Job Description
Job Description
Job Summary: Maintains the Credit Union’s accounting records and reports, ensuring they are in compliance with Generally Accepted Accounting Principles and NCUA practices.
Essential Functions and Responsibilities:
• Lead the accounting department and provide recommendations for improvement as needed.
• Lead and supervise the team members to ensure they are working efficiently and effectively.
• Provide goals and complete yearly performance reviews for the team to meet department goals.
• Prepares balance sheet, income statements, statistical reports, budget, and various other accounting statements and reports.
• Assists in analyzing financial reports and records, creating studies or recommendations relative to the accounting of reserves, assets, and expenditures.
• Maintains monthly record of all fixed assets, prepaid expenses, accruals, and processing of monthly closing entries.
• Reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records. Supplies supporting documentation when needed. Reconciles all cash accounts on a daily and monthly basis.
• Act as back-up when CAO is not available providing guidance to all Accounting department staff. May oversee and assign responsibilities to accounting staff.
• Looks for process and quality improvements for the entire accounting team.
• Assists in processing Asset and Liability Management models and the NCUA 5300 report.
• Learns and is the department back-up, for all other Accounting related functions on the team, filling in when other team members are out of the office.
• Coordinates accounting matters with other departments and branch offices.
• Project lead for other related accounting/finance work.
• All other duties as assigned.
• This job description is subject to change at any time.
Job Requirements:
- A bachelor’s degree in Accounting is required.
- Minimum of three (3) years financial accounting experience with a financial institution.
- Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization.
- Must be able to meet to all deadlines and be a self-motivated individual.
- Proficiency using Microsoft Excel and Word along with strong written and verbal communication skills.
- Ability to multi-task and manage multiple priorities necessary.
Physical Requirements/Work Environment: May lift up to 25 lbs.;Office work- must be able to use a PC and phone; hearing and sight are required to perform this job; may need to sit or stand for long periods of time in front of a computer.
It is the policy of OC Federal Credit Union to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, pregnancy, national origin, genetic information veteran or disability status or any other protected characteristic under applicable law.
Company DescriptionFor over 70 years, OC Federal Credit Union has helped our members across the state achieve their financial goals.
Members choose us for our low loan rates, personal service, and how we give back to the communities where they live, work, and worship.
We offer personal and business checking and savings accounts, plus auto loans, mortgages, home equity lines of credit, and more.
As a local credit union, you get the level of personalized service you won’t find at larger financial institutions.
Company Description
For over 70 years, OC Federal Credit Union has helped our members across the state achieve their financial goals.\r\nMembers choose us for our low loan rates, personal service, and how we give back to the communities where they live, work, and worship.\r\nWe offer personal and business checking and savings accounts, plus auto loans, mortgages, home equity lines of credit, and more.\r\nAs a local credit union, you get the level of personalized service you won’t find at larger financial institutions.