Senior Financial Accountant
About The Position
Join Heritage Financial Credit Union as Senior Financial Accountant. This role is for individuals who thrive on turning financial data into meaningful insights and helping organizations make informed decisions. The Senior Financial Accountant will be responsible for leading financial reporting, strengthening accounting processes, and ensuring accuracy across the organization. This role will use accounting expertise to support business partners, improve internal controls, and help shape the financial health of a growing Credit Union. As our Senior Financial Accountant, you’ll be a trusted partner in maintaining accurate financial reporting, supporting regulatory compliance, and identifying opportunities to make accounting processes more effective. You’ll collaborate across the organization, provide meaningful financial analysis, support audits and budgeting, and help develop the next generation of accounting talent. Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals and building a stronger community. We believe everyone deserves access to affordable financial services and are dedicated to providing 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.
Requirements
- 4-year college degree in Accounting or Finance
- 5-8 years of related accounting experience, preferably in a financial services environment or a comparable combination of education and experience.
- Practical knowledge of accounting principles.
- Understanding of Bank or Credit Union Balance Sheet.
- Knowledge of NCUA Call Reporting.
- General Ledger posting experience
- Management and Regulatory reporting
- Reconciliation experience
- Intermediate level Excel/Word
- Knowledge of finance, financial research, and reporting
- Understanding of economic market and industry conditions
- Familiarity with related laws and regulations
- Foundational knowledge of a Bank or Credit Union Balance Sheet
- Understanding of asset liability management, cash flow modeling and budget preparations/reviews
- Excellent verbal and written communication skills
- Ability to project a professional appearance and positive attitude at all times.
- Must be open to challenge and risk taking within prudent constraints.
- Excellent written, verbal communication and analytical skills.
- Vision of accounting as an integral service provider for the entire Credit Union.
Responsibilities
- Preparation of the Credit Union’s financial statements (including income statement and balance sheet) and regulatory reporting functions (including NCUA 5300 Call Reports).
- Conduct financial research, variance analysis, and recommends actions.
- 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.
- Prepare financial statements, maintain general ledger accuracy, complete financial and regulatory reporting and reconciliations, and ensure compliance with GAAP, applicable regulations, and Credit Union policies and procedures.
- Operate in a reviewer capacity, overseeing GL postings and GL reconciliations.
- Assist with period-end close activities, including accruals, and develop internal partnerships within the Credit Union to help Accounting proactively identify and record necessary entries.
- Review journal entries and reconciliations prepared by Staff Accountants.
- Assist the Controller with internal and external audit document preparation.
- Prepare NCUA Call Report (5300).
- Assist with implementing audit recommendations and strengthening internal controls.
- Identify opportunities to streamline accounting processes and improve operational efficiency.
- Document accounting procedures and workflows.
- Train and mentor junior accounting staff through careful review of work and leading by example.
- Attend meetings as required and participate on assigned committees.
- Prepare GL reconciliations and journal entries with attention to detail, completeness and accuracy.
- Assist with annual budgeting and monthly budget variance processes.
- Provide business units with financial analytic support for budget to actual reporting, variance analysis, KPIs, project budget and strategic initiative tracking.
- Complete and present required financial reports, records, projections, and recommendations.
- Work with accounting staff on high transaction volume GL accounts, researching and resolving differences with accounting team and department management partners.
- Complete Ad Hoc Accounting projects as needed.
- Perform additional duties as assigned.
Benefits
- Paid Time Off & Paid Federal Holidays
- Medical, Dental, Vision & Life Insurance
- Employee Assistance Program
- Flexible Spending Accounts (FSA)/Health Savings Accounts (HSA)
- Supplement Benefits: Critical Illness Care, Identity Theft Protection, Pet Insurance, Legal Services
- BenefitsPlus+ perks program (travel, entertainment, gift cards and so much more)
- CareNet - benefits concierge service
- 401(k) with 5% Employer Match
- Educational Assistance
- Paid Time to Volunteer
- HFCU Logo-wear (that our employees wear with pride!)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
