Assistant Controller/Controller

INTRODUCTION

Under the general supervision of the Financial Officer, this position supervises the Fiscal Services Department support staff and performs complex accounting and financial duties for the organization. The position requires strict adherence to HGEA’s confidentiality policy, the ability to meet multiple deadlines, and the capacity to manage several tasks simultaneously. It also requires tact, adaptability, strong communication skills, and the ability to maintain effective working relationships with a variety of stakeholders.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 95%

SUPERVISORY/ADMINISTRATIVE

1. Supervises the Fiscal Services Department’s administrative support staff, including establishing performance goals, conducting performance evaluations, managing employee performance, and addressing personnel matters.

2. Researches, recommends and implements changes in fiscal policies and procedures; analyzes legal requirements relating to fiscal matters, updates relevant forms forms and manuals to support compliance.

3. Responsible for ensuring that all deadlines are met, including deadlines given to subordinate staff.

4. Prepares, reviews, and analyzes fiscal and reporting requirements to ensure compliance with accounting principles, practices, and applicable labor-reporting requirements; trains operating personnel on new procedures, policies, and other changes.

5. Executes correspondence and resolves discrepancies with external parties such as employer agencies, financial institutions and members on matters relating to the Fiscal Services Department.

6. Safeguards financial information by establishing and maintaining internal controls and ensuring the confidentiality of the organization’s records.

ACCOUNTS RECEIVABLE/ACCOUNTS PAYABLE/PAYROLL/GENERAL LEDGER

1. Maintains the membership and financial-account components of the Union information system across all phases of operation. Develops and recommends system changes to meet new requirements and improve resource efficiency.

2. Oversees the day-to-day operation of the Union information system with the Sr. Membership Accounts Technician, including the accounts receivable subledger, which contains more than 35,000 active membership records. Manages revisions to the account structure, reporting requirements, procedural instructions, and related system features, and analyzes system processes to identify and correct potential errors.

3. Oversees the day-to-day operation of the accounts payable ledger with the assistance of the Senior Accounting Technician for all funds of the organization in compliance with policies and procedures. The Union’s accounts payable system is characterized by unusual accounting features due to such factors as sources of funds, heavy cash flow and other disbursements.

4. Oversees the payroll operations with the Senior Accounting Technician including the quarterly and year end compliance.

5. Oversees the day-to-day operation of the cash receipts collections with the assistance of the Senior Membership Accounts Technician and/or Membership Accounts Technician for the organization’s funds in compliance with policies and procedures.

FINANCIAL/MANAGEMENT REPORTS

1. Reconciles and maintains general ledger accounts, including analyzing current and historical financial data.

2. Prepares monthly and quarterly internal financial reports, including supplemental and ad hoc reports as requested. Analyzes financial data and prepares reports for management.

3. Reviews monthly membership-count reports for management and ensures that all discrepancies are reconciled promptly.

4. Assists with the annual audit performed by external parties. Prepares reports and schedules and provides the documentation needed to complete the Union’s audits.

5. Assists in formulating and preparing the biennial operating budget including amendments.

6. Prepares other compliance reports as required for external parties, including the U.S. Department of Labor, U.S. Census Bureau, national union affiliates, and financial institutions.

OTHER DUTIES 5%

1. Ensures continuity of departmental operations during periods of heavy workload or staff absences by reallocating assignments and providing staff direction as needed.

2. Assists with records-retention activities in accordance with departmental guidelines and oversees compliance with the department’s records-retention procedures.

3. Performs other duties as assigned.

MINIMUM QUALIFICATIONS

Bachelor’s degree in accounting or a related field from an accredited college or university, plus five (5) years of professional accounting experience, including supervisory or leadership experience. A CPA or CMA credential is preferred. A combination of education and experience may be substituted with the approval of the Executive Director.

Considerable knowledge and understanding of accounting principles and practices, including financial reporting, applicable accounting standards and regulations, and accounting software.

Demonstrated proficiency in applying accounting methods, techniques, and procedures and in preparing accounting and financial reports.

Ability to provide prompt, excellent customer service to members, internal staff, community members, and leaders, and to represent the organization effectively in internal and external settings by demonstrating HGEA’s core values and culture of service with ALOHA.

Demonstrated ability to lead subordinates, manage work priorities and projects and manage employee performance and relations.

Demonstrated ability to write and speak effectively, presenting ideas with clarity and effectively speaking to individuals and in various group settings.

Demonstrated ability to establish and maintain effective working relationships with internal staff and external constituents, organizations and community members.

Demonstrated proficiency with accounting, finance, and Union software and Microsoft Office, including advanced Excel skills. Ability to type 60 words per minute or faster.

Ability to independently travel to and from various locations and have a personal vehicle to transport company property, as needed.

Ability to work flexible hours, including evenings and weekends.

PHYSICAL DEMANDS/WORKING CONDITIONS

1. This position operates in a professional office environment.

2. Routinely uses standard office equipment, such as computers, phones, photocopiers, etc.

3. Lift files and/or records up to 20 pounds.

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Supervisory and Leadership: 5 years (Required)
• Accounting: 5 years (Required)

License/Certification:

• Driver's License and Personal Vehicle (Required)

Work Location: In person