Location: Philadelphia,PA, USA
American Heritage Credit Union, a $4.9+ billion credit union, has an immediate opening for a experienced Assistant Controller. This position will aid in directing the accounting function of the Credit Union and its Credit Union Service Organizations (CUSOs) and maintain a deep involvement in the following: All financial and regulatory reporting of the organization; Security and integrity of the data accumulated; Safeguarding of assets of the organization through the establishment of a sound system of internal controls and in the documentation of such in accounting policies and procedures.
RESPONSIBILITIES INCLUDE:
* Maintain a highly motivated, well-trained staff and evaluate job performance in a timely manner to ensure quality of work and service to members and staff.
* Assist in the review and dissemination of all financial and statistical reporting.
* Assist Controller and CFO in the development and maintenance of all financial reporting including but not limited to month-end, Board reports, Asset-Liability Committee (ALCO) reports, and regulatory and annual audits.
* Oversee the month-end financial close process including the review of financial statements, accruals, prepaid, suspense and general ledger accounts.
* Participate in the budget process which may include collecting, developing and formalizing data required for the budget process for American Heritage and its Credit Union Service Organization (CUSO) budgets.
* Assist the Controller and CFO in the maintenance and processing of data used in the asset and liability model (ALM).
* Assist in the review and reporting of all mortgage accounting activities, including accrued interest, service fees, portfolio inventory and recordkeeping of loan sales and payoffs.
* Analyze, document, and make recommendations related to lines of business, products, and/or services as needed.
* Oversee the Investment Accounting and Administration.
* Assist the Controller and CFO with the development and maintenance of financial and statistical metrics as defined in the organization's strategic plan.
* Aid in the coordination of critical activities required during a disaster recovery event.
* Oversee accounting and review of all AES/PHEAA/Student Choice/Lendkey loan reporting.
* Assist Controller with various federal, state, and local filings.
* Assist Controller to ensure completion and preparation of accurate and timely prepared general ledger reconciliations for all entities.
QUALIFICATIONS:
* Three years to five years of similar or related experience.
* Equivalent to a college degree and a professional certificate or a graduate degree.
* Professional, well-developed interpersonal skills necessary for supervising Credit Union accounting staff and servicing members, employees, and other clients.
* Intensive fact-finding investigation required to solve major, complex problems. Requires extensive creativity and resourcefulness.
* Requires working knowledge of generally accepted accounting principles (GAAP) and a firm understanding of financial concepts.
* Certified Public Accountant (CPA) required.
* Work requires advanced working knowledge of PC applications (Word, Excel, MS Outlook, Symitar).
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
EOE M/F/D/V
,