The Assistant Controller ensures that the routine operations of the accounting department are performed accurately and on a timely basis. This includes monitoring and reviewing the recording day-to-day transactions, account reconciliations and monthly close while maintaining a high-level of accuracy and compliance with internal controls. 

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions. Other duties may be assigned to meet business needs.

• People Manager – At CSBS, people managers lead and engage staff to maximize organizational performance. Understanding and implementing the organization’s strategies, people managers lead their teams through change with a focus on CSBS’ mission and vision and a commitment to our VIBE. People managers actively participate in the growth and development of their teams – delegating responsibility effectively and providing timely and actionable feedback on performance.  Responsible for planning and organizing their team’s activity, people managers are also responsible for creating a positive employee experience while developing high-performing and innovative teams.
• Manage, mentor, and supervise two staff accountants to include but not limited to handling employee relations and performing annual performance appraisals.
• Serve as secondary business owner for CSBS financial management system.
• Supervises and ensures timely and accurate monthly, quarterly, and year-end closing of the general ledger.
• Provide instruction to staff on how to handle non-routine/complex transactions.

• Reviews all reconciliations to ensure the proper accounting and recognition.
• Oversee and process bi-monthly payroll runs.
• Maintain payroll records and ensure compliance with federal, state, and local payroll tax regulations.

• Collaborate with the Controller and Senior Financial Analyst to prepare the organization’s annual budget.
• Assist the Controller in monitoring the accounting team’s workload to develop more efficient procedures and use of resources.
• Manage preparation and review PBC work papers and reconciliations for the annual external audit, 401K audit, workmen’s compensation audit, and others.
• Research FASB codification and apply technical accounting to ensure compliance with GAAP.
• Maintain, improve, identify, and implement opportunities for process improvement while maintaining internal controls.
• Collaborate with and serve as a resource for internal customers while understanding their business needs.

Additional Responsibilities

• Assist the Controller with financial analysis with various projects.
• Serve as an integral part of the Front-Line Managers team.

Minimum Qualifications

To perform this job successfully, an individual should possess the knowledge, skills, and abilities listed and meet the amount of education, training and/or work experience required.

Education and Experience

• Bachelor's degree in Accounting, Finance, or a related field; CPA certification required.
• Minimum of 9 years of progressive accounting or finance experience, including public accounting experience and at least 5 years of supervisory experience.
• Multiple years of experience with Oracle NetSuite required, including knowledge of system integrations.
• Demonstrated experience with integrating and implementing financial management systems.
• Proficiency in Enterprise Resource Planning (ERP) systems and other financial applications.

Knowledge, Skills, and Abilities

• Strong knowledge of U.S. GAAP and not-for-profit accounting standards.
• Familiarity with accounting policies, procedures, and systems utilized within the department.
• Advanced proficiency in Microsoft Office Suite, with an emphasis on Excel, including advanced functions and data analysis.
• Exceptional analytical skills paired with outstanding written, oral, and interpersonal communication abilities.
• Proven supervisory skills with a demonstrated ability to lead, mentor, and develop high-performing teams.
• Strong critical thinking and problem-solving skills, with a proactive, self-starter mindset.
• Solid data management expertise with a focus on accuracy and reliability.
• Ability to manage multiple priorities, meet deadlines, and adapt to a fast-paced, dynamic environment.
• Excellent customer service skills, with the ability to effectively work and communicate with clients, customers, and members to meet and exceed their expectations.
• Commitment to quality service, ensuring high standards in all deliverables and interactions.

Requirements

• Due to the nature of CSBS’s business in support of state financial services supervision, all CSBS employees have the potential of interacting with confidential information related to the supervision of financial services companies (“Confidential Supervisory Information”). As a result, in addition to general business conflicts of interest, all CSBS employees are expected to disclose conflicts of interest in financial services companies on at least an annual basis and to proactively avoid such conflicts.

• Protect the confidentiality, integrity, and availability of CSBS information and information systems in accordance with CSBS policies and procedures.  

Values Instilled Behaviors for Excellence (VIBE)

At CSBS, work-life balance isn't just a policy; it's our VIBE! We recognize that our team members have lives that deserve attention and care. That’s why we create strong, supportive relationships that help everyone grow both professionally and personally. We honor each other's expertise and speak the truth, even when it’s a bit awkward. And guess what? This honesty creates a vibe of respect and trust that powers our efficiency and our excellence. It lets us chase those career goals while also nurturing our personal pursuits. At CSBS, you can thrive at work and at home—it's the best of both worlds!

Just like a healthy work-life, collaboration is an essential part of CSBS’s mission. In fact, it is the heartbeat of everything we do! We're all about pitching in, giving props to our colleagues, and having each other’s backs. This allows us to push ourselves to our maximum potential and embrace those bold risks and innovative solutions. No matter what comes our way, our commitment to communication and teamwork strengthens us. We at CSBS are on mission and on the move, tackling all challenges together!

Core Leadership Competencies

Achievement Oriented Thinking

• Has tough conversations and gives feedback to staff.
• Empowers others.
• Remains calm under pressure even when presented with unpredictable situations.

Change Management

• Communicates consistently and effectively with direct reports about the need for, vision for and impact of change. 
• Demonstrates a strong advocacy for change. 
• Actively coaches and manages team through the change. 
• Effectively identifies, manages, and mitigates resistance across their team(s). 
• Serves as a liaison to project teams and sponsors by providing two-way feedback. 

Emotional Intelligence (Self-Awareness)

• Manages own emotions productively.
• Handles emotionally charged situations productively and with empathy.
• Asks for and openly accepts feedback; looks for opportunities to grow.
• Conducts conversations courageously - hitting difficult issues head-on with an eye on maintaining relationships.

Working Conditions

• General office.