What are the responsibilities and job description for the Vice President-Controller position at Heritage Family Credit Union?
Job Description
Job Description
Are We the Place for You?
Heritage Family Credit Union (HFCU), headquartered in Rutland, VT, with assets of $770M, serves over 50,000 members across Vermont, New Hampshire, New York, and Massachusetts.
Since 1956, the Credit Union has been dedicated to serving its members by providing a diverse selection of high-quality, competitively priced financial products and services. Heritage Family Credit Union's mission is to deliver friendly, personalized, and exceptional service for the whole family. HFCU is committed to offering convenient and cost-effective solutions while ensuring financial stability.
Is This the Career for You?
We are undergoing a phase of hyper-growth and entrepreneurial transformation, driven by a strategic focus on expanding our capabilities and operations. This growth is fueled by significant investments in both people and technology, which are key elements in adapting to the evolving financial landscape and meeting the needs of our members.
In this dynamic period, the credit union is embracing a shift from traditional, top-down management models to a more collaborative, servant leadership approach. This transition emphasizes empowering employees at all levels, fostering open communication, and encouraging innovation and proactive problem-solving. By creating a supportive environment that values feedback and autonomy, we are positioning ourselves to be more adaptable, responsive, and member focused.
In parallel, HFCU is leveraging innovative technology to streamline operations, enhance member services, and improve overall efficiency. By adopting modern solutions, the organization is better equipped to manage its rapid growth, stay ahead of industry trends, and provide members with advanced digital tools that enhance their banking experience.
The VP-Controller plays a critical role in supporting this transformation. As a key leader in the senior management team, the VP-Controller will oversee all financial operations, including financial planning, reporting, and analysis. This individual will be responsible for ensuring the credit union’s financial health and sustainability by maintaining sound accounting practices, managing risk, and implementing financial strategies that align with the credit union’s long-term goals.
Key responsibilities include :
- Leading the finance and accounting teams, ensuring accurate financial reporting and compliance with GAAP and regulatory standards.
- Providing strategic insights to senior leadership to guide decision-making and financial planning.
- Implementing and overseeing budgeting processes and financial forecasting, ensuring that the credit union stays on track during its period of rapid growth.
- Managing financial systems and processes, ensuring efficiency and effectiveness as the credit union integrates modern technologies and innovations.
- Collaborating across departments to promote a culture of financial accountability and transparency.
- Supporting community-focused initiatives by aligning financial strategies with the credit union’s mission to serve its members and local communities.
This combination of hyper-growth, strategic investments, a shift in leadership style, and the VP-Controller’s leadership ensures that the credit union remains agile, financially sound, and well-positioned to meet future challenges and opportunities.
Help Us Get to Know You
This role requires 5-10 years of leadership experience, including at least 5-10 years in an accounting or finance-related position. Experience in a credit union or financial institution is preferred. Key skills include strong organizational abilities, verbal communication, and business professionalism. A solid understanding of GAAP, strong analytical skills, and proficiency in Microsoft Excel and accounting software are essential. Knowledge of relevant State and Federal regulations, including those from the Office of Thrift Supervision, SEC, Federal Reserve, and applicable associations, is required. A bachelor’s degree in business, accounting, or a related field is necessary, with CPA or CFA certifications preferred.
Company Description
Heritage Family Credit Union (HFCU), headquartered in Rutland, VT, with assets of $770M, serves over 50,000 members across Vermont, New Hampshire, New York, and Massachusetts.
Since 1956, the Credit Union has been dedicated to serving its members by providing a diverse selection of high-quality, competitively priced financial products and services. Heritage Family Credit Union's mission is to deliver friendly, personalized, and exceptional service for the whole family. HFCU is committed to offering convenient and cost-effective solutions while ensuring financial stability.
Company Description
Heritage Family Credit Union (HFCU), headquartered in Rutland, VT, with assets of $770M, serves over 50,000 members across Vermont, New Hampshire, New York, and Massachusetts. Since 1956, the Credit Union has been dedicated to serving its members by providing a diverse selection of high-quality, competitively priced financial products and services. Heritage Family Credit Union's mission is to deliver friendly, personalized, and exceptional service for the whole family. HFCU is committed to offering convenient and cost-effective solutions while ensuring financial stability.
