InRoads Credit Union
Contact: Amy Howard
Email: [email protected]
Phone: (503) 366-6310
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Participate in the development of revenue and expense forecasts incorporating internal and external factors including financing and economic market factors.
- Compile data for financial reports, research and report on rationale for variances, and advice on short and long-term financial objectives, policies, and actions.
- Monitor financial activities and details for legal and regulatory compliance.
- Provide direction and assistance to organizational units regarding accounting and budgeting policies and efficient control and utilization of financial resources.
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- Continuously respond to requests for management reports on various budget and financial analyses of capital and people investments and returns.
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting, finance and payroll standards.
- Lead staff training and development of staff in all areas of accounting which can include budgeting and financial management, financial reporting, bank account and GL account monitoring and reconciliation, billing, accounts payable, payroll, and management of ATM, ACH, Share Draft and plastic card duties.
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions, such as promotions and dismissals.
- Provide oversight and authorizations as required for all fund deposits, disbursements and payroll deduction computations and withholdings.
- Responsible to ensure accuracy and timeliness of all accounting and payroll processing to deliver reliable and current financial data for organizational planning.
- Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
- Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
- Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
- Develop deep understanding of business opportunities, impediments, and impact of individual contracts to provide best-practice financial guidance for principals.
- Anticipate and advise on legal and/or regulatory changes impacting financial planning and/or resulting in unexpected shifts in financial results.
- Identify complex problems and review related information to develop and evaluate options, using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Consistently listen to business needs, apply understanding to the points being made, and ask questions as appropriate to advise on costs and benefits of potential actions
- Bachelor’s Degree in Accounting, Finance or closely-related major.
- Or must have at least 5 – 7 years of job related or similar experience including knowledge of financial product and services, strong leadership, coaching and supervisory skills.
- CPA certification is desired.
After training is complete, with the CRFO’s approval, the Controller may work from a remote location at least part time.