Controller

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 135,000 - 180,000; Full time

Job summary

American Heritage Credit Union is seeking an experienced Controller to direct accounting functions and lead the Accounting staff in delivering high-quality service to members and staff.

The role involves budgeting, audits, financial statement interpretation, and preparation of reports for executive management. Competitive salary and an extensive benefits package are offered.

Qualifications

• Five to eight years of accounting management experience.
• Three to five years of supervisory experience.
• College degree in Accounting/Finance and a professional certificate or a graduate degree.
• CPA license required.
• GAAP knowledge and strong financial acumen.
• Advanced mathematical skills.

Responsibilities

• Maintain a highly motivated, well trained staff and evaluate job performance; provide training and coaching; meet with staff to review goals and celebrate successes.
• Review and disseminate all financial and statistical reporting.
• Assist the CFO in developing and maintaining financial reporting including month-end, board, ALCO, and regulatory/vendor reporting for American Heritage and its CUSOs.
• Manage the month-end financial process including review of financial statements, accruals, settlement, and GL accounts.
• Review and report all mortgage accounting activities for American Heritage and its CUSOs.
• Perform budget duties including collecting, developing, and formalizing data for budget processing and review of AHCU and its CUSOs.
• Forecasting duties using the asset/liability (ALM) model.
• Cost analysis to support organizational lines of business, products, and services.
• Assist the CFO in accounting and analysis of investments and cash flow monitoring.
• Develop and maintain financial and statistical metrics per the organization's strategic plan.
• Oversee accounting-related functions pertaining to mergers.
• Review all General Ledger account reconciliations.
• Review AES/PHEAA student loan accounting.
• Liaise with regulatory examiners and auditors to support audits and respond to findings.

Skills

Accounting mgmt

Supervisory

CPA license

GAAP knowledge

Analytical skills

Advanced math

Excel

Symitar

Education

Accounting/Finance degree

CPA or graduate degree

Tools

MS Outlook

Word

Job description

RESPONSIBILITIES INCLUDE:

• Maintain a highly motivated, well trained staff and evaluate job performance in a timely manner to ensure quality of work and service to members and staff; Provide training and coaching to new and existing team members; Meet with staff regularly to review goals, develop and implement effective methods for performing their job duties, and celebrate successes.
• Responsible for the review and dissemination of all financial and statistical reporting.
• Assist the Chief Financial Officer in the development and maintenance of all financial reporting including but not limited to month-end reports, board reports, asset-liability committee (ALCO) reports, and regulatory and vendor reporting for American Heritage and its Credit Union Service Organizations (CUSOs).
• Manage the month-end financial process including the review of financial statements, accruals, settlement, and general ledger accounts.
• Responsible for the review and reporting of all mortgage accounting activities for American Heritage and its CUSOs.
• Perform budget duties including collecting, developing, and formalizing all data required for budget processing and review of American Heritage and its CUSOs.
• Perform forecasting duties which include assisting the CFO in the maintenance and processing of data analyses using the asset/liability (ALM) model.
• Perform cost analysis duties which include assisting the CFO in the development and analysis of organizational lines of business, products, and services.
• Assist the CFO in the accounting and analysis of organizational investments and cash flow monitoring.
• Assist the CFO in the development and maintenance of financial and statistical metrics as defined in the organization's strategic plan.
• Oversee Accounting-related functions pertaining to mergers.
• Responsible for all General Ledger account reconciliations.
• Responsible for the review of all AES/PHEAA student loan accounting.
• Serve as the liaison to regulatory agency examiners and auditors to provide support and assistance during a financial audit or review including attending various audit meetings, facilitating and communicating requests for information between the financial auditors and Credit Union and CUSOs; Assist the CFO with reviewing externally prepared drafts of audit reports for accuracy and completeness; work closely with auditors to recommend corrections as needed; Assist management with the review of and response to audit findings and recommendations, ensuring that responses are accurate, comprehensive, and accurately reflect the position of the Credit Union and its CUSOs; Assist management in developing strategies for effective and efficient implementation of audit recommendations.

QUALIFICATIONS:

• Five to eight years of experience in accounting management or other relevant financial position.
• Three to five years supervisory experience required.
• Equivalent to a college degree in Accounting/Finance and a professional certificate or a graduate degree.
• Certified Public Accountant (CPA) license required.
• Requires working knowledge of generally accepted accounting principles (GAAP) and a firm understanding of financial concepts.
• Proven ability to perform intensive fact-finding investigations required to solve major, complex problems.
• Requires extensive creativity and resourcefulness.
• Work requires advanced working knowledge of PC applications (Word, Excel, MS Outlook, Symitar).
• Advanced mathematical skills required.

American Heritage Credit Union, a $5.4+ billion credit union, has an immediate opening for an experienced Controller. If you are looking to join a dynamic and growing Credit Union, this is the position for you!

This position will direct the credit union's accounting functions and oversee the daily operations of the Accounting staff to ensure they are providing an ultimate level of service to the members, associates, and clients of American Heritage Credit Union. Assigned areas of responsibility include assisting with the annual budget, audits, planning, analysis, and interpretation of financial statements, and preparation of reports for executive management.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our associates.

EOE M/F/D/V