Controller

Controller Green Bay, WI Job Details 3 days ago Qualifications General ledger reconciliation Financial forecasting Accounting systems Succession planning Financial close processing Tax compliance management Internal controls Financial model construction Accounts payable Variance analysis Financial model development Workflow management (operations management method) 5 years Bachelor's degree in finance Mergers and acquisitions transaction management Regulatory compliance Internal compliance auditing Financial performance report preparation Finance Budget forecasting Team development Supervising experience Managing budgets in a finance role Bachelor's degree Overseeing compliance functions Operational risk mitigation Bank experience GAAP Decision making Performance Improvement (PI) Managing accounting teams Data interpretation Accounting and finance experience Financial regulatory compliance Due diligence Productivity software Expenditure monitoring Bachelor's degree in accounting Senior level Cross-functional collaboration Post-merger integration Leadership Implementing cost-saving initiatives Accounting Communication skills Technical Proficiency Internal financial audits Payroll processing Cross-functional communication Fixed asset management Staff development Performance evaluation Full Job Description Position Purpose Upholds the Credit Union's mission of "We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve" by leading and overseeing the accounting functions of the credit union. The Controller is responsible for the accuracy, integrity, and timeliness of financial records and reporting; stewardship of assets through audits, exams, and internal controls; and enhanced oversight of cost control and expense management. This role serves as a key financial leader, partnering closely with the Vice President - Finance to support sound financial decision-making, operational efficiency, and long-term sustainability. Promotes the vision, mission, and values of Capital Credit Union. Essential Responsibilities Leads and oversees daily functions of the Accounting Department, providing direction, coaching, and support. Develops and coordinates workflow to ensure business objectives are met efficiently and accurately. Conducts department meetings, completes performance appraisals, and supports employee development and succession planning. Oversees core accounting functions including the general ledger, chart of accounts, cost centers, accounts payable, fixed assets, payroll, taxes, reconciliations, and internal controls. Ensures the accuracy and integrity of financial and membership accounts through sound accounting practices. Maintains responsibility for month-end and year-end close processes, preparation of monthly financial statements, and related management and board reporting. Reviews financial results for accuracy, trends, and variances, and provides insight to leadership. Ensures compliance with Generally Accepted Accounting Principles (GAAP), applicable regulatory requirements, and internal accounting policies and procedures. Oversees preparation and timely completion of required regulatory and statutory reports, including the NCUA Call Report, annual financial statements and disclosures, secondary market mortgage reporting, and dormancy and escheatment reporting. Coordinates and leads internal and external audits and examinations, serving as a primary point of contact. Ensures accurate documentation, timely responses, and resolution of findings. Implements, maintains, and enhances internal controls to safeguard assets, ensure data integrity, and mitigate financial and operational risk. Provides elevated oversight of cost control and expense management. Monitors operating expenses, validates cost allocations, analyzes variances, and identifies opportunities for improved efficiency and cost savings across the organization. Partners with the Vice President - Finance on budgeting and forecasting activities, including fixed asset planning, expense forecasting, and variance analysis. Supports financial modeling and scenario analysis related to cost management and operational decisions. Oversees accounts payable processes and ensures purchasing and invoice approval policies are consistently followed. Maintains fixed asset records and depreciation schedules for the credit union. Oversees payroll processing and related tax reporting, ensuring accuracy and compliance. Leads or participates in cross-functional initiatives, system implementations, process improvements, and continuous improvement efforts impacting accounting and financial operations. Collaborates with finance, risk management, branch operations, and other departments to support organizational goals and promote strong financial stewardship. Serves on internal committees as assigned, contributing accounting and financial expertise to enterprise initiatives. Acts as a key accounting resource during mergers, expansions, or other strategic initiatives, coordinating general ledger and reporting impacts and supporting due diligence and integration activities. Monitors overall financial operations and identifies opportunities for improvement, efficiency, and scalability. Proactively recommends solutions and enhancements to the Vice President - Finance. Necessary Experience and Qualifications Bachelor's degree in Accounting, Finance, or a related field is required. Five or more years of progressive accounting experience with demonstrated responsibility for financial reporting, internal controls, and compliance; supervisory or people leadership experience is required. Strong knowledge of accounting principles, financial reporting, internal controls, and audit coordination; experience within a financial institution is preferred but not required. Demonstrated ability to lead, coach, and develop a team while fostering accountability, collaboration, and continuous improvement. Proven analytical and problem-solving skills, including the ability to interpret complex financial data, analyze trends, and provide actionable recommendations. Strong attention to detail with the ability to maintain accuracy while managing multiple priorities and deadlines. Ability to exercise sound independent judgment and decision-making in alignment with organizational objectives. Effective written and verbal communication skills, with the ability to explain financial and technical information to both financial and non-financial audiences. Proficiency with accounting systems, financial reporting tools, and Microsoft Office applications, with ability to adapt to new systems and technologies. Experience with Fiserv DNA and Prologue is preferred but not required. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds

NOTE:

This job has the potential to periodically work remotely contingent upon supervisor approval but is not a work from home eligible position. When working remotely it is necessary to follow our Remote Work / Work from Home Policy. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.