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About the Role

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.

Responsibilities

• 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.

Requirements

• 4-year college degree in Accounting or Finance, plus 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 experience.
• Reconciliation experience.
• Intermediate level Excel/Word proficiency.
• 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.
• Ability to project a professional appearance and positive attitude at all times.
• Must be open to challenge and risk taking within prudent constraints.

Skills

• Excellent verbal and written communication skills.
• Excellent written, verbal communication and analytical skills.
• Vision of accounting as an integral service provider for the entire Credit Union.

Location

• Onsite

Work Type

• Full-time

Experience Level

• Senior

Education Level

• Bachelor's Degree

Salary/Compensations

• $85,000 - $95,000 per year

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

About the Company

• Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community.
• We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our 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.
• Our Core Values: Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge
• Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise
• Integrity: Do What's Right; Speak the Truth; Own Our Actions
• People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

Equal Opportunity

• Employment at our Credit Union is based upon merit, ability, and qualifications.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.