Controller

Job Summary: The Controller for Managerial Accounting (will direct, manage and oversee the financial activities of the credit union to ensure compliance with State and Federal rules and regulations as they relate to the areas of responsibility for this role.

The Controller will ensure all accounting activities meet the generally accepted accounting practices (GAAP). In addition, the Controller will direct the preparation of current financial reports and summaries; and create forecasts predicting future growth. Supervisory Responsibilities: Oversees Accounting department.

Duties / Responsibilities: Participate in the credit union’s long‐ and short‐term strategic planning. Collaborates with executive leadership to develop and meet company goals while providing expertise and guidance.

Implements and communicates the strategic direction of the credit union to direct reports to ensure clear understanding of rules, regulations, requirements, and expectations. Oversee and manage the financial and accounting functions of the credit union to include: ALM, AP, AR, budgets, collections, GL, financial analysis, financial reporting and recordkeeping, and investments.

Responsible for the Credit Union’s budget process including development, formulation, accountability, as well as securing the approval of the annual budget and provides monthly budget variance reporting. Ensures that expenditures are within budget allocations and that all funds, physical assets, and other property of the credit union are appropriately safeguarded. Develop, implement, and evaluate policies and procedures for the Accounting and Collection Departments to ensure that policies and procedures reflect current regulations and are communicated to and implemented by subordinates.

Directs the preparation of all financial statements, including but not limited to income statements and balance sheets. Responsible for the preparation of monthly financial reports for the Board of Director meetings and of audited financial statements and regulatory financial reports, including the 5300 Call Report and the Tax Form 990. Lead and direct the committee that determines deposit and loan rates.

Responsible for making investment decisions and managing the investment portfolio. Works with the President and other executives to coordinate planning and establish priorities for the strategic planning process. Assist with lease negotiation and major purchasing decisions for capital equipment or other capital asset expenditures.

Assist in analysis of new branch site locations and closings of existing branches. Hold periodic staff meetings with staff. Other duties as assigned by the President/CEO.

Required Skills/Abilities: Excellent management and supervisory skills. Excellent analytical and organizational skills.

Proficient in database and accounting computer application systems. Excellent written and verbal communication skills. Excellent technical accounting skills.

Knowledge of Financial Statements, GAAP, NCUA rules and regulations and Investment Securities. Extremely high attention to detail, very organized, ability to learn quickly. Education and Experience:

Bachelors’ degree in Business Administration, Accounting, or Finance required. Master’s degree preferred. Certified Public Accountant designation preferred.

Eight to ten years of experience in financial management required. Physical Requirements: Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times. Compensation Information: A competitive compensation and benefits package shall be offered to the selected candidate and includes the following: health, dental, retirement plan, paid holidays, and paid time off.

United Credit Union is an Equal Employment Opportunity Employer. United Credit Union employees are employees at will. Employment may be terminated for any reason and likewise United Credit Union may terminate employment for any reason with or without notice.