Controller (Credit Union / Financial Services)
Onsite Full-Time $120000 $150000
Financial Services / Credit Union
We are seeking an experienced Controller to lead financial operations for a well-established member-focused financial institution. This is a key leadership role responsible for overseeing accounting functions ensuring regulatory compliance and driving financial strategy.
This position is ideal for a hands-on leader with strong accounting expertise and experience in credit union banking or financial services environments.
Position Overview
The Controller will oversee all aspects of financial management including reporting general ledger budgeting and compliance. This role partners closely with executive leadership to provide financial insights ensure operational integrity and support long-term organizational stability.
Key Responsibilities
Financial Operations & Reporting
Oversee all accounting operations including general ledger reconciliations and financial reporting
Prepare and analyze monthly quarterly and annual financial statements
Ensure accuracy timeliness and integrity of financial data
Budgeting & Forecasting
Lead budgeting and forecasting processes
Analyze financial performance and provide strategic recommendations
Monitor key financial metrics and identify trends
Compliance & Controls
Ensure compliance with regulatory requirements for financial institutions
Implement and maintain strong internal controls
Support audits and coordinate with external auditors
Leadership & Team Management
Lead mentor and develop the accounting team
Establish best practices and drive operational efficiency
Foster a culture of accountability and continuous improvement
Strategic Support
Partner with leadership to support financial planning and decision-making
Provide insights to improve financial performance and operational outcomes
Requirements
Required Qualifications
Bachelors degree in Accounting Finance or related field
10 years of accounting or finance experience
Strong experience in financial reporting general ledger management and reconciliations
Proven leadership experience in a Controller or senior accounting role
Experience in credit union banking or financial services (highly preferred)
Strong knowledge of regulatory compliance in financial institutions
Advanced proficiency in Microsoft Excel
Experience with accounting systems and financial tools
Preferred Qualifications
CPA or CMA certification
Experience in member-owned or community-based financial institutions
Background in audit coordination and regulatory reporting