Job Description

Controller (Credit Union / Financial Services)

Onsite | Full-Time | $120,000 – $150,000

Financial Services / Credit Union

We are seeking an experienced Controller to lead financial operations for a well-established, member-focused financial institution. This is a key leadership role responsible for overseeing accounting functions, ensuring regulatory compliance, and driving financial strategy.

This position is ideal for a hands-on leader with strong accounting expertise and experience in credit union, banking, or financial services environments .

Position Overview

The Controller will oversee all aspects of financial management, including reporting, general ledger, budgeting, and compliance. This role partners closely with executive leadership to provide financial insights, ensure operational integrity, and support long-term organizational stability.

Key Responsibilities

Financial Operations & Reporting

• Oversee all accounting operations, including general ledger, reconciliations, and financial reporting

• Prepare and analyze monthly, quarterly, and annual financial statements

• Ensure accuracy, timeliness, and integrity of financial data

Budgeting & Forecasting

• Lead budgeting and forecasting processes

• Analyze financial performance and provide strategic recommendations

• Monitor key financial metrics and identify trends

Compliance & Controls

• Ensure compliance with regulatory requirements for financial institutions

• Implement and maintain strong internal controls

• Support audits and coordinate with external auditors

Leadership & Team Management

• Lead, mentor, and develop the accounting team

• Establish best practices and drive operational efficiency

• Foster a culture of accountability and continuous improvement

Strategic Support

• Partner with leadership to support financial planning and decision-making

• Provide insights to improve financial performance and operational outcomes

Requirements

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field

• 10+ years of accounting or finance experience

• Strong experience in financial reporting, general ledger management, and reconciliations

• Proven leadership experience in a Controller or senior accounting role

• Experience in credit union, banking, or financial services (highly preferred)

• Strong knowledge of regulatory compliance in financial institutions

• Advanced proficiency in Microsoft Excel

• Experience with accounting systems and financial tools

Preferred Qualifications

• CPA or CMA certification

• Experience in member-owned or community-based financial institutions

• Background in audit coordination and regulatory reporting

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