CONTROLLER
San Francisco Federal Credit Union
Assets: $1.4B
San Francisco, CA

Join us at San Francisco Federal Credit Union and help shape the future of financial services in a collaborative and innovative environment.

Do you want to work for a forward-thinking credit union that prioritizes building a healthy culture, offering competitive compensation and an exceptional benefits package? San Francisco Federal Credit Union invites you to become part of its rich history and dynamic future as our new Controller.

If you are a robust and detail-oriented leader with a solid accounting background and well-developed analytical and problem-solving skills in the credit union or banking industry, we invite you to apply for this role. The ideal candidate will be enthusiastic about rolling up their sleeves and getting the job done.

Reporting to the Chief Financial Officer, the controller provides outstanding service to members through leadership and administration of the credit union’s accounting operations. The controller ensures adequate internal controls, maintains accurate and complete financial records, and prepares timely and accurate periodic statements of the credit union’s financial position. 

As the controller, you will oversee daily accounting operations, including accounts payable/ receivable, and effectively and efficiently direct the regular reconciliation of the general ledger accounts activity. You will also be responsible for all monthly, quarterly, and annual credit union financial statements, ensuring adherence to Generally Accepted Accounting Principles (GAAP) across all financial operations. Streamlining and automating reconciliation processes, accounts payable, and other essential areas will also be within the purview of the controller. This hybrid position requires the controller to live in the San Francisco Bay Area.


Essential functions and responsibilities include the following:

  • Prepare monthly ALCO packages and quarterly finance committee packages.
  • Manage the bi-weekly payroll and benefit reconciliation.
  • Prepare the quarterly NCUA Call Report production of all internal, audited, and regulatory financial reports.
  • Serve as the credit union’s liaison with regulatory agency examiners and internal/external auditors. Assist and cooperate with auditors and examiners reviewing the financial accounts of the credit union.
  • Oversee cash flow analysis, legal investments of excess funds, and maintenance of liquidity requirements.
  • Prepare, implement, and supervise the budget, consistent with the credit union’s overall strategic plan.
  • Follow applicable federal, state, and local laws and regulations that regulate the finance industry, including but not limited to BSA/AML, CPI, and OFAC.
  • Safeguard the assets of the credit union.
  • Maintain a highly motivated and well-trained staff.

Position Requirements:

  • Bachelor’s degree with academic coursework in finance, accounting, or other closely related fields of study. CPA highly preferred.
  • Five to ten years of accounting or finance management experience.
  • Previous accounting experience in the credit union or banking Industry is required.
  • Knowledge of credit union products and services and understanding of government regulations and legal requirements are highly preferred.
  • Expert in Generally Accepted Accounting Principles.
  • Ability to effectively assess, prioritize, and execute autonomously.
  • Must use a collaborative management style that promotes effective communication and teamwork. Fluid in collaboration tools, including Zoom and Teams hosting.
  • Possess excellent oral and written communication skills; ability to communicate effectively at all levels.
  • Ability to be bonded.

Base Salary Range: $175,000 – $200,000 annually

ABOUT SAN FRANCISCO FEDERAL CREDIT UNION
San Francisco Federal Credit Union (SFFCU) started in 1954 when accountant George Trelut wanted to provide financial security for his family. In support of his fellow city employees, he sought to provide a responsible financial institution where everyone could obtain affordable loans, save money safely, and gain a voice in their own financial experiences. Today, SFFCU continues to pursue and foster those same ideals. 

ABOUT DDJ MYERS, an ALM First Company
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.

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