Staff Accountant

Job Type

Full-time

Description

General Summary

This position is primarily responsible for handling the daily accounting duties of the Credit Union, assisting with the gathering and preparation of information used for regulatory reporting and financial analysis and the preparation of financial statements according to General Accepted Accounting Principles and established Credit Union policies, procedures, and legal and regulatory guidelines.

Essential Functions

The essential functions of this position may include, but are not limited to:

• Verify and post detailed business transactions to general ledger and other tracking systems in support of the day-to-day Credit Union operations ensuring proper controls and audit trails are maintained.
• Balance, audit and reconcile general ledger accounts; prepare accounting entries as needed.
• Maintain format and integrity of general ledger reports and create new reports when required.
• Assist in the preparation of monthly financial statements and quarterly reports.
• Assist in the preparation of audit schedules, reporting, data collection and documents procedures required for internal and external audits.
• Perform various accounting tasks including account payable and fixed assets.
• Code and post accounts payable invoices for disbursement
• Research and resolve issues regarding invoices
• Support accounting management with research and special projects as needed.
• Work in conjunction with other departments within the Credit Union to support each other’s needs and the needs of the Credit Union members and prospective members.
• Complete annual regulatory compliance testing as assigned per the terms of internal policy and other internal and offsite training as necessary to keep current on accounting practices.
• Represent the Credit Union in a professional manner through written and verbal communication, attitude, appearance, work area, and thorough knowledge of Credit Union products and services.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the qualifications required of the position:

Education and Experience

• Bachelor’s degree in finance, Accounting or related field preferred; equivalent experience considered
• Background in general ledger accounting, managing fixed assets and investments, balancing commercial bank statements, and cost accounting principles.
• Experience in creating and maintaining complex spreadsheets

Knowledge

• Solid knowledge of Generally Accepted Accounting Principles (GAAP) with working knowledge of bookkeeping practices and related laws and regulations
• High proficiency with Microsoft Office suite of products and internet-based applications
• Must be fluent in English.
• Proficiency in operating a PC and other standard office equipment

Skills

• Intermediate to advanced Excel skills
• Exceptional and effective interpersonal, relationship building, verbal and written communication skills
• Self-motivated and capable of working independently
• Proficient computer/PC skills with accurate data entry and strong mathematical skills
• Developed organizational and time management skills with attention to detail

Ability

This position requires the ability to:

• Analyze large amounts of data from various sources and organize the data by creating and maintaining complex spreadsheets
• Perform complex mathematical calculations and work with mathematical concepts such as fractions, percentages, and ratios
• Read, speak and write in English
• Effectively present information in one-on-one and small group situations
• Work productively with minimal supervision and manage multiple tasks while keeping duties organized
• Work effectively under strict time constraints, deadlines, with flexibility to adapt to peak periods of heavy workload
• Operate a personal computer on a continuous basis and standard office equipment as needed
• Verbally answer and direct calls using proper telephone etiquette

Other

• Must demonstrate a high degree of professionalism with positive and professional image and demeanor; business professional attire required
• Commitment to team environment, member confidentiality and outstanding member service
• Dependability and flexibility with work hours and work assignments
• All candidates will be required to consent to and pass background screenings which may include criminal and credit checks.

Physical Demands

The physical demands listed below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made upon request to enable individuals with disabilities to perform the essential functions of the position. A full analysis of physical and mental demands is available upon request to the Human Resources Department.

• Seeing, speaking, hearing, sitting for extended periods of time, standing, walking, climbing stairs, grasping, reaching, use of hands to finger, grip or feel and lifting and/or moving up to 25 pounds.
• Specific vision abilities required include close & distance vision, depth perception, ability to adjust focus.

Work Environment

The position is primarily located in an office environment. The noise level in the work environment is usually low to moderate.

EEO Statement

Greenwood Credit Union is an Equal Opportunity/Affirmative Action Employer and therefore provides equal employment and advancement opportunities to all employees and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Disclaimer

The information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as an exhaustive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.