Talent.com
Director, Assistant Controller

Director, Assistant Controller

Technology Credit Union (Tech CU)San Jose, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Director, Assistant Controller

The Director, Assistant Controller is responsible for assisting the SVP, Controller in overseeing and managing the day-to-day of Technology Credit Union's (Tech CU's) accounting operations. The incumbent implements and monitors sound accounting practices, policies and internal controls to ensure the accuracy and integrity of financial records, adhering to regulatory compliance (GAAP, NCUA, DFPI). Additionally, the incumbent develops, and revises accounting practices and procedures as required to remain compliant with federal and / or state requirements. The incumbent provides advice and direction to other department managers on accounting related matters as necessary.

Responsibilities

Financial Reporting & Analysis

  • Assists in preparation and review of accurate and timely financial statements (income statements, balance sheets) and internal financial reports.
  • Performs various financial analyses, including variance analysis, providing insights and recommendations to management for strategic decision-making.

Accounting Operations

  • Oversees daily accounting operations, including accounts payable, purchase orders processing, accounts receivable, general ledger, reconciliations and journal entries.
  • Manages and oversees the month-end and year-end closing processes.
  • Ensures proper recording of assets, liabilities, profit and loss, tax liability, and other financial activities according to Generally Accepted Accounting Principles (GAAP) and NCUA regulations.
  • Compliance and Internal Control

  • Prepares or assists with regulatory reporting including : NCUA 5300 Call report, IRS Form 990, Unrelated Business Income Tax (UBIT) reporting, 1099-MISC filings and year end tax processing at enterprise level, 571-L Business Statement reporting, Sales and Use Tax Filings, NCUA Credit Union Service Organization (CUSO), and other periodic tax filings or mandatory government surveys as needed.
  • Maintains and strengthens the credit union's internal control environment to safeguard assets and ensure compliance with accounting policies and procedures.
  • Assists in establishing and implementing accounting policies and procedures, ensuring they are well-documented and updated as needed.
  • Coordinates with external auditors, NCUA / DFPI regulators and other agencies during audits and examinations, preparing necessary schedules, reports and documentation.
  • Researches and ensures compliance with new accounting pronouncements and regulations.
  • Team Leadership and Development

  • Provides leadership, direction, and day-to-day management for all aspects of accounting operations.
  • Collaborates with other departments to support financial decision-making and strategic planning.
  • Other Duties

  • Assists with annual budget process, providing input and analysis.
  • Identifies opportunities for process improvements and implements best practices within financial operations.
  • Performs ad hoc analysis and special projects as requested.
  • Other duties as assigned or requested.
  • Supervisory Functions

  • Establishes scope of authority, schedule and responsibility for direct reports.
  • Engages with direct reports and peers to align goals with organizational goals and objectives, establish performance metrics, provide feedback and develop talent.
  • Manages and monitors budget to maximize operating efficiencies.
  • Reviews and responds to issues identified in audit and regulatory reports.
  • Supports established policy and procedures, recommending changes as needed.
  • Effectively manages a hybrid workforce (onsite and remote) through strong communication, collaboration and engagement practices.
  • Work Schedule

  • Full-time; typically 40+ hours / week
  • Flexible within core business hours, M-F
  • Occasional extended early morning or late evening hours, and weekends, typically with advance notice
  • Workplace Essentials

  • Support Tech CU's Mission and Vision and consistently demonstrate Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate).
  • Meet with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
  • Comply with Tech CU policies and procedures.
  • Uphold employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
  • Comply with requirements imposed by federal, state and local regulatory agencies.
  • Adhere to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
  • Qualifications

    Education : Bachelors' Degree in Finance, Accounting, Business Administration discipline (or equivalent experience). Master's degree (MBA) is helpful but not required.

    Experience : 7+ years' progressive accounting experience, including 4+ years in a financial institution and 3+ years management experience in financial institution.

    Knowledge / Skills / Abilities :

  • 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, with a proven ability to identify discrepancies and implement effective solutions.
  • Process improvement skills, ability to identify and implement solutions to streamline financial operations and improve efficiency.
  • Excellent communication, interpersonal, and presentation skills, capable of conveying complex financial information to diverse audiences.
  • Effective leadership and team management abilities, with a talent for motivating others and influencing stakeholders across all organizational levels.
  • Strategic thinker with the ability to develop and execute plans with urgency and a results-driven mindset.
  • Collaborative and self-directed, thriving both independently and within team environments.
  • High attention to detail and accuracy, guided by strong ethical judgment.
  • Commitment to service excellence and employee development, fostering a culture of growth and continuous improvement.
  • Strong proficiency in accounting software (e.g. Epicor, Kinetics or similar) and systems (e.g. Symitar, Episys or similar) and 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.
  • Licensing / Certifications : Certified Public Accountant (CPA) or other financial certifications are helpful but not required.

    Travel : May be required to travel occasionally to Tech CU locations outside of headquarters, typically with advance notice. May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely.

    Typical Working Conditions : Office environment with interaction with a variety of internal and external parties.

    Equipment Used : Routinely uses standard office equipment, including computer, phone, copier and other devices.

