Controller

JOIN Soarion Credit Union in 2025!!

We take care of our people: Joining Soarion Credit Union is the career move to make in 2025! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee as well as a GENEROUSPaid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Job Summary

The Controller is responsible for the overall integrity of the Credit Unions financial reporting internal controls accounting operations and regulatory compliance. This role oversees all day-to-day accounting functions ensures compliance with GAAP and NCUA requirements leads month-end and year-end close processes and provides strategic financial insight to senior leadership. The Controller manages the Accounting Department and serves as a key financial steward of the organizations assets ensuring accurate reporting fiscal discipline and a strong control environment.

Supervisory Responsibilities

As a leader of people the Controller must possess a continuously improving degree of emotional intelligence to coach develop and inspire direct reports. This includes ensuring the team delivers a stellar internal and external member experience while upholding financial integrity accuracy and operational excellence.

Work Location

This is an onsite position. Occasional remote work may be available and is subject to prior approval by management.

Duties and Responsibilities

Financial Leadership & Strategy

• Lead the Credit Unions financial reporting function ensuring timely and accurate financial statements in accordance with GAAP.
• Serve as a key advisor to the AVP of Accounting/Finance CFO and Senior Leadership on financial health trends risks and opportunities.
• Assist with annual budgeting long-range financial planning profitability analysis and forecasting.
• Provide financial guidance for strategic initiatives product launches and operational changes.

Internal Controls & Risk Management

• Ensure compliance with Credit Union policies and procedures NCUA regulations FASB guidance CECL requirements and GAAP.
• Maintain and continuously strengthen internal control systems to safeguard assets and ensure data integrity.
• Oversee the design and documentation of accounting policies procedures and workflows.
• Monitor liquidity accounting risks unusual variances aging GL items and potential fraud indicators.
• Ensure segregation of duties dual controls and strict adherence to policy.
• Lead remediation efforts for audit findings and implement process improvements.

Supervisory

• Provide day-to-day leadership coaching training and performance management to the Accounting Team.
• Set clear expectations and KPIs; monitor results to ensure accuracy and timeliness.
• Foster a culture of accountability compliance and continuous improvement.

Systems

• Serve as Administrator for GL structures Core systems accounting configurations and other key financial applications.
• Maintain user privileges system access controls and GL mapping integrity.
• Lead automation and workflow enhancements to drive efficiency in reporting reconciliations and financial analysis.
• Oversee development and maintenance of financial statistical and accounting records of the Credit Union.

Accounts Payable & General Accounting Oversight

• Ensure proper GL coding approval workflow and timely payment of vendor invoices.
• Oversee accounts receivable fixed assets depreciation schedules lease accounting and prepaid amortization.
• Ensure consistency completeness and compliance in all AP and AR functions.

Operations Oversight

• Lead the full month-end and year-end close processes including journal entries reconciliations accruals and variance analysis.
• Conduct documented variance reviews on the Balance Sheet and Income Statement resolving discrepancies in accordance with GAAP and NCUA guidelines.
• Ensure the accuracy of daily and monthly Credit Union activity postings (loans funded share transactions wires settlement accounts).
• Oversee reconciliation of cash investments loans member deposits payroll entries accruals and other key balance sheet accounts.
• Monitor trends in operating expenses revenue and budget variances; prepare financial reports for executive leadership and the Board of Directors.
• Ensure timely and accurate regulatory reporting including NCUA Call Reports and other compliance filings.

Operations Support / Projects

• Partner with the CFO and Senior Leadership on financial planning capital strategy and cost containment.
• Support product development through accurate GL setup mapping reconciliation controls and financial impact assessments.
• Prepare documentation for internal and external auditors examiners and regulatory reviews.
• Participate on cross-functional teams and lead department initiatives as assigned.
• Support ALM reporting CECL modeling investment accounting and liquidity management as applicable.
• Lead accounting aspects of system conversions integrations and automation initiatives.

Other Duties

• Performs other job-related duties as assigned.

Knowledge and Skills

• Excellent verbal and written communication skills.
• Strong supervisory and leadership capability.
• Extensive knowledge of GAAP credit union accounting internal controls NCUA regulations and financial reporting best practices.
• Strong organizational skills and attention to detail.
• Ability to analyze complex financial data and provide clear recommendations.
• Advanced proficiency in accounting systems GL structure and reporting tools.

Education and Experience

• Bachelors Degree in Accounting required.
• Certified Public Accountant (CPA) required.
• 58 years of progressively responsible accounting leadership experience preferably in a credit union or financial institution.
• Strong understanding of GAAP and regulatory requirements.
• Experience managing financial operations internal controls and month-end close processes.

Physical Requirements

• Position is mostly sedentary activity for approximately seven (7) hours per day. Must have the ability to bend stoop walk or climb stairs up to one (1) hour per day. Must have the ability to lift transfer or move up to 15 lbs. of equipment supplies or other materials.

Special Requirements

• Must be bondable.
• Must be available to work overtime or Saturdays as needed.

We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race religion ethnicity national origin citizenship gender gender identity sexual orientation age veteran status disability genetic information or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability please contact our Human Resources team at