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Company Profile:
Located on the beautiful California coast, Santa Cruz Community Credit Union (SCCCU) is a community-development and low-income certified Credit Union, serving Santa Cruz County and parts of Monterey County. Its mission focuses on economic justice and ensuring that all people, organizations and companies have access to the financial services and financial tools they need.
Job Summary:
Reporting to the CFO, the AVP/Finance Controller will oversee the accounting department's operations in ensuring the accuracy and integrity of SCCCU's financial records and supporting the CFO in fair presentation of financial reporting. The ideal candidate will abide by GAAP and regulatory guidance, actively seek updates to GAAP and rules / regulations, propose changes and implementations to the CFO, support CFO in forecasting budget, managing Asset/Liability Committee Management (ALCO) activities and produce accounting/finance reports.
Duties / Responsibilities:
Ensure all accounting operations, reports and records are prepared and maintained;
Perform quality control of monthly financial statements and ensure all financial information is accurate;
Prepare the quarterly NCUA Call and other regulatory reports;
Ensure all month-end entries to the GL are complete, accurate and based on updated reconciled sub-ledgers;
File required tax forms, such as property tax, 945, 1099-MISC, state and federal withholding, etc.;
Review / approve monthly GL reconciliations;
Prepare set of GL reconciliation, for CFO approval, as needed;
Stay current on GAAP and accounting guidance from the NCUA and develop plans for implementation of changes, as they occu;.
Oversee Alloya Cash Management account (federal funds daily investment); manage proper / efficient cash management techniques;
Prepare requested items for audits and DFPI-NCUA exam;.
Oversee all AP functions;
Process payroll by corresponding with employees in connection with timecard hours, reviewing for accuracy and submitting payroll file to external payroll service for processing;
Manage accounting departmental staff by directing, coaching, mentoring and discipline;
Conduct and prepare performance evaluations for accounting staff;
Assist in formulation and documenting procedural changes;
Produce assigned monthly Board of Directors reports;
Oversee appropriate internal/external documentation and records for investment transactions;
Reviews investment subsidiary schedules for accuracy and completeness;
Submit ALM quarterly data to generate analyses and reports;
Assist the CFO in coordinating the annual operating budget process;
Ensure full compliance with SCCCU's operating policies / procedures, service standards and the Bank Secrecy Act.
Qualifications:
Bachelor's degree in Accounting or Finance;
Minimum of 3 years' accounting experience within a financial institution, required;
Minimum of 3 years' supervisory experience within an accounting-related role;
Strong working knowledge of GAAP and capability to apply in relevant accounting operations;
Proficiency in the Microsoft Office suite of products, particularly Excel, together with accounting software, such as Wisdom (will train) and related software applications;
Ability to work effectively alone and within a team environment, in a fast-paced, diverse environment and perform efficiently under pressure;
Exemplary time management, organizational, attention to detail, multi-tasking and follow-through skills;
Exemplary oral and written communication and interpersonal skills;
Holder of valid CA driver's license, clean driving record, reliable transportation;
Must be able to be bondable.
Working Hours:
8:00AM - 5:00PM Monday through Friday
Compensation:
$110,981 - $166,471 base salary DOE, for this full-time exempt position.
Benefits:
Medical, dental, vision coverage;
20 days accrued paid vacation in years 1 - 3 of employment and rising incrementally thereafter;
Paid accrued sick leave;
10 paid public holidays
1 paid floater day;
401(K) with annual company match after 1 year of service.
Location:
Initially in the Santa Cruz or Soquel locations; permanent location in Soquel following branch relocation - Onsite role
COMMITMENT TO DIVERSITY:
Santa Cruz Community Credit Union is committed to employing qualified staff who are dedicated to our members, and to recruiting and hiring persons from diverse backgrounds. Diversity means that we will foster a culture of awareness, promote mutual understanding, and respect, and provide suitable role models for helping all members, including those that are underserved and unbanked.
