Manager Financial Accounting-Hybrid

Logix Federal Credit Union•Valencia, CA
•Hybrid

About The Position

The Manager, Financial Accounting oversees an organization’s financial accounting operations, ensuring accuracy and compliance with regulatory standards. The role manages financial statement preparation, coordinates audits, supervises accounting staff, and implements financial controls and policies to support financial health and reporting integrity. It is described as hybrid, combining in-person collaboration with remote flexibility. The manager leads monthly, quarterly, and annual close activities; maintains compliance with GAAP and applicable NCUA and state and federal requirements; oversees balance-sheet and income-statement accounting; and supports audits, examinations, and regulatory reporting. The position also develops the accounting team and oversees accounting systems and process improvements.

Requirements

  • Bachelor’s degree in Finance, Accounting, or a relevant field.
  • Six to ten years of experience in financial management and accounting.
  • Strong analytical and problem-solving skills.
  • Excellent communication and organizational skills.
  • Proficiency in financial software and reporting tools.
  • Thorough working knowledge of Microsoft Office products, including advanced Excel skills.
  • Supervisory experience.

Nice To Haves

  • CPA certification.
  • Knowledge of general ledger and other financial systems.

Responsibilities

  • Lead and manage the monthly, quarterly, and annual financial close process.
  • Ensure accurate and timely preparation of financial statements, consolidated reporting where applicable, and regulatory and management reports.
  • Review journal entries, account reconciliations, and supporting schedules.
  • Coordinate close activities across accounting sub-functions and departments, and maintain close calendars and workflows.
  • Ensure compliance with GAAP, NCUA and state and federal regulatory requirements, and financial institution-specific accounting guidance.
  • Own and maintain formal accounting policies, interpretations, and documentation.
  • Research and implement new accounting standards and regulatory guidance.
  • Advise leadership on complex accounting matters, estimates, and judgments.
  • Oversee accounting for loans and allowance-related accounts; investments and derivatives where applicable; fixed assets and leases; shares and borrowings; and reserves and equity.
  • Review balance-sheet integrity and investigate variances or anomalies.
  • Partner with management to explain financial results and trends.
  • Serve as the primary contact for external and internal auditors and NCUA examiners.
  • Prepare and review audit schedules, footnote support, and disclosures; address audit findings and ensure timely remediation.
  • Support the accuracy of Call Report and regulatory reporting.
  • Lead and develop the financial accounting team, providing coaching, mentoring, and performance management.
  • Ensure proper segregation of duties and strong review controls.
  • Foster technical excellence, accountability, and continuous improvement.
  • Oversee financial accounting activities across general ledger, sub-ledger, and reporting and consolidation systems.
  • Participate in system upgrades, accounting automation, and process enhancements.
  • Identify opportunities to improve the accuracy, efficiency, and scalability of financial reporting.

Benefits

  • Hybrid schedule with in-person collaboration and remote flexibility.
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