Robert Half Finance & Accounting Controller - Credit Union in San Jose, California

For more information and consideration please contact Lisa Friedrich at 415 434 1900 or Our client is well-established Credit Union with a track record of success of over 70 years. The Controller will be working directly with the CEO, the senior leadership team as well as manage two direct reports in the Accounting team. Responsibilities include:

  • Oversee and manage the financial and accounting functions of the credit union to include: ALM, AP, AR, budgets, GL, financial analysis, financial reporting and recordkeeping, investments, payroll, and taxes.

  • Develop, implement, and evaluate policies and procedures for the Accounting Department. Ensure that policies and procedures reflect current regulations and are communicated to and implemented by subordinates.

  • Prepare and present monthly reports to the board of directors and senior management.

  • Participate in ALCO and in setting deposit and loan rates.

  • Participate in the management and oversight of the credit union's investment portfolio.

  • Provide planning models as well as annual budgets.

  • Develop, perform, and oversee various internal audit procedures, i.e. cash counts, cash recycler machine balancing, vault balancing and wire audits.

  • Prepare quarterly NCUA 5300 reports as well as other required regulatory reports.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

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Req ID: 00412-9500708645

Functional Role: Controller

Country: USA

State: CA

City: San Jose

Postal Code: 94088

Compensation: DOE

Requirements: The ideal candidate has 5+ years of hands-on accounting experience within a Credit Union and is ideally in an Accounting Manager position right now, PLUS is management or supervisory experience and a positive can-do attitude.