Nelson & District Credit Union (NDCU) is a respected, vibrant and community minded organization with 50+ employees serving members at three branch locations. We have a culture of innovation and excellence while being committed to staying on the leading edge of financial products and services.
Reporting to Senior Manager, Finance & Credit and working closely with the CEO, the Controller will provide leadership and direction for the accounting and financial requirements of NDCU and provide guidance and coaching to an accounting team.

Key responsibilities of the position include, but are not limited to:

Financial Management – Provides leadership in the management of financial margin, capital adequacy, liquidity, and expenditures to maintain financial stability, maximize investment yields and promote Credit Union growth.

Annual Financials – Oversees the execution of organization-wide accounting functions to ensure adherence to International Financial Reporting Standards and to maintain the integrity of financial information used by executive management and the Board.

Budget Process and Development – Oversees and manages the organization’s overall budgeting process.

Investments – Monitors the Credit Union’s investment portfolio and initiates short- and long-term investment strategies; forecasts availability of surplus cash and plans the management of cash and borrowings for investment purposes.

Regulatory reporting – is responsible for the production and distribution of regulatory reports, analyzing report results and providing supporting information to regulatory authorities.

Asset/liability Management – Conducts a variety of strategic and technical functions associated with asset/liability management.

Internal Audit – Through the Internal Auditor, monitors internal controls and audit procedures; consults with departments and other operational roles to follow up on areas of potential risk; prepares quarterly reports on audit findings and actions taken to mitigate areas of identified risk, and makes related presentations to the Audit Committee; develops annual audit plans for Committee approval and ensures plan execution.

Advisory and consultation – Responsible for all financial tools, processes, procedures and ensuring appropriate financial controls are in place; makes recommendations to the CEO where changes in policy are required to address gaps or strengthen existing practices.
Team leadership – Coaches and leads employees to ensure they have the tools and training necessary to perform their responsibilities to the 100% operational level.

Attributes and qualifications of the successful candidate will include:

• Knowledge of finance, accounting, budgeting and cost control principles, and an understanding of credit union regulatory requirements.
• Knowledge, skill, and ability to review and analyze organizational finances and provide direction and guidance to the CEO and Board of Directors.
• Excellent interpersonal skills and the ability to interact with staff, members, and suppliers in an effective and diplomatic manner
• Proven ability to lead and coach employees

This position requires a highly organized and enthusiastic individual, with a strong commitment to professionalism, who excels in providing and maintaining an exceptional level of confidentiality, organizational and analytical skills, and problem-solving abilities.


Education – Degree in Accounting or Finance, CPA or equivalent preferred.

Experience – A minimum of 3 years prior experience in Accounting and/or Finance preferable in another financial institution or Credit Union or an equivalent combination of education and experience.

At Nelson & District Credit Union we are pleased to offer an excellent compensation and benefit package. For more information on Nelson and the surrounding area, visit and .

Qualified applicants should submit their resume and cover letter to:

Candace Wolbaum
Senior Manager, Human Resources
Nelson & District Credit Union
PO Box 350
Nelson, BC V1L 5R2

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

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