Accountant III

Everwise Credit Union•South Bend, IN

About The Position

Position Summary: Prepares and reviews journal entries, internal and external accounting financial statements, schedules and reports of moderate complexity in one or more specialized areas. Use computer systems to develop applications and complete work in an efficient and accurate manner. Ability to work with limited supervision to meet specified departmental and organizational deadlines. Prepare reconciliations and verify statistical and accounting reports prepared by internal departments. Primary Responsibilities and Duties: Reconciles and reviews complex general ledger accounts to ensure the reconciliations properly represent the outstanding items and age. Follows up in a timely manner with business units on outstanding items. Prepare complex balance sheets, profit and loss statements, and other financial reports. Analyzes current cost, revenue, financial commitments, and obligations incurred to predict future revenues and expenses for budgeting. Prepares TCU and CUSO financial reports ensuring accuracy and timely distribution. Responsible for real estate and personal property tax reporting as well as other tax reporting assigned by Management. Evaluates procedures and creates more effective methods for the Accounting Department or other interrelated departments while efficiently utilizing technology. Supervise and guide lower-level accountants as needed. Researches and responds to inquiries of Federal and State examiners, as well as internal and external auditors. Assumes additional responsibilities and projects as delegated by Management. Knowledge/Skills: Clear communication and human relation skills Decision-making and problem-solving ability Computer literacy (Windows environment) and data entry skills are vital in this position. Ability to contribute to moderately complex aspects of a project. Ability to work independently and collaboratively as needed. Minimum Requirements: Bachelor’s degree in accounting, Business or equivalent practical work experience in the accounting field. Knowledge of financial services, electronic accounting systems and practical accounting knowledge generally acquired by 6 or more years of accounting experience. Ability to lead department members. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Welcome to Everwise Credit Union Careers! Everwise Credit Union puts people’s needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead—wherever you’re going. Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as we’ve expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest. Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone—teenagers to retirees, business leaders to the under-served—feel more in control of their money and their future. With every interaction, we seek to fulfill our purpose of helping people grow into their dreams. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Requirements

Clear communication and human relation skills
Decision-making and problem-solving ability
Computer literacy (Windows environment) and data entry skills are vital in this position.
Ability to contribute to moderately complex aspects of a project.
Ability to work independently and collaboratively as needed.
Bachelor’s degree in accounting, Business or equivalent practical work experience in the accounting field.
Knowledge of financial services, electronic accounting systems and practical accounting knowledge generally acquired by 6 or more years of accounting experience.
Ability to lead department members.

Responsibilities

Reconciles and reviews complex general ledger accounts to ensure the reconciliations properly represent the outstanding items and age.
Follows up in a timely manner with business units on outstanding items.
Prepare complex balance sheets, profit and loss statements, and other financial reports.
Analyzes current cost, revenue, financial commitments, and obligations incurred to predict future revenues and expenses for budgeting.
Prepares TCU and CUSO financial reports ensuring accuracy and timely distribution.
Responsible for real estate and personal property tax reporting as well as other tax reporting assigned by Management.
Evaluates procedures and creates more effective methods for the Accounting Department or other interrelated departments while efficiently utilizing technology.
Supervise and guide lower-level accountants as needed.
Researches and responds to inquiries of Federal and State examiners, as well as internal and external auditors.
Assumes additional responsibilities and projects as delegated by Management.