Assistant Controller

🕒 July 2

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Accion Opportunity Fund

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1993

🤝 B2B

💸 Finance

🤝 Non-profit

💰 Grant on 2023-05

B2B • Finance • Non-profit

Accion Opportunity Fund is a non-profit organization dedicated to supporting underserved small business owners with affordable loans, educational resources, and a network of support. With over 25 years of experience, they have invested over $516 million to help small businesses thrive, particularly those facing challenges in accessing traditional financing. Their services include personalized coaching, business courses, and a flexible lending model designed to foster community reinvestment and sustainable growth.

📋 Description

• Reporting to VP, Controller, the Assistant Controller serves as a key deputy to the Controller, with broad responsibility for the organization’s accounting operations, financial reporting, regulatory compliance, and the small business lending function. • Beyond overseeing day-to-day accounting and reviewing the work of accounting and finance staff, this position owns the integrity of the general ledger, leads the preparation and review of financial statements and regulatory filings — including the credit union Call Report — and manages the loan operations of the small business lending program from origination through servicing. • This position plays a central role in designing, implementing, and monitoring internal controls, serves as the primary liaison between the lending operation and the accounting function, and partners closely with the Controller on audit, technical accounting, and process improvement.

🎯 Requirements

• Active CPA license required. (Certified Public Accountant) • Bachelor’s degree in Accounting, Finance, or related field • Minimum 7 years of progressive accounting experience, including supervisory/review responsibility • Minimum 5 years reviewing, leading, or supervising accounting work • Strong knowledge of U.S. GAAP and financial reporting • Experience managing month-end close and external audits • Credit union experience, including familiarity with NCUA regulations and share/member accounting • Experience preparing the credit union Call Report (NCUA Form 5300) • Loan operations experience — origination, servicing, documentation, and/or loan portfolio accounting • Experience with NetSuite, especially in a multi legal entity environment. • Experience communicating with and supporting external auditors • CDFI (Community Development Financial Institution) experience. • Small Business Administration (SBA) reporting experience is a plus, but not required. • Strong Excel skills; strong financial database and reporting skill set; experience with accounting applications a strong plus. • Superior communication skills and the ability to work effectively with internal and external partners. • Ability to thrive in an entrepreneurial, team-oriented, mission-driven environment.

🏖️ Benefits

• 100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). • 90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts. • Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans. • Tax deferred & Roth 403(b) Retirement Plan with employer match. • Unlimited paid vacation days, 12 paid holidays, 1 floating paid holiday, 10 Sick days, and paid parental leave.