Overview

To plan, organize, and supervise the operations of the Financial Reporting section and the performance of advanced and complex accounting, and financial analysis of mortgage banking and lending operations. Research, evaluate, and apply existing and emerging accounting and regulatory rules and standards, and provide expert guidance regarding the impact to internal and external reports related to financial statements. Lead complex/difficult tasks that require advanced analysis.

Responsibilities

• Oversee preparation of monthly, quarterly, and annual internal and external reports related to financial statements (e.g., board reports, NCUA call report, annual report, retirement plans) and ensure compliance of such financial statements with management standards, Generally Accepted Accounting Principles (GAAP), and regulatory requirements
• Analyze company policy and monitor relevant industry authorities and literature (FASB, SEC, IASB) to keep abreast of newly issued accounting and regulatory standards
• Lead and perform complex technical analysis of issues impacting financial reporting requirements and ensure compliant implementation
• Review internal and external reports to ensure proper accumulation of ledger entries and balances; monitor and participate in the preparation of month closing financial statements
• Oversee retirement plan audits and assist with the review of the annual audit and annual report
• Perform trending analyses/analytics (e.g., ratios) around financial information to ensure financial reports are reasonable
• Prepare ad hoc and required industry and regulatory reports including audit inquires in compliance with internal and external regulations
• Prepare/collaborate on presentations, reports, white papers, etc.
• Oversee the interpretation of regulations, audit and examination findings, and present results and recommendations to senior management, internal and external auditors
• Serve as a subject matter expert with internal and external auditors (e.g., NCUA, CFPB, and contracted third parties) to address and resolve audit questions and findings
• Investigate and resolve discrepancies by actively collaborating and communicating across business lines
• Participate in development and implementation of systems of large scope and scale
• Serve on automated financial systems improvement initiatives
• Develop and recommend enhancements to improve operational processes and procedures
• Lead or participate in cross-departmental project teams
• Research, gather and synthesize data; present conclusions and recommendations to management and/or team members
• Performs other duties as assigned

• Experience in applying techniques used in analyzing and reporting financial information
• Experience in public and/or private accounting applying complex accounting treatments and resolving complex accounting issues
• Experience interpreting and applying accounting principles
• Experience leading, guiding and mentoring others
• Advanced experience work which displays increasing levels of responsibility and/or authority
• Advanced experience identifying relevant analytical problems, determining appropriate diagnostic methods, and solving unique and complex issues/problems
• Advanced in planning, overseeing and executing complex financial analyses
• Certified Public Accountant (CPA) designation
• Advanced skill working with financial accounting systems used in the management and analysis of financial data
• Advanced skill communicating complex technical concepts to non-technical audiences
• Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
• Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely
• Advanced skill collaborating with various external/internal technical and/or functional contacts
• Bachelor's degree in Accounting, in a related field, or the equivalent combination of experience, education and training

• Experience in credit union financials and/or NCUA regulations
• Knowledge of Sarbanes-Oxley control environment
• Master's degree Accounting, in a related field, or the equivalent combination of experience, education and training