VP Controller

WHITEFISH CREDIT UNION ASSOCIATION•Kalispell, MT

About The Position

Manage and assume ownership over the credit union’s general ledger and takes appropriate steps, including development and implementation of internal controls, to ensure the overall integrity of the data contained therein. Oversee accounts payable, account reconciliations, fixed assets, and daily cash management functions. Establish, maintain and oversee appropriate financial policies, procedures and internal controls.

Requirements

Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management.
Excellent organizational, analytical, problem-solving, and negotiation skills.
Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.
Proficient in Microsoft Office Suite or related software.
Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.
Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
Ability and willingness to travel to other credit union facilities.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.
Protect Member and Whitefish Credit Union confidential information.
Bachelor’s degree in accounting, finance or banking required.
3-5 years on-the-job experience in an accounting environment; financial industry preferred.
3-5 years of supervisory experience.

Nice To Haves

CPA designation preferred.

Responsibilities

Responsible for ensuring all transactions are posted to the general ledger in accordance with the credit union’s policies and procedures, Generally Accepted Accounting Principles, and regulatory guidance.
Assume overall responsibility for managing and maintaining the integrity of the general ledger and related subsidiary ledgers, including loans, shares, and fixed assets
Oversee, review, and approve the preparation of periodic general ledger reconciliations, analysis of financial accounts, and preparation of journal entries.
Manage monthly and annual general ledger closings, including the preparation and recording of monthly accruals.
Oversee and review branch and cost accounting practices.
Responsible for all financial forecasting and reporting.
Manages the accounts payable, fixed assets, and daily liquidity management functions; prepares daily cash position reports for the CFO.
Conducts periodic financial budget variance analyses to identify risks and opportunities within the credit union and prepares management reports summarizing findings and recommendations.
Oversee and direct the activities of the AP function, including vendor management responsibilities. Vendor management will include the central filing and management of all contracts, development and maintenance of consolidated reports of contracts terms and conditions, risk identification and measurement, risk mitigation, and ongoing due diligence.
Oversee the capital asset acquisition process in accordance with established policies and procedures. Develop periodic budget variance analysis of capital acquisitions vs. budget.
Participate in the development, preparation and execution of annual report.
Participate in the development, preparation and execution of annual budgets.
Participate in the Asset/Liability Management Committee.
Effectively communicate all relevant financial, accounting and vendor management related information to the CFO.
Implement policies and procedures for the accounting department, and ensure that policies and procedures reflect current regulations, and are communicated to and implemented by subordinates.
Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
Review and approve staff timecards within prescribed timeline.
Ensure that all Accounting staff complies with the 5-consecutive-days out-of-office policy.
Participate in Whitefish Credit Union-sponsored and community-centered events.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Perform other duties as assigned.