Heritage Financial Credit Union
Job Overview
The Controller plays a key leadership role in overseeing the Credit Union’s accounting operations and financial reporting functions. This position ensures 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, asset liability support, and contributing to strategic financial decision‑making. The Controller partners closely with the SVP of Financial Operations and executive leadership to maintain sound financial practices and support strategic growth and operational excellence.
Key Responsibilities
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.
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 reporting requirements, 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.
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.
Supervise and develop the accounting 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.
Salary and Benefits Salary:
$98,000 – $120,000 per year (depending on experience)
Incentives and Merit Increases
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
Experience using PC‑based accounting software, Microsoft Office Suite (intermediate to advanced 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.
Employment Details Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Accounting / Auditing and Finance
Industry:
Banking, Accounting, and Financial Services
Location:
Newburgh, NY
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Key Responsibilities
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.
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 reporting requirements, 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.
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.
Supervise and develop the accounting 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.
Salary and Benefits Salary:
$98,000 – $120,000 per year (depending on experience)
Incentives and Merit Increases
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
Experience using PC‑based accounting software, Microsoft Office Suite (intermediate to advanced 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.
Employment Details Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Accounting / Auditing and Finance
Industry:
Banking, Accounting, and Financial Services
Location:
Newburgh, NY
#J-18808-Ljbffr