Sr Accountant

Position Summary:

• Provide prompt, professional, and accurate service to internal and external customers.
• Work collaboratively with departments across the organization to resolve accounting-related issues and support business initiatives.
• Serve as a resource to accounting staff by sharing knowledge, assisting with problem resolution, and supporting departmental cross-training efforts.

• Maintain the accuracy and integrity of the general ledger through timely preparation and review of journal entries, reconciliations, and supporting documentation.
• Assist with the monthly, quarterly, and annual close processes, ensuring financial information is complete, accurate, and timely.
• Prepare financial analyses, schedules, and management reports to support decision-making.

• Assist with the preparation and review of the quarterly NCUA Call Report and FR2900 reporting.
• Maintain knowledge of applicable accounting standards, banking regulations, and regulatory requirements.
• Support internal and external audits, regulatory examinations, and requests for financial information.
• Assist in ensuring compliance with GAAP, NCUA regulations, and internal policies and procedures.

• Maintain fixed asset records and depreciation schedules.
• Coordinate periodic physical inventories and asset verification procedures.
• Ensure fixed asset additions, disposals, and transfers are accurately recorded and properly supported.

• Identify opportunities to improve operational efficiency, reporting accuracy, and internal controls.
• Participate in system implementations, process enhancements, and departmental projects.
• Assist with research, special analyses, and strategic initiatives as requested by management.
• Maintain and update departmental procedures and documentation.

• Serve as backup for the Accounts Payable Team Lead and other accounting functions as assigned including support for Staff Accountant duties.
• Maintain working knowledge of key accounting responsibilities through job sharing and cross-training.
• Participate in annual training or as required by BSA and the Privacy Act.

• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold the highest ethical standards in all interactions and responsibilities.
• Represent and uphold the Achieva Brand Frame.
• Support leadership initiatives that position the credit union as a top employer.
• Perform other essential functions as needed or assigned.
• Travel may be required on occasion.
• Work flexible hours including weekends and holidays, based on workload or to meet member and business demands.

• Bachelor’s degree in accounting, finance, business administration, or a related field; or equivalent combination of education, training, and experience.
• 5-7 years’ progressive accounting experience, financial institution or credit union experience preferred.
• Experience with general ledger accounting, financial reporting, reconciliations, fixed asset management, and month-end close activities.
• Experience supporting regulatory reporting and audit processes preferred.

• None

• Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and financial data analysis.
• Proficiency with Microsoft Office Suite (Word, Outlook, Teams) and other business software applications.
• Strong knowledge of GAAP and financial reporting principles.
• Understanding of credit union or banking regulations and reporting requirements.
• Strong analytical, problem-solving, and organizational skills.
• Excellent oral and written communication skills.
• Ability to interpret policies, procedures, regulations, and accounting guidelines.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Proficiency with 10-key and data entry functions.
• Ability to maintain confidential information and exercise sound professional judgment.