Accounting Lead

Sage Credit Union is looking for a qualified professional for our Accounting Lead position.

The AccountingLead ensures the Accounting team is listening, thinking, and taking action to meet needs and provide solutions in the fulfillment of Sage CU mission of providing our members and communities with the opportunity to prosper.  

Who We Are...

At Sage CU, we believe in the kind of service that comes only through a local institution, where every person we serve is a member — not a number. Our staff have roots here in the Klamath Basin and beyond.  We care about the people we work with, both as members of our credit union, and as members of our community.

We listen with purpose.  We bring creativity to challenges. We demonstrate integrity.  We deliver a structure of financial products and services that goes beyond fulfilling basic banking needs by helping our members explore the scope of what is possible.

Essential Job Functions:

• Embracing a philosophy of continuous improvement to ensure optimization of internal controls, processes, and backup duties while ensuring process documentation is kept up to date.

• Mentor, train, and provide guidance to junior accounting staff.

• Oversee daily operations of department and assist team members with problems, while

• allocating staff resources.

• Back up areas as needed to ensure timely completion of the teams’ duties and functions.   

• Work collaboratively with the Controller to ensure accurate and timely financial, statistical, and accounting records.

• Ensure accuracy and completeness of financial records by performing regular reconciliations and analysis.

• Provide oversight and management of the inventory program to ensure accountability and accurate tracking.

• Assist the CFO and Controller with monthly, quarterly, and annual processes such asthe FHLB Collateralization review, examinations, month end closing, annual property tax returns, and research when needed.

• Assist with the completion of the NCUA 5300 report, board reporting, weekly and monthly Public Funds reporting and quarterly visa reporting.

• Assist with audits and provide necessary documentation and support to auditors.

• Participate in department and organizational Projects

• Stay informed about changes in accounting standards and regulations and ensure compliance.

• Facilitate time card management for the department.

• Maintain ongoing communication with supervisor, informing them of all pertinent problems, irregularities, new developments, and other important information within area of responsibility.

Education and Experience:

• 5-10 years of financial services or related experience preferred
• A Bachelor’s degree or comparable professional training preferred.
• Ability to train, motivate and influence people as part of a team

Knowledge, Skills and Abilities:

• Strong ability to organize, coordinate and direct tasks
• Strong analytical, decision-making skills, making recommendations, solving complex problems, detail oriented
• Superior written and verbal communication skills are required
• Excellent technical skills/functional spreadsheet knowledge
• Strong knowledge of accounting principles, standards, and regulations.

Physical Considerations:

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
• Ability to lift and/or carry up to 25 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting – 80%; standing and walking - 20%
• Hearing, visual, and verbal ability required.

Sage Credit Union is an Equal Opportunity Employer.

The good faith hourly salary range for this position is $22/hr - $33/hr. This range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.