Financial Analyst
BHG Financial
SQL
Director, Assistant Controller
Technology Credit Union (Tech CU)
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $127,200 - $184,800 per year
Job Level
Lead
Tech Stack
SQL
About the role
- Assist SVP, Controller in overseeing and managing day-to-day accounting operations at Technology Credit Union (Tech CU)
- Implement and monitor sound accounting practices, policies and internal controls to ensure accuracy and integrity of financial records
- Develop and revise accounting practices and procedures to remain compliant with federal and/or state requirements
- Provide advice and direction to other department managers on accounting related matters
- Assist in preparation and review of accurate and timely financial statements and internal financial reports
- Perform financial analyses, including variance analysis, and provide insights and recommendations to management
- Oversee daily accounting operations including accounts payable, purchase orders processing, accounts receivable, general ledger, reconciliations and journal entries
- Manage and oversee the month-end and year-end closing processes
- Prepare or assist with regulatory reporting (NCUA 5300 Call report, IRS Form 990, UBIT reporting, 1099-MISC, 571-L Business Statement, Sales and Use Tax Filings, CUSO reporting, and other periodic tax filings)
- Maintain and strengthen internal control environment and assist in establishing accounting policies and procedures
- Coordinate with external auditors, NCUA/DFPI regulators and other agencies during audits and examinations
- Research and ensure compliance with new accounting pronouncements and regulations
- Provide leadership, direction, and day-to-day management for accounting operations and direct reports
- Assist with annual budget process and manage/monitor budget to maximize operating efficiencies
- Identify opportunities for process improvements and implement best practices
- Perform ad hoc analysis and special projects as requested
- Effectively manage a hybrid workforce through strong communication, collaboration and engagement practices
Requirements
- Bachelors’ Degree in Finance, Accounting, Business Administration discipline (or equivalent experience)
- Master’s degree (MBA) helpful but not required
- 7+ years’ progressive accounting experience
- 4+ years accounting experience in a financial institution
- 3+ years management experience in a financial institution
- Expertise in financial institution accounting, including GAAP principles, reporting standards, and industry practices
- Thorough understanding of NCUA regulations and credit union compliance requirements
- Strong analytical and problem-solving skills
- Process improvement skills
- Excellent communication, interpersonal, and presentation skills
- Effective leadership and team management abilities
- Strategic thinker with results-driven mindset
- High attention to detail and strong ethical judgment
- Strong proficiency in accounting software (e.g. Epicor, Kinetics or similar) and systems (e.g. Symitar, Episys or similar)
- Advanced Excel skills (MS query/SQL knowledge, pivot table, xlookup, sumproduct, data modeling, power query)
- NCUA 5300 Call Report preparation knowledge preferred
- Participation loan accounting knowledge preferred
- CUSO (subsidiary) accounting knowledge preferred
- Project management experience preferred
- Certified Public Accountant (CPA) or other financial certifications helpful but not required
- May be required to travel occasionally to Tech CU locations outside of headquarters
