Description

We are in the search for a meticulous Assistant Controller to be part of our client's team in the Credit Union industry located in Philadelphia, Pennsylvania. In this role, the Assistant Controller will be responsible for various tasks such as maintaining accurate financial records, ensuring quality service to members and staff, and assisting in the development of financial reports. The role also involves overseeing the financial close process and participating in the budget process.

Responsibilities:

• Oversee the maintenance and processing of data used in the asset and liability model

• Assist in the development and maintenance of all financial reporting including month-end, Board reports, Asset-Liability Committee reports, and regulatory and annual audits

• Participate actively in the budget process, including the collection, development, and formalization of required data

• Oversee the review and reporting of mortgage accounting activities, including accrued interest, service fees, portfolio inventory, and recordkeeping of loan sales and payoffs

• Assist in maintaining a highly motivated, well-trained staff and evaluate job performance to ensure quality of work and service to members and staff

• Analyze, document, and make recommendations related to lines of business, products, or services as needed

• Oversee the Investment Accounting and Administration

• Assist with the development and maintenance of financial and statistical metrics as defined in the organization's strategic plan

• Aid in coordinating critical activities required during a disaster recovery event

• Oversee accounting and review of all AES/PHEAA/Student Choice/Lendkey loan reporting

• Assist with various federal, state, and local filings

• Ensure completion and preparation of accurate and timely prepared general ledger reconciliations for all entities

Requirements

• Minimum of 5 years of experience in a similar role within the Credit Union or banking industry.

• Proficiency in accounting functions is required.

• Proven experience in auditing is necessary.

• Familiarity with Accounting for Mortgage Bankers (AMB) software is a must.

• Experience in creating and managing an annual budget is expected.

• Knowledge and experience in managing a general ledger is essential.

• Certified Public Accountant (CPA) credential is required.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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