Senior Financial Accountant

Description

 Join Heritage Financial Credit Union's Accounting Team as a Senior Financial Accountant 

 

Are you an experienced accounting professional with a strong background in financial reporting and regulatory compliance?
Do you thrive in managing detailed financial operations, ensuring accuracy, and maintaining compliance with GAAP and industry regulations?
We’re looking for a Senior Financial Accountant to join our dynamic team. In this key role, you’ll take ownership of preparing financial statements, managing general ledger functions, and ensuring compliance with regulatory reporting standards. You’ll be a critical partner in ensuring the integrity of our financial operations while supporting the Credit Union’s strategic goals and growth.
If you're ready to bring your expertise to an organization that values accuracy, transparency, and member-focused service, we want to hear from you!
 Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. 

POSITION PURPOSE

Responsible for preparation of the Credit Union’s financial statements (including income statements and  balance sheets) and regulatory reporting functions (including NCUA 5300 Call Reports). Conducts  financial research, monitors financial conditions, prepares reports and recommendations. Perform  daily, weekly and month-end processes, such as journal entries and account reconciliations. Ensure that  reports, accounts, systems, policies and practices adhere to generally accepted accounting principles  (GAAP) and are in legal and regulatory compliance.  

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Financial statement preparation, general ledger, financial and regulatory reporting and  reconciliations, compliance to GAAP, related regulations and Credit Union policies and  procedures.
2. Perform tasks to assist with period end closing such as accruals, and be able to develop internal  partnerships within the CU to ensure that Accounting is proactive in recording entries.  
3. Assist the Assistant Controller with internal and external audit document preparation.  
4. Attend meetings as required and participate on assigned committees.  
5. Adhere to all reporting and other deadlines, both internal and external.  
6. Prepare GL reconciliations and journal entries with attention to detail, completeness and  accuracy, as assigned.  
7. Monitor cash accounts and prepare daily entries as needed / investigate variances and initiate  cash transfers.  
8. Assist with annual budgeting and monthly budget variance processes.  
9. Assist with and provide support for the department’s Accounts Payable functions, as assigned.  
10. Completes and presents required financial reports, records, projections, and  recommendations.  
11. Work with other accounting staff on high transaction volume GL accounts such as ATM and  coin machines and other reconciliations, researching and resolving differences.  
12. Ad Hoc Accounting projects as needed, im