Title: Director/Manager Controller

Location: Queens, NY (Hybrid)

Duration: Permanent

Assists with the management of the daily operations of the Controller's office, acting as proxy and support to the VP, Controller as needed. Ensures that financial reporting is completed and delivered timely. Serves as leader on department projects, using experience and knowledge to develop staff. Helps to foster a collaborative work environment which supports the growth of talent within the department and provides opportunities to add value to various stakeholders.

This position is expected to be hybrid.

• Regardless of seniority or role, uphold Client mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors
• Ensure accurate completion of monthly financial reporting, (Financial Statements, CECL and Investment Portfolio) and quarterly regulatory reporting.
• Assist in overseeing the annual budget process, tax reporting, external and regulatory audits including preparation of financial statements, interpretation of tax regulations and communication with auditors.
• Interview and select staff for employment. Train, monitor, coach, challenge, develop, and evaluate supervisory staff. Complete and administer performance snapshots timely. Promote teamwork and cooperation within the team, department, and across the Credit Union. Foster an environment of quality operational processing and service by utilizing coaching techniques to achieve desired performance levels. Identify training needs of the team and plan, coordinate, and schedule staff training opportunities.
• Use software applications to drive internal controls and process improvements for daily functions of the department, and help guide managers to be a partner to internal stakeholders in providing meaningful accounting and analytical support.
• Identify, assess, and manage potential risks that could negatively impact CLIENT. Develop internal quality control metrics and performance tracking.
• Responsible for project management, from vendor selection through implementation and training. Place special emphasis on developing and supporting staff working on these projects.
• Work with the other management team members to develop an agile management style that develops the skills and mindset necessary for self-management and effective team dynamics among staff.
• Manage the daily activity of the Office of Controller staff including, but not limited to, regulatory and tax reporting, investment accounting, F/X, and budgeting.
• Identify gaps and potential inefficiencies in the department's operations and present solutions either through internal or 3rd party vendors, leveraging knowledge of Client core banking system, DNA.

• Bachelor's degree in Accounting with a minimum of 10 years' experience and at least 5 years' in a manager or equivalent position
• Experience in budgeting and management accounting, in addition to CECL, regulatory reporting and fielding inquiries from regulators and auditors
• Current knowledge on emerging issues in accounting and finance and a desire to understand the operations and value of credit unions
• Exceptional skills in internal controls, GL management and variance analysis
• Strong understanding of risk analysis as it relates to financial systems and processes
• Familiarity with system conversions and ability to be "hands-on" when required
• Capability to balance creativity and discipline to design simple and frictionless workflows
• Proficiency in Microsoft Office, particularly Word, Excel and PowerPoint
  

Desired Skills and Experience

assistant controller, regulatory reporting, management accounting, budgeting, CECL