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Assistant Controller
Assistant ControllerFidelity Bank • New Orleans, LA, US
Assistant Controller

Assistant Controller

Fidelity Bank • New Orleans, LA, US
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Assistant Controller

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states.

Fidelity promotes a culture of work / life balance for all associates. We offer a competitive total rewards package for eligible associates including :

  • Competitive pay based on the position, qualifications, relevant experience, and skillset
  • Paid Time Off
  • Up to 14 paid holidays annually
  • Comprehensive Medical, Dental, and Vision Insurance
  • Employer Funded Health Savings Account
  • Paid Parental Leave
  • 401(k) with matching contributions
  • Wellness Program to reduce health insurance premiums
  • Free or discounted banking and mortgage services
  • Basic Life Insurance and AD&D
  • Tuition Reimbursement Plan
  • Associate Referral Program
  • Associate Volunteer Program
  • Employee Assistance Program
  • Opportunities for training and career development
  • Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
  • Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank / NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary :

The Assistant Controller supports the Controller in daily operations, including maintaining the general ledger, preparing journal entries, and ensuring accurate accounting across departments. The incumbent oversees regulatory reporting, audits, investor servicing, wire transfers, and fixed asset management, while also liaising with internal and external service providers. Additionally, the position ensures compliance with FDICIA internal controls and contributes to the development of departmental policies and procedures.

This position is exempt under the Fair Labor Standards Act and is not eligible for overtime pay. This position can be located in Mandeville or New Orleans.

Required Qualifications, Competencies, and Skills :

  • Bachelor's degree in a related business field or 4 years of comparable experience
  • 2 years' experience in the Finance / Accounting group of a financial institution
  • Excellent accounting skills and working knowledge of regulations governing accounting in financial institutions
  • General understanding of all phases of the institutions operations
  • General understanding of how the various core applications interface to the general ledger
  • Proficient in Microsoft Office Suite to include Word, Excel, Outlook, PowerPoint, Teams
  • Developed cognitive skills to include Analytical, Problem Solving, Judgement, Organization & Planning
  • Developed intrapersonal skills to include Follow-Through, Resourcefulness, Initiative
  • Developed interpersonal skills to include Communication : Listening, Speaking, and Writing, Resilience & Balance, Collaboration
  • Developed technology skills to include Agile Development, Project Management, Technical Acumen
  • Developed leadership skills to include Achieving Results, Strategic Thinking, Leading Teams, Addressing Conflict, Leading & Managing Change
  • Preferred Qualifications, Competencies, and Skills :

  • Industry Certification(s) and / or designations : Certified Public Accountant (CPA)
  • Master's degree in accounting
  • 5 years' experience as an Assistant Controller or Accounting Manager / Supervisor
  • Experience in a public financial institution
  • Essential Duties and Responsibilities :

  • Supervise Accounting staff. Management duties to include : timecard reviews / approvals, participating in the hiring process for direct report openings, fostering professional development and training of direct reports, and ensuring team adherence to company policies and procedures
  • Assist Controller with daily operations including assisting and advising other departments regarding the proper accounting treatment of entries
  • Prepare support as requested for external and internal audits and FDIC / OFI Bank Examiners
  • Prepare the annual FDIC Regulatory Summary of Deposits Report
  • Maintain Fixed Assets system, processing all additions, disposals, and transfers, managing annual inventory review, and completing all LAT-5 reporting
  • Oversee the file transmissions and payments for full portfolio of serviced for investors such as FNMA, FHLMC, MPF / FHLB, etc., reconciling and resolving any discrepancies, and completing monthly and annual reporting requirements
  • Manage the wire transfer process ensuring timely processing of all wires and enforcing related policies and procedures
  • Liaison with FISC (DP Service Provider) and the Information Technology team for any issues which arise with any department application or general ledger entries
  • Responsible for the maintenance of the general ledger, including application interfaces
  • Review all internal deposit accounts and general ledger balance sheet reconciliations and resolve issues as needed
  • Prepare journal entries as needed including monthly expense accruals
  • Monitor and record Investment Portfolio purchases and sales along with the collateralization of securities as needed
  • Assist in the maintenance and development of departmental policies, procedures and internal controls
  • Oversee the departments performance of FDICIA internal controls
  • Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
  • Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
  • Perform other duties and / or special projects as appointed by management
  • Physical Requirements : primarily sitting with some standing, walking, lifting and bending
  • Fidelity Bank is an Equal Opportunity Employer / Veterans / Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.

    If you require an accommodation to submit your application for an open position, please send an email request to talentmanagement@bankwithfidelity.com or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

    For assistance or questions regarding the recruitment process, please email talentmanagement@bankwithfidelity.com.

    This position is located in Mandeville, LA.

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    Assistant Controller • New Orleans, LA, US

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