Assistant Controller (FT)

Company: Portland Local 8 Federal Credit Union
Location: Portland
Posted on: May 28, 2023

Job Description:

Assistant ControllerReports to: Chief Executive OfficerPosition Purpose:Develop, manage, and maintain reliable accounting information and reporting on income, expenses, assets, liability, and capital for management planning and decision-making and for the fulfillment of financial reporting requirements.Reconcile GL and bank accounts.Manage the activities of the accounting department and staff.Ensure that reports, accounts, systems, policies, and practices adhere to generally accepted accounting principles (GAAP).Additionally support HR functions such as payroll, maintenance of payroll systems, HR onboarding, and exits of new/existing employees.Filing of taxes and related HR reports for the credit union.Job Responsibilities:Manage accounting functions to include AP, AR, cash flow, cost management, financial analysis, financial reporting and recordkeeping, GL, investment review, and recording, payroll, and taxes.Implement policies and procedures for the accounting department and ensure that policies and procedures reflect current regulations and are communicated to and implemented by subordinates.Reconcile revenue reports, unbilled variances, special projects, payroll, and timesheet reports, and claims disbursements. Prepare daily balance sheet (loan and share) examination. Prepare daily cash position assessment.Responsible for general ledger reconciliation, examination of financial accounts, and preparation of journal entries. Provide end-of-month close and produce monthly financial statements. Prepare or assist with incurred costs and provisional rate reports as necessary.Ensure that all activities of the department are in accordance with GAAP and that the accounting records are maintained accurately and in compliance with laws and regulations.Develop and implement processes to streamline credit union accounting procedures.Develop and maintain complex computer-based analyses and reports of credit union accounting records on a regular basis.Provide regular reports to management of all online accounting activities for the credit union's accounting/ bookkeeping department.Monitor fixed-asset management and ensure all capitalized assets are inventoried and tracked.Conduct special accounting studies, analyses, and special projects as requested by management.Perform all in-house payroll procedures, such as entering automated payroll data, processing employee timecards, preparing monthly journal entries, and maintaining employee tax deductions and exemptions. Monitor the payroll data for accuracy for each payroll.Monitor employee data files online, including medical leave, personal leave, vacation, benefits, promotions, and terminations. Ensure that documentation trails are complete and up to date.Prepare and submit governmental reports and tax deposits.Perform employee salary forecasts and analyses for the credit union as necessary.Coordinate the payroll processing with the outsourced online provider and manage any project to migrate from one payroll system to another if applicable.May prepare and update the credit union employee directory.Evaluate technology proposals and contracts and provide recommendations to management on vendors, bids, outsourcing, etc. as relates to accounting/ finance/ HR functions.Manage Back-office operations/ process back-office operations when staff is on vacation.Manage Collections staff.Responsible for HR for the credit union.Prepare and submit quarterly reports to various outside agencies as needed for accounting/ back-office support processing.Qualifications and Experience:Ability to act as a change agent; to operate with urgency; and to challenge the status quo.Strong team player and self-starterOutstanding communication (written and verbal) skills.Highly organized with time management and problem-solving skills. Strong initiative and sense of priority with the ability to work independently and as part of a team.A bachelor's degree in Accounting or equivalent years of experience and/or certifications.Willingness and ability to exhibit PL8FCU Core Values every day.Job Requirements:Must be able to stand or sit for prolonged periods.Must be able to remain in a stationary position 50% of the time.The person in this position occasionally needs to move about inside the office to access filing cabinets, office machinery, etc.Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.The ability to observe details at close range (within a few feet of the observer).Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.For All Candidates:This is a Full-Time, Hourly position role.PL8FCU is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.Portland Local 8 FCU provides equal opportunity to qualified individuals with disabilities and disabled veterans.DisclaimerThe statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change.

Keywords: Portland Local 8 Federal Credit Union, Portland , Assistant Controller (FT), Accounting, Auditing , Portland, Oregon