SUMMARY
Under the supervision of the Controller, the Assistant Controller supports the accounting function through execution across technical accounting, financial reporting, close management, audit coordination, and regulatory reporting. This individual brings strong technical accounting capability, sound judgment, and a controllership mindset, while partnering effectively across Finance and Operations to strengthen processes, controls, and reporting quality.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
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Support the CECL process under ASC 326, including quarterly model execution, assumption documentation, qualitative factor (Q-factor) support, sensitivity analysis, and audit/exam support.
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Support technical accounting research and preparation of accounting memoranda related to financial institution accounting matters.
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Support evaluation of accounting treatment for new products, transactions, and balance sheet activities in coordination with Finance and Operations.
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Assist in maintaining accounting policies and supporting documentation to remain aligned with current GAAP and audit expectations.
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Support execution of the monthly and quarterly close, including reconciliations, journal entries, variance analysis, and close calendar coordination.
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Prepare and support review of financial reporting deliverables, including internal financial statements, board reporting support, and related schedules.
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Support preparation, reconciliation, and review of call report and regulatory reporting deliverables.
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Serve as a primary day-to-day accounting contact for external audit requests, PBC coordination, and issue resolution.
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Support annual budgeting and periodic forecasting activities through accounting analysis, historical trend review, accrual estimates, balance sheet assumptions, and other financial inputs to help ensure accurate and well-supported planning.
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Prepare variance and flux analysis with clear commentary on key accounting and financial drivers.
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Assist with financial analysis initiatives as needed, including support for product, department, or other business performance analysis, ensuring outputs reconcile appropriately to financial reporting and underlying accounting records.
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Provide accounting support for ALM and investment-related reporting, including input into ALCO and Investment Committee materials related to investment accounting, allowance considerations, and capital metrics.
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Support accounting and reconciliation for the investment portfolio, including HTM, AFS, and related accounting treatment.
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Support accounting analysis related to funding activities, FHLB advances, and other balance sheet transactions.
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Identify opportunities to improve accounting processes, reconciliations, controls, and reporting.
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Support continuous improvement within the accounting function.
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Contribute positively to a high-performing, collaborative team environment.
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Provides day-to-day supervision, coaching, and support to assigned staff, promoting accountability and strong performance.
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Executes all supervisory responsibilities in alignment with Credit Union policies and applicable regulations.
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Assist in the full employee lifecycle, including hiring, training, coaching, performance management, and disciplinary actions. Reviews and verifies time records and monitors individual performance.
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Fosters a collaborative, team-oriented environment that removes barriers and promotes effective work across the department and the broader organization.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability preferred:
Education and Experience
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Bachelor’s degree in Accounting, Finance, or a related field.
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7+ years of direct experience within a bank or credit union, specifically in accounting, controllership, financial reporting, or at a mid-to-large public accounting firm serving financial institution clients.
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Strong technical accounting foundation with the ability to interpret and apply accounting guidance in a financial institution environment.
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Hands-on experience managing monthly and quarterly close processes, financial reporting, account reconciliations, and external audit support.
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Experience with CECL reserve methodologies, including assumption development, documentation, governance, and audit support.
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Working knowledge of internal controls, accounting policy development, and model governance frameworks.
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Familiarity with regulatory reporting for financial institutions, including call report preparation, reconciliations, and NCUA or comparable regulatory requirements.
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Working familiarity with ALM concepts and their impact on financial reporting, liquidity, interest rate risk, and capital.
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Excellent written communication skills, particularly in preparing technical accounting memos, policy documentation, audit deliverables, and executive reporting materials.
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Advanced Excel proficiency and strong working knowledge of general ledger systems, financial reporting platforms, and accounting-related data tools.
Certificates, Licenses and Registrations
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CPA preferred, active or in good standing.
Knowledge & Skills
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Strong attention to detail and commitment to accurate financial reporting
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Sound judgment and problem-solving skills
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Ability to learn unfamiliar topics quickly and apply accounting guidance effectively
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Strong organizational and communication skills
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Ability to manage competing deadlines in a dynamic environment
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Collaborative and professional approach across departments
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
