Controller - H-bancorp
Company: Sunwest Bank
Location: Sandy
Posted on: June 18, 2022
Job Description:
Sunwest Bank Parent Company (H-bancorp) is looking for a
Controller. SUMMARY The Hovde Family Office Controller position is
a key role for our growing family office. The role will be
responsible for overseeing all family office accounting and tax
functions. This individual will work closely with the Hovde leaders
to ensure all accounting functions are completed in an accurate,
timely and proactive manner. This will include financial statement
preparation and analysis for closely held entities such as H
Bancorp, Hovde Capital Advisors, Hovde Foundation, H&L
Ventures, etc. The role will also be responsible for aggregation,
compilation, and review of financial statements from all other
investments across the family office platform including Hovde
Properties, public equities and private investments.Since the
Family Office is a dynamic, entrepreneurial, and expanding
business, you will have the opportunity to work closely with
leaders across the underlying businesses and consistently be
exposed to new lines of business and learning opportunities. This
is a perfect opportunity for an individual who is detail-oriented,
communicates effectively, technically capable, intellectually
curious and holds a deep desire to solve problems, and efficiently
delivers a quality work product in a fast-paced, dynamic
environment.ESSENTIAL DUTIES AND RESPONSIBILITIES
- Completes month-end and year-end closing processes, including
preparation and input of journal entries, balance sheet
reconciliations, bank reconciliations, and revenue summaries.
- Compiles and distributes monthly financial statements,
researches and resolves balance sheet and income statement
discrepancies, and responds to ad hoc requests.
- Responsible for coordinating all necessary tax work and filings
in a proactive and timely manner.
- Responsible for managing tax projections and planning across
portfolio investments to optimize tax positions on a global
basis.
- Assists in the development, implementation and monitoring of
internal accounting systems and policies and procedures to ensure
operations remain in compliance with regulations and reporting
requirements.
- Prepares financial statements and schedules for auditors and
various management reports. Aggregates all audited financial
statements for review by outside auditors, when applicable.
- Responsible for reviewing, monitoring and managing a
significant number of bank accounts, including funding and
transfers, for the closely held family office entities.
- Responsible for aggregating all financial information to
generate month-end balance sheets and income statements for the
aggregate family office.
- Serves as the initial point of contact for inquiries, problems
and exceptions related to the review of account reconciliations and
financial reporting.
- Performs other duties as assigned. ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication,
attitude and teamwork with customers, peers and management
- Demonstrates high level of quality work, attendance and
appearance
- Adheres to all Company Policies & Procedures and Safety
Regulations
- Adheres to local, state and federal laws
- Understands and complies with all company rules and
regulations
- Attends training and maintains a basic knowledge of procedures
to ensure compliance with laws and regulations governing financial
institutions, as they apply to your position and job
responsibilities, with an emphasis on the BSA/AML/CIP, Consumer
Privacy, Regulation CC, Information Security, Bank Protection Act,
FACT-Identity Theft, Information Technology and GLBA.
- Additional duties as assigned as it relates to the
positionSUPERVISORY RESPONSIBILITIESThis position does not have any
initial supervisory responsibilities POSITION LOCATIONThis position
is on-site and can be located in Madison, WI or Sandy, UT MINIMUM
QUALIFICATIONS
- Degree in Accounting required; CPA preferred
- Minimum 10 years of accounting experience with exposure to
fund, investment and private equity accounting
- Mix of Public and Private accounting with tax experience
preferred
- 3-5 years of fund and investment accounting experience
preferred
- Previous experience in a Family Office with varied businesses
and investments preferred
- Strong knowledge of Microsoft Excel/Word and accounting
softwares (Sage, QuickBooks, Genesis, Etc.)
- Very high degree of discretion dealing with confidential
information
- Personal characteristics include integrity, professional in
attitude and appearance, and trustworthiness
- Demonstrated written and oral communication skills
- Analytical thinking and quick comprehension
- Demonstrated ability to work independently and as a
teamCOMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative and Self Starter
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
Keywords: Sunwest Bank, Sandy , Controller - H-bancorp, Accounting, Auditing , Sandy, Utah
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