Controller

American Heritage Credit Union•Philadelphia, PA

19d

About The Position

American Heritage Credit Union is seeking an experienced Controller to direct the credit union’s accounting functions and oversee the daily operations of the Accounting staff. The role supports a high level of service to members, associates, and clients. Areas of responsibility include the annual budget, audits, financial planning and analysis, interpretation of financial statements, and preparation of reports for executive management. The Controller also supports American Heritage Credit Union’s Credit Union Service Organizations (CUSOs).

Requirements

Five to eight years of experience in accounting management or another relevant financial position.
Three to five years of supervisory experience.
Education equivalent to a college degree in Accounting or Finance, plus a professional certificate or graduate degree.
Certified Public Accountant (CPA) license required.
Working knowledge of generally accepted accounting principles (GAAP) and a firm understanding of financial concepts.
Proven ability to conduct intensive fact-finding investigations to solve major, complex problems.
Extensive creativity and resourcefulness.
Advanced working knowledge of PC applications, including Word, Excel, MS Outlook, and Symitar.
Advanced mathematical skills.
Correspondence should include a resume listing job history and salary expectations.
Candidates are subject to credit, criminal, employment, drug/alcohol, and education background checks.

Responsibilities

Maintain a motivated, well-trained staff and evaluate job performance in a timely manner to support quality work and service.
Provide training and coaching to new and existing team members; meet with staff regularly to review goals, develop effective work methods, and celebrate successes.
Review and disseminate financial and statistical reporting.
Assist the Chief Financial Officer (CFO) with developing and maintaining financial reporting, including month-end, board, ALCO, regulatory, and vendor reports for American Heritage and its CUSOs.
Manage the month-end financial process, including review of financial statements, accruals, settlement, and general ledger accounts.
Review and report on mortgage accounting activities for American Heritage and its CUSOs.
Collect, develop, and formalize data for budget processing and review for American Heritage and its CUSOs.
Assist the CFO with forecasting and maintaining and processing data analyses using the asset/liability (ALM) model.
Assist the CFO with cost analysis of organizational lines of business, products, and services.
Assist the CFO with accounting and analysis of organizational investments and cash flow monitoring.
Assist the CFO with developing and maintaining financial and statistical metrics defined in the organization’s strategic plan.
Oversee accounting-related functions pertaining to mergers.
Manage all general ledger account reconciliations.
Review AES/PHEAA student loan accounting.
Act as liaison to regulatory examiners and auditors, providing support during financial audits or reviews, attending audit meetings, and facilitating information requests between auditors and the Credit Union and CUSOs.
Assist the CFO in reviewing externally prepared audit report drafts for accuracy and completeness, and work with auditors to recommend corrections as needed.
Assist management in reviewing and responding to audit findings and recommendations, and in developing strategies to implement recommendations effectively and efficiently.