority.
  • Ability to organize projects, prioritize workflow and complete multiple tasks simultaneously and accurately.
  • Ability to communicate effectively with management and staff.
  • Must have above-average written and verbal communication skills.
  • Must demonstrate ability to exercise independent judgment, initiative and tact in dealing with management and staff.
  • Must maintain confidentiality.
  • Detailed knowledge of investment management.
  • Must present a professional, business-like manner and appearance.

Working Conditions:


Continuous sitting when performing accounting functions. Occasional standing. Occasional lifting up to 20 pounds. Continuous use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity to perform various accounting duties. Continuous speaking and hearing for interaction with staff. Continuous clarity of vision at 20 inches or less.


Continuous alertness, precision and concentration to ensure accuracy of transactions. Continuous performance of complex numeric calculations as well as writing, reading comparing and analyzing. Frequent use of judgment, reasoning, patience and negotiation in solving problems. Frequent use of initiative and problem-solving ability in identifying employee needs. Frequent supervision and instructing of others.


Occasional requirement of extended working hours. Exposed to potentially hazardous condition (i.e. robbery). Receives detailed instructions and procedures to be followed to minimize the risk. Occasional travel is required.

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