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Controller — HEFCU
Objective: Manages and maintains Financial Operations/Accounting, Risk, Audits, and Compliance for the Healthcare Employees Federal Credit Union (HEFCU).
Essential Job Functions:
- Assesses and evaluates financial performance of the organization with regard to long-term operational goals, budgets and forecasts.
- Assists in the creation of budgets/yearly financial objectives that align with the company’s plan for growth and expansion.
- Participates in pivotal decisions relating to strategic initiatives.
- Implements policies, procedures and processes as deemed appropriate by senior leadership team.
- Participates in Asset Liability Committee (ALC) to develop short- and long-range plans for investments
- Prepares, maintains, and presents periodic financial budgeting reports.
- Prepares, reviews, and analyzes monthly financial results in accordance with GAAP and regulatory guidance, providing recommendations.
- Accurately prepares board reports, and financial reports, including government reporting, tax filings, and internal reporting in compliance with GAAP/CECL.
- Responsible for all daily GL activities, AP, and month-end closing activities including general ledger, balance sheet, accounts, etc.
- Serves as a key point of contact for internal/external auditors; manages preparation and support of all external audits.
- Reviews and prepares all bank reconciliations, clearing all exceptions.
- Manages liquidity, cash management, and investment portfolio in accordance with established policies.
- Utilizes forward-looking models and activity-based analyses to provide financial insight into the organization’s plans and operating budgets.
- Assists in product pricing and profitability analysis on new and existing product lines.
Qualifications: Bachelor’s degree in accounting (CPA a plus) with 6-years related accounting experience at a financial institution of $100+ million in assets. Must demonstrate leadership, possess thorough knowledge of GAAP/CECL, and have excellent communication, analytical, problem-solving, and time management skills. Significant experience working with external auditors, managing internal controls and financials, and managing compliance.
NJHA is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, status as a veteran, or any other category protected by federal, state, and local laws.