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Whitefish Credit Union · 19 hours ago

VP Controller

Kalispell, MT, US

Full-time

Onsite

Mid Level

3+ years exp

Whitefish Credit Union is seeking a Vice President / Controller to manage and oversee the credit union’s general ledger and ensure the integrity of financial data. The role includes responsibilities such as financial forecasting, accounts payable management, and the implementation of internal controls.

BankingFinancial Services

Responsibilities

Responsible for ensuring all transactions are posted to the general ledger in accordance with the credit union’s policies and procedures, Generally Accepted Accounting Principles, and regulatory guidance

Assume overall responsibility for managing and maintaining the integrity of the general ledger and related subsidiary ledgers, including loans, shares, and fixed assets

Oversee, review, and approve the preparation of periodic general ledger reconciliations, analysis of financial accounts, and preparation of journal entries

Manage monthly and annual general ledger closings, including the preparation and recording of monthly accruals

Oversee and review branch and cost accounting practices

Responsible for all financial forecasting and reporting

Manages the accounts payable, fixed assets, and daily liquidity management functions; prepares daily cash position reports for the CFO

Conducts periodic financial budget variance analyses to identify risks and opportunities within the credit union and prepares management reports summarizing findings and recommendations

Oversee and direct the activities of the AP function, including vendor management responsibilities. Vendor management will include the central filing and management of all contracts, development and maintenance of consolidated reports of contracts terms and conditions, risk identification and measurement, risk mitigation, and ongoing due diligence

Oversee the capital asset acquisition process in accordance with established policies and procedures. Develop periodic budget variance analysis of capital acquisitions vs. budget

Participate in the development, preparation and execution of annual report

Participate in the development, preparation and execution of annual budgets

Participate in the Asset/Liability Management Committee

Effectively communicate all relevant financial, accounting and vendor management related information to the CFO

Implement policies and procedures for the accounting department, and ensure that policies and procedures reflect current regulations, and are communicated to and implemented by subordinates

Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation

Review and approve staff timecards within prescribed timeline

Ensure that all Accounting staff complies with the 5-consecutive-days out-of-office policy

Participate in Whitefish Credit Union-sponsored and community-centered events

Serve as organizational role model, both on and off Whitefish Credit Union facility premises

Perform other duties as assigned

Qualification

General Ledger ManagementFinancial ForecastingVendor ManagementAccounting Policies ImplementationCPA DesignationMicrosoft Office SuiteAnalytical SkillsInterpersonal SkillsProblem-Solving SkillsNegotiation SkillsOrganizational Skills

Required

Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management

Excellent organizational, analytical, problem-solving, and negotiation skills

Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships

Proficient in Microsoft Office Suite or related software

Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing

Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole

Ability and willingness to pursue and obtain additional professional training and/or certifications as needed

Ability and willingness to travel to other credit union facilities

Ability to lift up to 15 lbs., with or without accommodation

Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests

Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines

Protect Member and Whitefish Credit Union confidential information

Bachelor's degree in accounting, finance or banking required

3-5 years on-the-job experience in an accounting environment; financial industry preferred

3-5 years of supervisory experience