    Physical Requirements :

  • Speaking and listening to interact with internal and external parties in person or via phone.
  • Reading a computer screen and performing keyboarding tasks for up to 70% of the day.
  • Sitting at desk and / or conference table for extended periods of time.
  • Mobility to attend meetings within office building and offsite.
  • EQUAL EMPLOYMENT OPPORTUNITY

    Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    Pay and Benefits

    This is a grade 108 position, with a salary range from $127,200 to $184,800 with bonus potential of 15%. The anticipated range for new hires is between the low-end and midpoint of the range, depending on experience. Tech CU is a pay-for performance organization that benchmarks base pay to the 50th percentile of our market and we provide incentive-based compensation aligned with successful

    serp_jobs.job_alerts.create_a_job

    Assistant Controller • San Jose, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Vice President, Assistant Controller (San Jose)

    Vice President, Assistant Controller (San Jose)

    ConfidentialSan Jose, CA, US
    serp_jobs.job_card.part_time
    Vice President, Assistant Controller.Leading platform specializing in consumer services.The Company is seeking an Assistant Controller to join their team. The successful candidate will be a key lead...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Assistant Financial Controller (Redwood City)

    Assistant Financial Controller (Redwood City)

    The Mice GroupsRedwood City, CA, US
    serp_jobs.job_card.part_time +1
    Assistant Financial Controller.Location : Redwood City (100% Remote).We are seeking a highly motivated and detail-oriented Assistant Controller to join our finance team. This role is critical as the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Assistan Controller

    Assistan Controller

    TradeJobsWorkforce94104 San Francisco, CA, US
    serp_jobs.job_card.full_time
    Assistant Controller Job Duties : Prepares financial statements to summarize and forecast the company's fin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Americas Controller (Senior Director)

    Americas Controller (Senior Director)

    RippleSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Please note this is for San Francisco, CA, United States.You only need toapply to one location if there are multiple listed for the job. At Ripple, we’re building a world where value moves like info...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Assistant Controller

    Assistant Controller

    SF Fire Credit UnionSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Where it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where ever...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Corporate Controller

    Corporate Controller

    HippoSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Chief Accounting Officer (CAO).Hippo exists to protect the joy of homeownership.We believe that insurance should protect the things you treasure through an intuitive, modern experience.We provide t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Assistant Fund Controller

    Assistant Fund Controller

    Voy VenturesSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    SF-based real estate private equity firm with $1B+ AUM is seeking an Assistant Fund Controller (or Accounting Manager) to join their growing team. This individual will assist the Controller with rev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Assistant Controller (San Francisco)

    Vice President, Assistant Controller (San Francisco)

    ConfidentialSan Francisco, CA, US
    serp_jobs.job_card.part_time
    Vice President, Assistant Controller.Leading platform specializing in consumer services.The Company is seeking an Assistant Controller to join their team. The successful candidate will be a key lead...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    CFO-to-be

    CFO-to-be

    BlueNote SearchPleasanton, CA, United States
    serp_jobs.job_card.full_time
    Get AI-powered advice on this job and more exclusive features.This range is provided by BlueNote Search.Your actual pay will be based on your skills and experience — talk with your recruiter to lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Corporate Controller

    Corporate Controller

    OCM PartnersSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Remote, with occasional on-site presence preferred.We are seeking a hands-on, detail-oriented Controller to join a fast-paced, high-growth, Series C company. This key finance leader will oversee the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Corporate Controller

    Corporate Controller

    Athelas Ltd.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Healthcare providers go into medicine to care for people, but end up losing valuable time each day to admin work and other workplace challenges. Time that could otherwise be spent helping patients.A...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Complex Assistant Director of Finance - Hilton San Francisco Union Square and Parc 55

    Complex Assistant Director of Finance - Hilton San Francisco Union Square and Parc 55

    Hilton Worldwide, Inc.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Complex Assistant Director of Finance – Hilton San Francisco Union Square and Parc 55 (HOT0BXUD).Complex Assistant Director of Finance is responsible for assisting in the direction and administrati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Controller

    Controller

    Castlerock ConsultingOakland, CA, US
    serp_jobs.job_card.part_time
    serp_jobs.filters_job_card.quick_apply
    If you are experienced in non-profit accounting, and looking for the perfect blend of stable work and flexible hours, this is the job for you! Shining Star Consulting (SSC) is seeking a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Corporate Controller (San Francisco)

    Vice President, Corporate Controller (San Francisco)

    ConfidentialSan Francisco, CA, US
    serp_jobs.job_card.part_time
    Vice President, Corporate Controller.Consulting & Professional Services.The Company is seeking a VP, Controller to join their team. The successful candidate will be responsible for supporting the co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Assistant Fund Controller

    Assistant Fund Controller

    Abacus Group, LLCSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Our client is an investment firm.They seek an Assistant Fund Controller to remotely join their Boston, MA office.Develop the current operational model, continuing to focus on the evolution of the c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Complex Assistant Director of Finance - Hilton San Francisco Union Square and Parc 55

    Complex Assistant Director of Finance - Hilton San Francisco Union Square and Parc 55

    HiltonSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Our hotels are located a block from the Curran and ACT theaters, and just two blocks from Union Square and Westfield San Francisco Centre. The Powell Street cable car turnaround, San Francisco Museu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Corporate Controller

    Corporate Controller

    Hippo InsuranceSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Chief Accounting Officer (CAO).Hippo exists to protect the joy of homeownership.We believe that insurance should protect the things you treasure through an intuitive, modern experience.We provide t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Controller

    Corporate Controller

    CBIZ Talent SolutionsSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    We are seeking an experienced Controller to lead our accounting function, ensure financial accuracy, and drive process improvements. The ideal candidate is a hands-on leader with deep NetSuite exper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director, Commercial & Revenue Controllership - New Ventures

    Director, Commercial & Revenue Controllership - New Ventures

    AxonSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Director, Commercial & Revenue Controllership - New Ventures.Join Axon and be a Force for Good.At Axon, we’re on a mission to Protect Life. We pursue society’s safety and justice issues with our eco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Director of Revenue Operations

    Senior Director of Revenue Operations

    A10 Networks, IncSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Sales Controller, Global Commercial Operations.Be among the first 25 applicants.Sales Controller, Global Commercial Operations. Get AI-powered advice on this job and more exclusive features.We are s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30