What are the responsibilities and job description for the Financial Controller Assistant position at Tri Boro Credit Union?
Job Title: Financial Controller Assistant
About the Role
We are seeking an experienced Financial Controller Assistant to join our team at Tri Boro Credit Union. In this role, you will assist the Controller with the management of all financial and accounting activities.
Key Responsibilities
- Assist in the completion and maintenance of all financial reporting, including monthly-end reports, Board reports, and Asset Liability Management reports.
- Analyze financial data to identify trends, variances, and areas for improvement.
- Develop and implement policies, procedures, processes, and internal controls related to operational and accounting functions.
- Oversee the month-end closing process, including the review of financial statements, general ledger accounts, accruals, prepaids, and reconciliations.
- Manage vendor and operational expenses to ensure compliance with accepted proposals, contracts, and agreements.
- Complete required departmental annual vendor due diligence requirements.
- Manage tax reporting, including coordination and proof review of member 1099 and 1098 tax documentation.
- Assist in managing the Credit Union's Investment Portfolio.
- Provide support with annual and regulatory audits and exams.
Qualifications
- 5-10 years of experience in accounting or finance, preferably in the credit union or banking industry.
- Bachelor's Degree in accounting required.
- Clear understanding of GAAP and general accounting principles.
- Proficient in Microsoft Excel and Word.
- Strong analytical and problem-solving skills, along with attention to detail and accuracy.
- Well-organized with the ability to prioritize and multitask to meet deadlines.
- Ability to work independently and collaboratively within a team environment.
