VP, Controller

Korn Ferry has partnered with our client on their search for the role,
VP, Controller.

The Vice President, Controller serves as the strategic leader of the credit union’s accounting, financial reporting, and internal control functions, ensuring the accuracy, integrity, and clarity of financial information. The role oversees compliance with GAAP and all state and federal regulations while strengthening the organization’s financial infrastructure and enabling data-driven decision-making. The Controller guides financial strategy, treasury activities, forecasting, and budgeting, leveraging financial technology, automation, and analytics to enhance performance and operational efficiency.

Managing and developing the Finance team, the controller maintains a strong internal control environment to mitigate risk, modernizes financial processes and systems to support organizational growth. As a key advisor to senior leadership and the Board, the Controller provides insights into financial results, trends, and emerging risks, helping shape long‑term strategy and organizational priorities. The role requires a strategic, self‑starting leader capable of building scalable systems, improving reporting capabilities, and transforming the finance function into a forward‑looking, analytical, technology‑enabled operation.

This position is intentionally designed as a succession path to the Chief Financial Officer
, offering a unique opportunity for an experienced finance leader to influence enterprise strategy and step into the top financial leadership role of the organization.

• Hands‑on leadership that develops the team: Provide day‑to‑day coaching and structure for a largely junior accounting staff, elevating capability, confidence, and cross‑training while modeling strong communication and accountability.
• Modernize and streamline finance operations: Introduce automation, workflow improvements, data visualization, and system efficiencies to transform a legacy environment into a more scalable, technology‑enabled function.
• Establish a highly reliable financial engine: Build a “set it and forget it” accounting environment that delivers consistently accurate, timely information, restoring full confidence from senior leadership and the Board.
• Demonstrate strategic thought leadership: Bring forward solutions, challenge existing processes, and help shape the financial roadmap—showing the ability to lead rather than wait for direction.
• Accelerate mastery across treasury, ALM, liquidity, and investments: Develop the deeper balance‑sheet, profitability, and risk‑management skills required to step into broader financial leadership roles.
• Position the role for CFO succession: Show readiness through strategic insight, executive communication, scenario thinking, and the ability to guide decisions that impact the organization’s long‑term financial health.

• Oversee all accounting operations to ensure timely, accurate, and transparent financial reporting for Senior Management, the Board of Directors, and regulatory agencies.
• Maintain the integrity of financial records through strong internal controls, sound accounting policies, and comprehensive documentation.
• Direct general ledger management, accounts payable, fixed assets, investment accounting, borrowings, retirement plan accounting, participation loan reporting, and mortgage servicing rights.
• Provide strategic leadership to the accounting team, building a high‑performing function that delivers accuracy, accountability, and operational excellence.
• Directly supervise employees and carry out all managerial responsibilities in accordance with organizational policies and applicable laws, including interviewing, hiring, and training; planning, assigning, and directing work; evaluating performance; rewarding and disciplining employees; and addressing complaints and resolving issues.
• Foster a culture of communication, continuous improvement, and professional growth through regular staff meetings, structured monthly one‑on‑one discussions, and consistent coaching.
• Ensure team members understand evolving policies, procedures, and expectations,…