Company Profile:
Located on the beautiful California coast, Santa Cruz Community Credit Union (SCCCU) is a community-development and low-income certified Credit Union, serving Santa Cruz County and parts of Monterey County. Its mission focuses on economic justice and ensuring that all people, organizations and companies have access to the financial services and financial tools they need.
Job Summary:
Reporting to the CFO, the AVP/Finance Controller will oversee the accounting department's operations in ensuring the accuracy and integrity of SCCCU's financial records and supporting the CFO in fair presentation of financial reporting. The ideal candidate will abide by GAAP and regulatory guidance, actively seek updates to GAAP and rules / regulations, propose changes and implementations to the CFO, support CFO in forecasting budget, managing Asset/Liability Committee Management (ALCO) activities and produce accounting/finance reports.
Duties / Responsibilities:
Ensure all accounting operations, reports and records are prepared and maintained;
Perform quality control of monthly financial statements and ensure all financial information is accurate;
Prepare the quarterly NCUA Call and other regulatory reports;
Ensure all month-end entries to the GL are complete, accurate and based on updated reconciled sub-ledgers;
File required tax forms, such as property tax, 945, 1099-MISC, state and federal withholding, etc.;
Review / approve monthly GL reconciliations;
Prepare set of GL reconciliation, for CFO approval, as needed;
Stay current on GAAP and accounting guidance from the NCUA and develop plans for implementation of changes, as they occu;.
Oversee Alloya Cash Management account (federal funds daily investment); manage proper / efficient cash management techniques;
Prepare requested items for audits and DFPI-NCUA exam;.
Oversee all AP functions;
Process payroll by corresponding with employees in connection with timecard hours, reviewing for accuracy and submitting payroll file to external payroll service for processing;
Manage accounting departmental staff by directing, coaching, mentoring and discipline;
Conduct and prepare performance evaluations for accounting staff;
Assist in formulation and documenting procedural changes;
Produce assigned monthly Board of Directors reports;
Oversee appropriate internal/external documentation and records for investment transactions;
Reviews investment subsidiary schedules for accuracy and completeness;
Submit ALM quarterly data to generate analyses and reports;
Assist the CFO in coordinating the annual operating budget process;
Ensure full compliance with SCCCU's operating policies / procedures, service standards and the Bank Secrecy Act.
Qualifications:
Bachelor's degree in Accounting or Finance;
Minimum of 3 years' accounting experience within a financial institution, required;
Minimum of 3 years' supervisory experience within an accounting-related role;
Strong working knowledge of GAAP and capability to apply in relevant accounting operations;
Proficiency in the Microsoft Office suite of products, particularly Excel, together with accounting software, such as Wisdom (will train) and related software applications;
Ability to work effectively alone and within a team environment, in a fast-paced, diverse environment and perform efficiently under pressure;
Exemplary time management, organizational, attention to detail, multi-tasking and follow-through skills;
Exemplary oral and written communication and interpersonal skills;
Holder of valid CA driver's license, clean driving record, reliable transportation;
Must be able to be bondable.
Working Hours:
8:00AM - 5:00PM Monday through Friday
Compensation:
$110,981 - $166,471 base salary DOE, for this full-time exempt position.
Benefits:
Medical, dental, vision coverage;
20 days accrued paid vacation in years 1 - 3 of employment and rising incrementally thereafter;
Paid accrued sick leave;
10 paid public holidays
1 paid floater day;
401(K) with annual company match after 1 year of service.
Location:
Initially in the Santa Cruz or Soquel locations; permanent location in Soquel following branch relocation - Onsite role
COMMITMENT TO DIVERSITY:
Santa Cruz Community Credit Union is committed to employing qualified staff who are dedicated to our members, and to recruiting and hiring persons from diverse backgrounds. Diversity means that we will foster a culture of awareness, promote mutual understanding, and respect, and provide suitable role models for helping all members, including those that are underserved and unbanked.
