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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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