Controller

Job Description:

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
 Develop and implement plans, action steps, programs and processes necessary to achieve
the overall business and operational objectives of the Credit Union, including all functions
within the position’s responsibility.
 Oversee, guide and direct the accounting and payroll support functions of the Credit Union.
 Provide ongoing coaching, mentoring and training to staff to develop and encourage their
performance. Establish departmental and individual goals and objectives that are consistent
with the operating plan.
 Analyze the workflow of the accounting and payroll functions throughout the Credit Union;
recommend and implement changes to improve efficiency and reduce costs.
 Work to develop policies, procedures, programs and strategies to ensure the accounting and
payroll functions of the Credit Union provides a timely, ethical, and accurate picture of the
finances and payroll operations of the Credit Union.
 Maintain chart of accounts for the Credit Union; direct staff in monthly review and certification
of general ledger balances. Work closely with accounting software vendor to ensure data
integrity and efficient workflow processes.
 Ensure timely and reliable preparation of monthly financial reports, quarterly 5300 NCUA Call
Report, and other financial reports as necessary.
 Perform all responsibilities in accordance with Generally Accepted Accounting Principles
(GAAP) and regulatory requirements.
 Provide support in the budgeting process including research, planning, reporting, and input
into the general ledger system.
 Oversee, monitor, and interpret financial statement analysis.
 Ensure that timely and accurate services are provided to internal and external customers by
providing managerial leadership, direction, and effective monitoring of performance.
 Oversee and manage contractual relationships with external vendors and suppliers. Evaluate
contracts, purchase orders and other binding agreements.
 Prepare reports, gather information and make presentations as necessary and directed.
 Demonstrate leadership to Credit Union staff by acting as a role model for department and
credit union staff.
 Performs all responsibilities in accordance with CW Values, compliance, regulatory and
Information Protection requirements.
 Be a visible supporter of the Credit Union’s community involvement by volunteering for events
and activities that enrich the communities of the central Willamette Valley.
 Performs additional duties as assigned

QUALIFICATIONS
 Must demonstrate strong organization, planning, staff development and leadership skills.
 Must demonstrate strong communication skills, both written and verbal to disseminate
information to the wider organization in a relevant and contextual manner.
 Must demonstrate ability to design, implement and maintain financial management programs,
plans and initiatives.3 | P a g e
 Working knowledge of generally accepted accounting principles (GAAP) and personnel laws.
 Ability to collect pertinent data, establish facts and draw valid conclusions, as well as
formulate ideas and recommendations.
 Excellent interpersonal, problem solving and presentation skills to effectively attack problems,
communicate with management, staff, and outside contacts.
 High level of expertise in the use of personal computers in a networked environment with
excellent spreadsheet, database, accounting, analysis, and word processing experience
required.
 Financial institution experience highly desired.

EDUCATION/EXPERIENCE REQUIREMENTS
 A Bachelor’s degree in Business Administration or a related field with emphasis in accounting,
or demonstrated experience required.
 A minimum five to seven (5-7) year’s senior level Finance/Treasury/Accounting experience in
a financial institution, or comparable work experience.
 A minimum three to five (3-5) years of progressively responsible work experience in a
management or supervisory role.

BENEFITS
Employees are eligible for the core medical, dental, and vision coverage the first of the month
following their date of hire. After a 90 day waiting period, employees are eligible to enroll in the
Flexible Spending Account, Group Life Insurance, Short and Long Term Disability. After 6 months of
employment, employees are eligible to enroll in the 401(k) Plan and the Credit Union will match your
contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your
gross salary.. In addition, we offer paid vacation and sick leave, paid holidays as well as paid
volunteer hours to serve at credit union endorsed organizations.

EEO STATEMENT
Central Willamette provides equal employment opportunity without regard to race, gender, age,
disability or any other classification protected by law. This policy applies to all areas of employment,
including recruitment, hiring, training, development, promotion, transfer, termination, layoff,
compensation, benefits, social and recreational programs, and all other conditions and privileges of
employment in accordance with applicable federal, state and local laws.4 | P a g e
It is the policy of Central Willamette to comply with all provisions of the Americans with Disabilities
Act (ADA). Central Willamette will not discriminate against any qualified employee or job applicant
with respect to any terms, privileges, or conditions of employment because of a person’s physical or
mental disability. Central Willamette will also make reasonable accommodations whenever
necessary for all employees or applicants with disabilities, provided that the individual is otherwise
qualified to safely perform the duties and assignments connected with the job and provided that any
accommodations made do not create an undue hardship to the Credit Union.