Job Description
Job DescriptionDescription:
Leads the development of a strong, collaborative, and knowledgeable accounting team that supports the mission and goals of the credit union. Fosters a culture of continuous learning, cross-training, and professional growth within the department to ensure team members are equipped to adapt to evolving needs and regulations. Promotes operational excellence and efficiency by mentoring staff and enhancing department processes. Responsible for ensuring the credit union maintains accurate and reliable financial records and reporting on income, expenses, assets, liabilities, and capital. Supports strategic decision-making and regulatory compliance through timely financial reporting and adherence to GAAP. Oversees general ledger and bank account reconciliations, supervises daily accounting operations, and maintains a thorough understanding of credit union back-office processes and systems.
- Supervise Accounting Functions:
- Accounts Payable
- Accounts Receivable
- Prepaid / Fixed Assets
- Reconcilement of Month End, Quarter End, Year End, & Annual Processing (FR2900, 5300 Call Reporting, & 990 Tax Reporting)
- Conduct special accounting studies, analyses, and special projects as requested by management
- Assist with all audit and exam processes as necessary
- Preparation of Audit, Budget, ALM, and Special Financial Reports by collecting, analyzing, and summarizing account information and trends, in order to identify any potential risk to the credit union
- Other duties as assigned
- Team Member Supervision:
- Maintain a highly motivated, well-trained staff, evaluating the performance of the staff on a regular basis
- Resolve employee questions or conflicts
- Ensure adherence to KALSEE Values, Mission, & Vision Statements
- Develop, coach and guide staff to full potential growth opportunities
- Maintains and answers procedural questions on accounting and payment systems support controls by preparing, researching, interpreting, and recommending accounting and payment system policies and procedures that would eliminate any potential risk to the credit union
- Risk Management & Control:
- Maintain awareness of potential credit union compliance risk, complies with Federal, State, and Local Financial Legal Requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management of needed actions
- Maintains member’s confidence and protects the credit union by keeping financial information confidential
- Preserves historical records and maintains financial security by following internal accounting controls, policies and procedures; reporting needed changes; filing account documents
- Review all activities for compliance with Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations and participate in annual training as required by the BSA/OFAC Office
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Requirements:
- Bachelor’s degree in accounting or related field or a minimum of 8+ years of credit union or related accounting experience
- Highly motivated, team-oriented and have effective verbal and written communication skills
- Strong MS Word, Excel and Outlook Skills
- Experience with Brick ALM, Budget, and Ratio Software and CU Answers preferred
- Maintains Interdepartmental work flow by studying methods; implementing cost reductions; fostering a spirit of cooperation; and developing reporting procedures; accomplishing related results as needed