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Description:
REPORTING RELATIONSHIPS
FINANCIAL CONTROLLER REPORTS TO: Chief Financial Officer (CFO)
FINANCIAL CONTROLLER PURPOSE
To direct the operations of the Accounting Department; prepare financial reports, monthly financial records, annual reports, IRS forms, tax and collateral filings including annual plan and operating budgets; ensure complete, accurate, and timely completion of financial and accounting records for the Credit Union and prepare analysis of operations for management.
FINANCIAL CONTROLLER ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective performance of Accounting functions.
Ensure the department meets all deadlines with respect to settlement activities, with minimal errors and no errors that result in a loss to the Credit Union. Ensure the Credit Union’s books and general ledger accounts are always in balance and current according to Generally Accepted Accounting Principles (GAAP).
Maintain a cohesive, highly trained, motivated staff sufficient to meet daily department demands. Keep management informed regarding key operating issues affecting the department Develop recommendations for cost efficiencies and enhancements by monitoring industry trends Ensure recovery of all critical department functions for business contingency within recovery times set by business constraints or disaster recovery plan. Note observations of employee performance throughout year. Completing performance reviews within the prescribed timeframe.
Assumes responsibility for maintaining effective business relations with security and investment brokers and other trade professionals.
Maintains and conveys the Credit Union’s professional reputation.
Provides assistance and acts as the Credit Union’s representative as needed.
Assumes responsibility for related duties as required or assigned.
Stays informed of trends and changes in the finance field.
Completes other duties as assigned, including cross training in current or other departments
Serves as a financial resource for Management.
Requirements:
FINANCIAL CONTROLLERQUALIFICATIONS
EDUCATION/CERTIFICATION:
Bachelor’s degree or an equivalent combination of experience and training.
Master’s degree preferred (from an AACSB accredited Business School)
CPA required
REQUIRED KNOWLEDGE:
Knowledge of related accounting and computer applications.
Thorough understanding of investments, financial research, and reporting.
EXPERIENCE REQUIRED:
Five to seven years of similar or related experience, preferably with industry or public accounting experience.
SKILLS/ABILITIES:
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
Work may involve motivating or influencing others.
Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Education in accounting or finance. Proficient with spreadsheets and word processing software.
PI176755488
