On-Site Assistant Controller – Bank Accounting

Socket.dev; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401K with company match

11 paid holidays

Vacation and sick days accrual

Discretionary bonus potential

Job summary

Beal Bank USA seeks an Assistant Controller to support the Controller in overseeing daily accounting operations, prepare financial statements, and strengthen internal controls. This is an on-site role with no remote option.

You will supervise accounting staff, coordinate monthly closes, and liaise with auditors, regulators, and tax advisors while pursuing process improvements and CECL accounting support.

Qualifications

• Bachelor's degree in Accounting required.
• CPA certification or relevant accounting management experience in a financial institution required.
• Progressive accounting experience, including financial statement preparation, general ledger accounting, month-end close, journal entries, and account reconciliations.
• Strong working knowledge of U.S. GAAP and fundamental accounting processes.
• Working knowledge of CECL and related accounting and reporting requirements.
• Previous accounting or finance experience with a bank, credit union, or other regulated financial institution is preferred.
• Experience reviewing accounting work and providing clear, constructive day-to-day guidance to accounting staff.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUP, XLOOKUP, SUMIFS, INDEX/MATCH, and analysis of large data sets.
• Strong analytical, variance analysis, problem-solving, and organizational skills.
• Ability to work on-site during all scheduled working hours.

Responsibilities

• Oversee daily accounting operations and coordinate monthly, quarterly, and annual close activities.
• Provide day-to-day oversight and guidance to accounting staff and ensure work is completed accurately and on schedule.
• Review journal entries, reconciliations, accruals, and regulatory reporting with shared oversight.
• Coordinate with external auditors, internal audit, regulators, and tax advisors; track findings to resolution.
• Maintain and improve internal control documentation, policies, close checklists, and segregation-of-duties controls.
• Identify and implement process improvements, including automation of reconciliations and reporting.
• Oversee fixed-asset accounting including additions, disposals, depreciation, and reconciliations.
• Support CECL accounting and reporting and assist with technical accounting matters.
• Respond to ad hoc requests from the Controller and management with analysis and reporting.
• Maintain complete and confidential accounting records and escalate issues promptly.

Skills

Accounting leadership

U.S. GAAP

CECL knowledge

Excel advanced

Regulatory reporting

Month-end close

Journal entries

Audit coordination

Staff supervision

On-site collaboration

Education

Bachelor's degree in Accounting

CPA certification

Bank/regulated institution experience

Tools

Microsoft Excel

PivotTables

VLOOKUP

XLOOKUP

Accounting software

Job description

Beal Bank USA seeks an Assistant Controller to support the Controller in overseeing daily accounting operations, prepare financial statements, and strengthen internal controls. This is an on-site role with no remote option.

You will supervise accounting staff, coordinate monthly closes, and liaise with auditors, regulators, and tax advisors while pursuing process improvements and CECL accounting support.