Lead Finance and Accounting staff, particularly in key areas of accounts payable/receivable, general ledger balancing/reconciliation, budget accruals, financial calculations and financial reporting.
Develop staff to include performance coaching and development.
Prepare and monitor key components of the annual budget and report against actuals and accruals.
Provide support to the ALM Committee to ensure adherence to applicable regulations and policies to include preparation of reoccurring monthly, quarterly, semi-annual, and annual reports, simulations, etc.
Give presentations to ALM Committee, Board of Directors, and Leadership Team.
Work with external auditors in connection with audits and/or examinations.
Work with external accountants in connection with the preparation of tax forms related to unrelated business income tax (UBIT).
Work with staff and/or CFO in developing and updating various pro-forma and profitability models.
Work with various members of Management as needed to provide the appropriate support and representation of the Credit Union’s financial interests.
Ensure financial reports required by regulatory agencies are accurate and complete.
Analyze and monitor internal costs and financial performance and provide guidance to operate more efficiently and effectively.
Review Credit Union financial statements for accuracy and clarity.
Ensure settlement of all GL transactions and reconciliations are completed in a timely manner and provided to the appropriate parties.
Requirements
Bachelor’s Degree or 5 years experience in related field.
Ability to work with confidential files and/or materials.
Ability to analyze problems and make decisions.
Ability to communicate effectively.
Proven aptitude for rapid learning.
High proficiency in Microsoft Excel, Word, PowerPoint, and SQL.
Benefits
Access to a competitive salary and benefits, including health insurance and retirement plans.
Excellent working conditions, work hours, and work-life balance.
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