Heritage Financial Credit Union
2 days ago Be among the first 25 applicants
Description:
Come join Heritage Financial Credit Union's Accounting Team as
Controller
Are you a strategic financial leader with a passion for driving operational excellence?
Do you have a proven track record in accounting and financial reporting within the credit union or financial services sector?
We’re seeking a dynamic
Controller
to oversee our Credit Union’s accounting operations and financial reporting. In this pivotal role, you’ll ensure compliance, maintain accurate financial controls, and partner with executive leadership to support our growth and long-term success.
If you’re ready to make a significant impact and play a vital role in shaping the future of a member-centric organization, we want to hear from you!
About Us Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
Our Values
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
Position Purpose The Controller plays a key leadership role in overseeing the Credit Union’s accounting operations and financial reporting functions. This position is responsible for ensuring compliance with all legal, regulatory, and accounting standards, including adherence to Generally Accepted Accounting Principles (GAAP). The Controller manages a team of accounting professionals and is instrumental in maintaining accurate financial records and controls, audit and regulatory requirements, budgeting and asset liability support, and contributing to strategic financial decision-making. The Controller will partner closely with the SVP of Financial Operations and executive leadership to maintain sound financial practices and support strategic growth and operational excellence.
Essential Functions
Leadership & Team Management: Lead, mentor, and develop the accounting team to promote high performance, accountability, and professional growth.
Conduct performance evaluations and manage staffing needs including hiring, training, and ongoing development.
Maintain open and effective communication to ensure team alignment with organizational goals.
Actively participate in cross-departmental projects and serve on committees such as Asset-Liability Management (ALM) and Pricing.
Support a member-centric culture by promoting Credit Union products and services when appropriate.
Financial Reporting, Compliance & Controls: Oversee the preparation of accurate and timely internal and external financial statements, including monthly, quarterly and annual reports.
Ensure compliance with GAAP, NCUA regulations, and internal financial policies and procedures.
Maintain and continuously improve accounting systems, internal controls, and reporting processes.
Coordinate the creation and aggregation of accurate and timely ALM reporting deliverables.
Serve as a key liaison during audits and regulatory exams, preparing documentation and managing responses.
Maintain accurate records of all assets, liabilities, income, and expenses of the Credit Union.
Operational Finance & Strategic Support: Manage general ledger operations, account reconciliations, and regulatory filings.
Oversee Accounts Payable and ensure proper controls and timely processing.
Monitor and manage treasury functions, investment activities, and portfolio performance.
Provide financial insights and analysis to support strategic decision-making and long-term planning.
Supervising and developing staff including performance management and training.
Support the SVP of Financial Operations in the development, monitoring, and analysis of the annual budget and long-term financial forecasts.
Pay & Benefits Salary: $98,000 - $120,000
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
Requirements Education/Certification: 4 year college degree preferred plus five to seven years of experience in the management of an accounting department in a banking setting; or a comparable combination of education and experience. Master’s Degree preferred.
Required Knowledge: Thorough knowledge of accounting principles and excellent communication skills.
Experience Required: Experience using PC-based accounting software, Microsoft Office Suite (intermediate to advanced level Excel and Word) and Adobe Acrobat. Use of COCC’s Insight (FISERV DNA) core & associated reporting is highly preferred.
Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, communication and analytical skills. Strong interpersonal skills for collaborating with other departments and managing staff. Excellent attention to detail, problem-solving, and communication abilities are crucial for accuracy and collaboration.
Application Referrals increase your chances of interviewing at Heritage Financial Credit Union by 2x
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Description:
Come join Heritage Financial Credit Union's Accounting Team as
Controller
Are you a strategic financial leader with a passion for driving operational excellence?
Do you have a proven track record in accounting and financial reporting within the credit union or financial services sector?
We’re seeking a dynamic
Controller
to oversee our Credit Union’s accounting operations and financial reporting. In this pivotal role, you’ll ensure compliance, maintain accurate financial controls, and partner with executive leadership to support our growth and long-term success.
If you’re ready to make a significant impact and play a vital role in shaping the future of a member-centric organization, we want to hear from you!
About Us Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
Our Values
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
Position Purpose The Controller plays a key leadership role in overseeing the Credit Union’s accounting operations and financial reporting functions. This position is responsible for ensuring compliance with all legal, regulatory, and accounting standards, including adherence to Generally Accepted Accounting Principles (GAAP). The Controller manages a team of accounting professionals and is instrumental in maintaining accurate financial records and controls, audit and regulatory requirements, budgeting and asset liability support, and contributing to strategic financial decision-making. The Controller will partner closely with the SVP of Financial Operations and executive leadership to maintain sound financial practices and support strategic growth and operational excellence.
Essential Functions
Leadership & Team Management: Lead, mentor, and develop the accounting team to promote high performance, accountability, and professional growth.
Conduct performance evaluations and manage staffing needs including hiring, training, and ongoing development.
Maintain open and effective communication to ensure team alignment with organizational goals.
Actively participate in cross-departmental projects and serve on committees such as Asset-Liability Management (ALM) and Pricing.
Support a member-centric culture by promoting Credit Union products and services when appropriate.
Financial Reporting, Compliance & Controls: Oversee the preparation of accurate and timely internal and external financial statements, including monthly, quarterly and annual reports.
Ensure compliance with GAAP, NCUA regulations, and internal financial policies and procedures.
Maintain and continuously improve accounting systems, internal controls, and reporting processes.
Coordinate the creation and aggregation of accurate and timely ALM reporting deliverables.
Serve as a key liaison during audits and regulatory exams, preparing documentation and managing responses.
Maintain accurate records of all assets, liabilities, income, and expenses of the Credit Union.
Operational Finance & Strategic Support: Manage general ledger operations, account reconciliations, and regulatory filings.
Oversee Accounts Payable and ensure proper controls and timely processing.
Monitor and manage treasury functions, investment activities, and portfolio performance.
Provide financial insights and analysis to support strategic decision-making and long-term planning.
Supervising and developing staff including performance management and training.
Support the SVP of Financial Operations in the development, monitoring, and analysis of the annual budget and long-term financial forecasts.
Pay & Benefits Salary: $98,000 - $120,000
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
Requirements Education/Certification: 4 year college degree preferred plus five to seven years of experience in the management of an accounting department in a banking setting; or a comparable combination of education and experience. Master’s Degree preferred.
Required Knowledge: Thorough knowledge of accounting principles and excellent communication skills.
Experience Required: Experience using PC-based accounting software, Microsoft Office Suite (intermediate to advanced level Excel and Word) and Adobe Acrobat. Use of COCC’s Insight (FISERV DNA) core & associated reporting is highly preferred.
Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, communication and analytical skills. Strong interpersonal skills for collaborating with other departments and managing staff. Excellent attention to detail, problem-solving, and communication abilities are crucial for accuracy and collaboration.
Application Referrals increase your chances of interviewing at Heritage Financial Credit Union by 2x
#J-18808-Ljbffr