Controller - Newburgh, NY chez Heritage Financial Credit Union

Description

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

POSITION PURPOSE

The Controller plays a key leadership role in overseeing the Credit Union’s accounting operations and financial reporting functions. This position is responsible for ensuring compliance with all legal, regulatory, and accounting standards, including adherence to Generally Accepted Accounting Principles (GAAP). The Controller manages a team of accounting professionals and is instrumental in maintaining accurate financial records and controls, audit and regulatory requirements, budgeting and asset liability support, and contributing to strategic financial decision-making. The Controller will partner closely with the SVP of Financial Operations and executive leadership to maintain sound financial practices and support strategic growth and operational excellence. 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Leadership & Team Management

• Lead, mentor, and develop the accounting team to promote high performance, accountability, and professional growth.
• Conduct performance evaluations and manage staffing needs including hiring, training, and ongoing development.
• Maintain open and effective communication to ensure team alignment with organizational goals
• Actively participate in cross-departmental projects and serve on committees such as Asset-Liability Management (ALM) and Pricing.
• Support a member-centric culture by promoting Credit Union products and services when appropriate.

2. Financial Reporting, Compliance & Controls

• Oversee the preparation of accurate and timely internal and external financial statements, including monthly, quarterly and annual reports.
• Ensure compliance with GAAP, NCUA regulations and reporting requirements, and internal financial policies and procedures.
• Maintain and continuously improve accounting systems, internal controls, and reporting processes.
• Coordinate the creation and aggregation of accurate and timely ALM reporting deliverables
• Serve as a key liaison during audits and regulatory exams, preparing documentation and managing responses.
• Maintain accurate records of all assets, liabilities, income, and expenses of the Credit Union.

3. Operational Finance & Strategic Support

• Manage general ledger operations, account reconciliations, and regulatory filings.
• Oversee Accounts Payable and ensure proper controls and timely processing.
• Monitor and manage treasury functions, investment activities, and portfolio performance.
• Provide financial insights and analysis to support strategic decision-making and long-term planning.
• Supervising and developing the accounting staff, including performance management and training.
• Support the SVP of Financial Operations in the development, monitoring, and analysis of the annual budget and long-term financial forecasts.

What's in it for you?

Salary:  $98,000 - $120,000 (depending on experience)

Benefits:

• Incentives and Merit Increases
• Paid Time Off & Paid Federal Holidays
• Medical, Dental, Vision & Life Insurance
• Employee Assistance Program
• Flexible Spending Accounts/HSA
• 401(k) with Employer Match
• Educational Assistance
• Paid Time to Volunteer

Requirements

EDUCATION/CERTIFICATION:

• 4 year college degree preferred plus five to seven years of experience in the management of an accounting department in a banking setting; or a comparable combination of education and experience. Master’s Degree preferred.

REQUIRED KNOWLEDGE:

•  Thorough knowledge of accounting principles and excellentcommunication skills

EXPERIENCE REQUIRED:

•  Experience using P.C. based accounting software, MicrosoftOffice Suite of Products (intermediate to advance level Excel and Word) and Adobe Acrobat.
• Use of COCC’s Insight (FISERV DNA) core & associated reporting is highly preferred.

SKILLS/ABILITIES:

•  Ability to project a professional appearance and positive attitude atall times.
• Excellent project management, communication and analytical skills.
• Strong interpersonal skills for collaborating with other departments and managing staff.
• Excellent attention to detail, problem-solving, and communication abilities are crucial for accuracy and collaboration.