Assistant Controller - CCBX

ABOUT US

Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. 

WHAT YOU'LL DO

As the Assistant Controller for the CCBX Division of Coastal, you will oversee daily accounting activities and ensure financial statement data aligns with Generally Accepted Accounting Principles (GAAP) and regulatory requirements. You will manage and supervise staff, provide escalation support, and drive process improvements to enhance efficiency and accuracy. This role requires discretion and independent judgment on matters of significance, including complex accounting issues and partner program agreements. 

HOW YOU'LL DO IT

• Ensure all daily accounting activities and financial statement data are prepared in accordance with GAAP and regulatory agency requirements. 
• Manage and supervise assigned staff, providing guidance and escalation support as needed. 
• Review and approve staff accounting entries to ensure accuracy and completeness. 
• Participate in the review, interpretation, and clarification of accounting for CCBX partner program agreements. 
• Implement accurate accounting practices for partner agreements, including revenue recognition and cost accounting, in accordance with the partner accounting memorandum or matrix. 
• Develop streamlined processes for entries, including daily entries from partner systems and over-the-top entries. 
• Research and resolve highly complex accounting and processing issues. 
• Establish and maintain working relationships with internal and external teams. 
• Coordinate with auditors, ensuring requests are fulfilled and documentation is accurate and complete. 
• Review reporting outputs for partner-related data for internal, external, and regulatory reporting. 
• Ensure departmental compliance with internal policies, procedures, and regulatory rules. 
• Develop and implement efficient accounting policies, procedures, and best practices. Own, maintain, and oversee the implementation of department procedures, recommending process improvements to management. 

WHAT YOU'LL BRING  

• Proven ability to manage and supervise staff, ensuring accountability and performance. 
• Excellent analytical, problem-solving, and organizational skills. 
• Ability to manage multiple priorities and deliver results in a fast-paced environment. 

EDUCATION/EXPERIENCE 

• Bachelor’s degree in Accounting, Finance, or a related field; OR an equivalent combination of education and relevant experience. 
• 7+ years of relevant accounting experience. Experience with Banking, Fintech, or public accounting a plus. 
• 3+ years of supervisory experience, demonstrating the ability to manage staff, oversee tasks, and provide effective escalation support. 
• Strong knowledge of accounting principles, GAAP, and regulatory requirements. 
• Advanced proficiency in Microsoft Excel, including data analysis tools and pivot tables. 
• CPA preferred. 

HOW YOU’LL THRIVE AT COASTAL 

• Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development. 
• Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. 
• Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. 
• Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box. 
• Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. 
• Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. 

BEING YOU AT COASTAL 

Coastal Community Bank is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. 

PHYSICAL DEMANDS 

The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

While performing the duties of this job, the employee must be able to: 

• Sit for extended periods of time. 
• Stand for extended periods of time. 
• Perform repetitive finger, hand, and arm movement. 
• Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.  
• View and read computer screens for extended periods. 
• Occasionally stoop, kneel, crouch, or crawl. 
• Occasionally lift or move up to 10 pounds. 

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

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