Controller

San Francisco Federal Credit Union

San Francisco, CA

USA

Position Description

Do you want to work for a credit union with a distinguished history, offering competitive compensation and an exceptional benefits package? San Francisco Federal Credit Union's story started in 1954 when accountant George Trelut wanted to provide financial security for his family.

In support of his fellow city employees, he sought to provide a responsible financial institution where everyone could obtain affordable loans, save money safely, and gain a voice in their own financial experiences. Today, the credit union continues to pursue and foster those same ideals.

San Francisco Federal Credit Union invites you to become a part of its rich history and dynamic future as its new controller. If you are a robust and detail-oriented leader with a solid accounting background and well-developed analytical and problem-solving skills, we invite you to apply for this role. The ideal candidate will be willing to roll up their sleeves and get the job done.

The controller reports to the Chief Financial Officer and provides outstanding service to members through leadership and administration of the credit union’s accounting operations. The controller ensures adequate internal controls, maintains accurate and complete financial records and prepares timely and accurate periodic statements of the credit union’s financial position.

As the controller, you will oversee daily accounting operations, including accounts payable and receivable, and direct the regular reconciliation of the general ledger accounts activity efficiently and effectively. You will also be responsible for all monthly, quarterly, and annual credit union financial statements and coordinating all financial areas of the credit union to ensure compliance with generally accepted accounting principles (GAAP). You have the ability to streamline and automate the reconciliation processes, accounts payable, and other areas as necessary.

Other essential functions and responsibilities include the following:

  • Prepare monthly ALCO packages and quarterly Finance Committee packages. Manage the bi-weekly payroll and benefit reconciliation
  • Prepare the quarterly NCUA Call Report production of all internal, audited, and regulatory financial reports.
  • Serve as the credit union’s liaison with regulatory agency examiners and internal/external auditors. Assist and cooperate with auditors and examiners reviewing the financial accounts of the credit union.
  • Oversee cash flow analysis, legal investments of excess funds, and maintenance of liquidity requirements.
  • Prepare, implement, and supervise the budget, consistent with the credit union's overall strategic plan.
  • Follow applicable federal, state, and local laws and regulations that regulate the finance industry, including but not limited to BSA/AML, CPI, and OFAC.
  • Safeguard the assets of the credit union
  • Maintain a highly motivated and well-trained staff
  • Candidates must be experts in GAAP and able to analyze statistical and financial data.
  • Candidates must have a bachelor’s degree with academic coursework in finance, accounting, or

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other closely related fields of study and at least five years of experience in a related field with
similar responsibilities in the credit union or banking industry. A CPA is a plus but not required.

Salary range: $150,000 - $190,000 annually
 

How to Apply
Job Position Type
Staff
Application Deadline
May. 1, 2024