The Role
Assistant Controller responsible for financial reporting, monthly close, reconciliations, regulatory filings, budgeting, audits, internal controls, and accounting staff supervision at a credit union. The role also oversees loan analytics, ACH operations, check returns, wire processing, fraud claims, and compliance activities while supporting the Controller and providing guidance on complex accounting matters.
Summary Generated by Built In
Angott Search Group is pleased to partner with a respected credit union in the search for an Assistant Controller. This position plays a key leadership role within the Accounting department, overseeing daily accounting operations, financial reporting, regulatory compliance, and internal controls while supporting the Controller and broader organization.
Responsibilities:
- Ensure accurate and timely financial reporting in accordance with GAAP and applicable regulatory requirements.
- Manage the monthly close process, including general ledger reconciliations, journal entries, balance sheet and income statement preparation.
- Oversee monthly analysis of loan participations, investments, and derivatives, including related journal entries and reconciliations.
- Review and approve journal entries, account reconciliations, and financial statements.
- Oversee preparation of regulatory filings, including NCUA Call Reports.
- Supervise, mentor, and develop accounting staff, including hiring, training, performance management, and professional development.
- Provide guidance on complex accounting matters and serve as an escalation point for departmental issues.
- Lead or support budgeting processes, including operating expenses and non-interest income, as well as variance analysis.
- Prepare dividend recommendations and monthly financial performance narratives and visual reporting.
- Coordinate preparation for audits and regulatory examinations and work with internal and external auditors.
- Manage loan analytics systems, including reconciliation of loan balances, charge-offs, delinquency data, and related reporting.
- Assist with oversight of ACH operations, including business account onboarding, NACHA compliance, file submissions, returns, exceptions, and fraud claims.
- Assist with oversight of check returns and wire processing, including resolution of returned items and fraud claims.
Qualifications:
- Bachelor’s degree in Accounting or Finance required.
- Minimum of five years of accounting or financial experience, including at least two years in a leadership or supervisory capacity.
- Strong knowledge of GAAP and financial reporting standards.
- Familiarity with credit union operations, regulatory requirements, Federal Reserve systems, ACH, and check-clearing processes.
- Understanding of financial planning, budgeting, and analysis.
- Strong analytical, problem-solving, and decision-making skills.
- Advanced proficiency in Microsoft Excel, including formulas and financial analysis.
- Experience with automated accounting and electronic delivery systems.
- Ability to analyze complex financial data and identify process improvements.
- Strong leadership and mentoring abilities.
- Excellent written and verbal communication skills, including the ability to explain accounting concepts to non-accounting staff.
- High level of integrity and discretion when handling confidential information.
- Ability to work independently, manage multiple priorities, and maintain composure in a deadline-driven environment.
- CPA licensure or MBA preferred.
Skills Required
- Bachelor's degree in Accounting or Finance
- At least five years of accounting or financial experience
- At least two years of leadership or supervisory experience
- Strong knowledge of GAAP and financial reporting standards
- Familiarity with credit union operations and regulatory requirements
- Familiarity with Federal Reserve systems, ACH, and check-clearing processes
- Understanding of financial planning, budgeting, and analysis
- Strong analytical, problem-solving, and decision-making skills
- Advanced proficiency in Microsoft Excel, including formulas and financial analysis
- Experience with automated accounting and electronic delivery systems
- Ability to analyze complex financial data and identify process improvements
- Strong leadership and mentoring abilities
- Excellent written and verbal communication skills
- High level of integrity and discretion when handling confidential information
- Ability to work independently, manage multiple priorities, and maintain composure in a deadline-driven environment
- CPA licensure or MBA
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The Company
What We Do
Angott Search Group is a national, full-service executive search and recruiting firm that connects organizations with executives, managers, and other high-impact leaders. It supports boards, CEOs, and executive teams with leadership hiring, succession planning, talent assessment, and confidential replacements. Its sector expertise spans banking, credit unions, automotive, manufacturing, legal, energy, information technology, and professional services, with nationwide direct-hire placement for client organizations.
