Assistant Controller

Role Overview

• Ensure all daily accounting activities and financial statement data are prepared in accordance with GAAP and regulatory agency requirements.
• Manage and supervise assigned staff, providing guidance and escalation support as needed.
• Review and approve staff accounting entries to ensure accuracy and completeness.
• Assist with Accounting Systems, including implementing software for GL, travel and expense, reconciliation tools, accounts payable, and others as needed.
• Participate in the review, interpretation, and clarification of technical accounting for several concepts including leases, taxes, income and expense recognition and cutoff, and more.
• Develop streamlined processes for entries, including allocations between the Company’s segments, branches, and CCBX partners.
• Specific areas of supervision may include: daily cash position, CD investments, security investments, fixed assets and prepaids, accounts payable, coordinating monthly certification of GL, borrowings, leases, and payroll and stock equity award accounting.
• Supervise daily accounting processes including journal entries, intercompany clearing, posting callbacks, and monitoring daily balance sheet and income statement activity.
• Supervise month-end close process and general ledger personnel.
• Prepare or supervise preparation of regulatory reporting including FR2900 reporting, Reg W, FHLB or other collateral safekeeping and audits, and assisting with others like Call Report or FR Y-9 reporting.
• Provide accounting assistance to business partners as needed throughout the company.
• Perform monthly analysis of revenue, expense, and actual/budget variances and identify reasons for differences.
• Assist with preparation of financial schedules for internal auditors, external auditors, and regulators.
• Prepare or supervise preparation of state and local taxes as well as the monthly and quarterly income tax provision.
• Assist with the preparation of quarterly federal tax payments and Corporate tax returns.
• Ensure department is performing in accordance with internal policies/procedures and regulatory compliance rules and regulations.
• Establish and maintain working relationships with internal and external teams.
• Develop and implement efficient accounting policies, procedures, and best practices.
• Own, maintain, and oversee the implementation of department procedures, recommending process improvements to management.

Requirements

• Proven ability to manage and supervise staff, ensuring accountability and performance.
• Excellent analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.
• Certified Public Accountant (CPA) preferred.
• Microsoft Office Suite (specifically advanced skills with Excel).
• Prioritizing and multi-tasking skills in a demanding and fast paced environment.
• Previous banking experience preferred.
• Oracle ERP and Fusion GL experience preferred.
• Bachelor’s degree in Accounting, Finance, or a related field; OR an equivalent combination of education and relevant experience.
• 7+ years of relevant accounting experience. Experience with accounting in a bank required.
• 3+ years of supervisory experience, demonstrating the ability to manage staff, oversee tasks, and provide effective escalation support.
• Strong knowledge of accounting principles, GAAP, and regulatory requirements.

Tech Stack

• ERP
• Oracle
• Oracle ERP

Benefits

• Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
• Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
• Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
• Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
• Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
• Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
• Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
• 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
• Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
• Holidays: Enjoy 11 paid holidays throughout the year.