Senior Staff Accountant

Soarion Credit Union•San Antonio, TX

12d•Onsite

About The Position

The Senior Staff Accountant is responsible for complex accounting activities across accounts payable/receivable, investments, fixed assets, reconciliations, month-end close, and financial reporting. This role supports regulatory compliance, budgeting, and special projects, ensuring accuracy, timeliness, and adherence to GAAP and credit union regulations.

Requirements

Excellent verbal and written communication skills.
Extensive knowledge of the principles, procedures, and best practices in the industry.
Excellent organizational skills and attention to detail.
Strong interpersonal skills with others inside and outside the organization.
Strong analytical and problem-solving skills. (Power BI, Excel w/ Power Query, Team, SharePoint)
Ability to work cross-functionally with Finance, IT, and Operations teams to support organizational initiatives.
Comfortable in a fast-paced, evolving environment with shifting priorities.
A bachelor’s degree with a concentration in Accounting
3–5 years of progressive accounting experience, preferably in a financial institution or credit union environment.
Must possess strong technical skills, including advanced Excel (PivotTables, Power Query), accounting/ERP software, and reporting/analytics tools such as Power BI or Tableau.
Familiarity with Microsoft 365 (Word, Excel, Teams, SharePoint) required.
Work involves personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Must be bondable.
Must be able to work under sometimes-demanding conditions while maintaining professionalism and enthusiasm.
Must be available to work overtime and Saturdays, as needed.

Nice To Haves

Occasional remote work may be available and is subject to prior approval by management.

Responsibilities

Performs heavy general ledger work and cost and branch accounting, verifies reconciliations, and completes tasks in all functional areas of the Accounting Department.
Compiles and analyzes daily financial information to prepare and post entries to the accounts.
Responsible for all employee payroll related reconciliations and accruals.
Prepares closing entries, generates reports and provides extensive assistance with the preparation of recurring financial statements and the 5300 Call Report, CECL (Allowance for Credit Losses), leases.
Prepares assigned month-end management and board reports. Responsibilities include the review of staff board report submissions and narratives for accuracy and content; applies an advanced understanding of accounting theories.
Reviews, verifies and approves release of all vendor payments.
Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents and reports.
Responsible for the preparation of the quarterly regulatory reports and annual tax filings.
In coordination with the Chief Financial Officer & AVP of Finance and Accounting monitors expenditures, reports variances, recommends and implements approved amendments to maintain fiscal integrity of annual budget.
Serves as a resource, resolves problems, and provides support to Accounting Department employees by applying advanced knowledge of Credit Union policies, procedures, applications and General Accepted Accounting Principles (GAAP), theories and techniques.
Provides informal leadership by supporting the execution of accounting functions, guiding staff on technical matters, and offering feedback to the Accounting Manager on work quality and process improvement opportunities.
Assists the Accounting Manager with the coordination and preparation of materials for all audits and regulatory exams.
Coordinates special projects to include research and implementation processes; serves as a liaison to associated vendors and Information Technology department; reviews test results; prepares documentation; and coordinates departmental implementation.
Ensures compliance with the policies and procedures of the Credit Union and all applicable federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
Explores new ways to improve departmental efficiencies; makes recommendations, develops and documents new internal control policies and procedures for Accounting Department, provides all materials to the Accounting Manager for approval.
Performs additional job-related duties as assigned.