Controller

Patriot Bank, N.A.; Stamford (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

A banking institution in Stamford, CT is seeking a seasoned finance professional to oversee financial reporting and departmental operations. The ideal candidate will have a Bachelor's degree in Accounting or Finance, 10 years of progressive experience, including 5 years in a managerial role. Responsibilities include ensuring compliance, mentoring staff, and coordinating audits. The role requires proficient knowledge of accounting software and strong analytical skills to manage financial integrity and reporting.

Qualifications

• 10 years of progressive accounting experience, 5 years in a supervisory or controller-level role.
• Strong knowledge of financial reporting and internal controls.
• Exceptional attention to detail and accuracy.

Responsibilities

• Manage staff functions and departmental operations for accounting.
• Prepare monthly Board of Directors financial package.
• Coordinate SEC Reporting with staff and auditors.

Skills

Financial reporting

Problem-solving

Analytical skills

Organizational skills

Leadership

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks

NetSuite

Sage

Excel

Job description

The incumbent is responsible for the integrity of management and SEC reporting in addition to integral functions such as departmental operations, budgeting and planning, ALCO reporting and staff development. Manage staff functions to ensure departmental responsibilities are completed. Provide mentoring and development opportunities. Ensure continuity of key departmental functions for vacations, termination, absences, etc. Reliable and timely financial reporting with a solid understanding of operating results and deviations to business plans.

• Closing of the books each accounting period, ensuring data integrity with a complete understanding of financial results.
• Preparation of the monthly Board of Directors financial package.
• Notify executive management about significant transactions, account balances, and account discrepancies requiring attention.
• Coordinate SEC Reporting with staff, external auditors and bank management.
• Prepare three-year business and capital plans for submittal to the Bank’s regulators.
• Work with external auditors to facilitate review completions. Perform similar function as required for internal auditor reviews and regulatory exams.
• Direct oversight of departmental operations including investments, fixed and prepaid assets, accounts payable, stock-based compensation, standard journal entries including accruals.
• Prepare internal ALCO reports and work with Sterne Agee to ensure integrity of the interest rate risk model.
• Coordinate the monthly general ledger reconciliation process.
• All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum, all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
• 10 years of progressive accounting experience, with at least 5 years in a supervisory or controller-level role.
• Strong knowledge of financial reporting and internal controls.
• Excellent analytical, problem-solving, and organizational skills.
• Proficiency in accounting software (e.g., QuickBooks, NetSuite, Sage) and advanced Excel skills.
• Exceptional attention to detail and accuracy.
• Strong communication and leadership skills.