Prospera Credit Union
Controller
Prospera Credit Union, Appleton, WI
Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either.
Reporting directly to the Chief Financial Officer, the Controller is responsible for overseeing the Accounting department. Preparing financial reports including annual plan and operating budgets. Ensure complete, accurate, and timely completion of financial and accounting records for the organization.
Expectations and Responsibilities
Qualifications
If you are looking for a great opportunity to join a growing team, let's talk!
Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere.
Life is short. Work somewhere awesome!
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Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either.
Reporting directly to the Chief Financial Officer, the Controller is responsible for overseeing the Accounting department. Preparing financial reports including annual plan and operating budgets. Ensure complete, accurate, and timely completion of financial and accounting records for the organization.
Expectations and Responsibilities
- Day to day Accounting and Finance Functions - as a working manager 40%
- General ledger - balancing, reconciliation, fixed assets, accruals, etc.
- Accounts Payable - ensure all bills are paid on a timely manner and are appropriate for the credit union
- Month End Processing - journal entries, verification of GLs, variance reporting, investigation, ALM file prep and financial prep and review
- Year End processing - Including tax preparation for our members and the credit union; 1099s, 1098, 990, 990T, WI-Form 4, etc.
- Training, Direct and Develop Accounting Team 25%
- Oversee accounting department and develop the team
- Financial Analysis and Reporting 20%
- Regulatory Reporting - call report quarterly, other reporting as needed; submitting CU tax payments - sales & use, corporate tax
- Budgeting Process - helping with preparation and financial analysis
- Member of Strategic ALCO Committee - help with deposit rate shops and suggestions for deposit rates, minute taker
- Audit and Examinations 10%
- Audits/Exams- be the point of contact for annual Financial Statement audit, accounting contact for State and NCUA exam, ALM validation
- Strategic Direction 5%
- Coordinating with other departments - projects, fixed assets, how it affects accounting; member of Strategic Leadership Team
Qualifications
- 5 - 10 years of financial industry accounting experience
- Bachelor's degree in accounting or finance
- CPA certification preferred but not required
- High level of accuracy and attention to detail in financial reporting
- Strong analytical skills for account analysis and forecasting
- Ability to work independently and with a team with emphasis on accuracy and timeliness
- Proficiency in preparing and analyzing financial statements
- Possesses strong organization and time management skills
- In-depth knowledge of financial statement preparation, journal entries, month-end close, and general ledger accounting
If you are looking for a great opportunity to join a growing team, let's talk!
Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere.
Life is short. Work somewhere awesome!
__ **
Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.