Controller

American Heritage Credit Union; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Health benefits

401(k) with generous match

Growth opportunities

Job summary

American Heritage Credit Union is seeking an experienced Controller to lead the accounting function and supervise the staff in delivering high-quality financial services to members and associates.

The role encompasses budgeting, audits, financial statement interpretation, and reporting to executive management. Requires 5–8 years in accounting management and a CPA license, with strong GAAP knowledge and supervisory capability.

Qualifications

• 5–8 years of experience in accounting management or related financial role.
• 3–5 years of supervisory experience required.
• CPA license required; GAAP knowledge essential.
• Equivalent college degree in Accounting/Finance with professional certification or graduate degree accepted.
• Advanced PC skills: Word, Excel, MS Outlook; familiarity with Symitar.

Responsibilities

• Direct accounting functions and oversee daily Accounting staff to ensure service quality.
• Review and disseminate all financial and statistical reporting.
• Assist CFO with budgeting, audits, and financial planning/reporting for management and CUSOs.
• Manage month-end close, accruals, settlement, and general ledger activity.
• Oversee mortgage accounting and related reporting for the organization and CUSOs.
• Coordinate audits with regulators and auditors; respond to findings and implement recommendations.
• Support mergers-related accounting activities and maintain GL reconciliations.

Skills

Staff management

Financial analysis

GAAP

Education

Bachelor's degree in Accounting/Finance

CPA license

Graduate degree or professional certificate

Tools

Symitar

MS Outlook

Excel

Job description

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.

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.

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.

Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.

EOE M/F/D/V