Assistant Controller

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Job description

Job Overview

The Assistant Controller has direct responsibility for the monthly close process, preparation of monthly financial statements, variance analysis & commentary, board reports, and regulatory report filings. Additionally, this position will ensure reporting and control procedures exist and are maintained to accurately prepare information required for financial reporting and analysis. The successful candidate will work directly with Bank leadership and their teams on day-to-day financial management, annual forecasting, budgeting, and headcount management.

Responsibilities:

• Analyze key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.
• Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
• Conduct research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.
• Create presentations, executive summaries, and ad-hoc analysis for senior management.
• Follow standardized operating procedures and practices, conducts, or assists in the documentation of simple financial analysis projects. special projects, analysis, and ad-hoc reporting.
• Prepares financial statements and special accounting reports for management or for regulatory agencies.
• Provides basic budget training and guidance to budget holders for assigned categories.
• Research material variances and completes monthly management and budget variance reporting for assigned categories.
• Prepare reconciliations, code and/or process accounts payable, maintain fixed assets, and perform daily monitoring of designated accounts
• Other duties as situation warrants

Qualifications:

• Successful track record in executing high quality regulatory deliverables and in-depth knowledge of key regulations impacting Finance and regulatory reporting
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Strong knowledge of financial analysis, budgeting and forecasting procedures
• Detail oriented with ability to research, organize, analyze, and synthesize financial data in a manner that is visually appealing and effectively tells a clear story.
• Strong quantitative, analytical, critical thinking and problem-solving skills and demonstrated ability to exercise professional curiosity to ask the right questions.
• Ability to prioritize tasks and projects according to stakeholder and departmental priorities.
• Ability to work well with teams comprised of various personalities and work well independently with minimal supervision
• Excellent written and oral communication skills
• Proficient data entry skills; Microsoft Office (Word, Excel, Access)

Education/Experience:

• Bachelor's Degree in Accounting, Finance or equivalent field or equivalent work experience
• 5-7 years; Financial Accounting, Financial Planning, Financial Analysis, Budgeting
• Experience in Financial Services Industry preferred
• CPA or CFA certification considered a plus