Accountant Sr. (Hybrid)

Westerra Credit Union•Denver, CO

8d•Hybrid

About The Position

At Westerra Credit Union, we believe You Can Do Money. It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections. This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money, we believe you can do money. This position is responsible for the accuracy, integrity, and execution of financial operations by performing accounting functions, which includes journal entries, general ledger reconciliations, month end close, and financial and regulatory reporting. This position maintains a high level of understanding of business processes to ensure operational results are accurately recorded in the financial statements by interpreting and applying U.S GAAP. This position will play a significant role in the month-end process, lead departmental projects, and provide mentorship and training to team members.

Requirements

6+ years’ experience in accounting, including applicable experience in interpreting and applying U.S. GAAP and in financial statement preparation.
Experience in managing projects.
Proficient in Microsoft Office applications with advanced Excel skills
Exhibits strong verbal, written and interpersonal communication skills
Ability to Learn and demonstrate that learning on the job
Detail oriented with strong organizational and time management skills
Must maintain high-level of confidentiality
Knowledge of Generally Accepted Accounting Practices (GAAP) and ability to research issues
Ability to read and interpret financial reports
Proactively negotiates across departments. Influences others outside of own job area regarding policies, practices and procedures.
Can be accountable for managing projects/processes, working independently with limited supervision
Acts autonomously on most decisions. Requires guidance on more complex judgments.
Advanced understanding of the business line and a growing understanding of the overall organization and competitive environment.
Able to handle problems that are difficult and sometimes complex
Ability to influence timelines, expectations, and proactively negotiate within department

Nice To Haves

Episys/Symitar Experience preferred.

Responsibilities

Maintain the general ledger.
Prepare month-end reconciliations and analyze operational results for required month-end accruals and determine appropriate journal entries.
Maintain all loan and share related general ledgers accounts including the set up of new loan and share types, proper accounting treatment and reporting, and ongoing general ledger maintenance.
Manage fixed asset inventory including determining proper accounting treatment and set up for new assets, and disposal of fixed assets. Prepares fixed asset roll forward and actual to budget spend.
Oversee all capitalized loan cost including annual standard costs analysis and recommend changes as required.
Review weekly accounts payable for proper general ledger and department mapping and approvals.
Review vendor setup ensuring proper 1099 reporting classification and accurate payment information.
Provide significant support to Accounting and Finance leadership to produce the monthly financial statements and Board reports and completes month-over-month variances explanations for senior management.
Manages full lifecycle of lease agreements, ensuring compliance with accounting guidelines. Analyze contracts, calculate right of use assets and liabilities, and prepare journal entries and reconciliation.
Reviews daily and monthly general ledger and clearing account reconciliations prepared by junior team members for accuracy.
Review capitalized loan cost analysis.
Maintain accounts payable approval authorities limits in the accounts payable system. Maintains corporate credit card users and limits.
Assists in monthly preparation of the allowance for credit loss estimate and implements changes to the estimation process as directed.
Oversees the preparation of quarterly call report information, ensuring accuracy of information provided and implements changes to reporting required to comply with NCUA guidelines.
Assists with annual financial statement audits, annual regulatory examinations, and periodic audits
Prepares and submits data for annual 990 and 1120 tax filings
Acts as a stakeholder and decision maker in projects and represents the accounting team on strategic initiatives.
Provides accounting guidance to key stakeholders.
Serves as a mentor to more junior team members.
Coaches, reviews, and delegates work to lower-level professionals within the team.
Other duties as assigned.

Benefits

Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
Two dental plans through Delta Dental
Basic life and AD&D insurance, short-term disability and long-term disability
20+ days of paid time off (PTO) per year
Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes up to 6% match
Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
2% off Auto/RV/Motorcycle Loans
Up to $5250 per year for educational reimbursement
4 weeks of paid parental leave
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs