Senior Staff Accountant

Advia Credit Union•Kalamazoo, MI

2d•Hybrid

About The Position

The Senior Staff Accountant is a key contributor to the financial integrity and operational efficiency of the organization. This role is accountable for performing complex accounting functions, ensuring compliance with GAAP and regulatory standards. This role executes with deep technical expertise, exceptional analytical capabilities, and a proactive mindset to drive continuous improvement in the financial processes. This position plays a critical role in month-end close and financial reporting. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

Requirements

Five years to eight years of similar or related experience, including preparatory experience.
A college degree.
Sound analytical skills to interpret policies and procedures related to state and federal regulations and to research member account activities and recommend actions to resolve problems.
Knowledge of related state and federal credit union regulations, accounting principles generally accepted in the United States of American, and best practices associated with safe and sound operations.
Solid reasoning, mathematical, and language abilities.
Advanced knowledge and experience using Microsoft Excel and Microsoft Outlook.
Ability to work on standard personal computers (including peripheral equipment), typing 40-50 words per minute, view a computer terminal for varying periods, and learn and retain the proper use of office equipment.
Must be able to work with various PC software.
Self-motivated in a fast-paced environment with the ability to work accurately, independently, and meet deadlines.
Sound communication skills with the ability to build and maintain effective working relationships.

Responsibilities

Executes month-end and year-end close processes, including preparation and review of journal entries, accruals, reconciliations, and financial statements.
Ensures timely and accurate preparation of monthly and quarterly financial reporting, as well as NCUA call reporting, providing insights and recommendations to management.
Assists management in the performance of the Credit Union’s allowance for credit losses measurement process, including data gathering, model execution, results analysis, and preparation of related journal entries in compliance with accounting standards.
Identifies and implements best practices to streamline workflows and enhance reporting accuracy and timeliness.
Partners with internal departments and external auditors to aid in audits, examinations, and financial reviews.
Serves as a subject matter expert and resource for Staff Accountants and other team members; provide training and guidance.
Participates in departmental and organizational projects and initiatives by anticipating and planning impacts to accounting processes and procedures and coordinates the implementation of appropriate changes.
Ensures appropriate capitalization of fixed assets and recognition of depreciation according to the Credit Union’s Fixed Asset Capitalization Policy.
Coordinates the timely preparation and filing of various tax reports, including Forms 990, 990-T, 945, 720, property tax forms, and state tax filings.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines.