Job Description

WHAT YOU WILL DO EVERYDAY

As an Associate, Senior Accountant, you will play a critical role in maintaining and analyzing complex financial records. You will ensure financial transactions are accurately recorded, reconciled, and reported, while identifying and resolving discrepancies independently. You’ll oversee more complex reconciliations, participate in financial analysis and forecasting, and support the month-end close process. You will also provide mentorship to junior accountants, oversee and review their work, and partner cross-functionally with other departments to drive process improvements and ensure compliance with accounting standards and institutional policies.

Serve as a key support to the Manager Controller, overseeing financial trend analysis, and identifying opportunities for process improvements. You will also be actively involved in adjusting existing workflows to drive greater efficiency. In addition to supporting external audits by preparing and providing workpapers to auditors, you will be assigned projects to oversee.

Direct Reports: None

HOW YOU WILL MAKE AN IMPACT

40% Lead the reconciliation and analysis of high-risk or complex general ledger accounts and internal DDA accounts on a daily, weekly, and monthly basis. Investigate and resolve reconciling items independently, escalating only when necessary. Review reconciliations from other staff.

30% Prepare and post advanced month-end journal entries related to loans (e.g., student loans, loan pools, complex interest accruals, allowance for loan losses). Ensure accuracy and completeness of entries with minimal supervision and collaborate in the design of new accounting entries as needed. Oversee month end process and review month end work by other staff.

20% Analyze trends to support budgeting, forecasting, and audit preparation. Identify process improvement opportunities and collaborate on implementing enhancements to accounting systems and workflows. Support auditors during examinations as well as completing budget comparisons based on financial trends.

10% Provide subject matter expertise and guidance to accountant I and internal stakeholders. Assist in documentation of procedures, cross-training efforts, and serve as a backup to the Manager Controller role as needed.

-- Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.

WHAT YOU WILL NEED TO SUCCEED

Experience

5+ years' financial reporting with a strong understanding of accounting principles in financial industry or related field.

Education / Certifications / Licenses

Bachelor's degree in Accounting or related discipline required.

PREFERRED SKILLS

• Familiarity and knowledge of electronic data processing systems.
• Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments.
• Professional level of verbal and written communication skills are essential to the position.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong organizational skills and ability to multi-task.
• Capable of analyzing credit and financial information.
• The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust.
• Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems.
• Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed.
• Ability to provide world class member service while executing Interra’s vision, mission, and delivery of Core Values.

INTERPERSONAL SKILLS

• Normal courtesy in dealing with others is required.
• Work involves minimal contacts, usually within the organization.
• Communications typically involve routine, non-sensitive issues.

COMPETENCIES

• Decision Making - Makes sound decisions in a timely manner using critical thinking, problem solving, insights, and experience. Demonstrates sound judgment that proves to be accurate and correct over time.
• Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.
• Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.
• Integrity and Trust - Is widely trusted; is seen as a direct, truthful individual; has credibility within their areas of expertise; keeps confidences; doesn’t misrepresent themselves for personal gain.
• Self-Motivated - Demonstrates initiative to address challenges, accomplish tasks, and seize opportunities, even when challenged. Demonstrates appropriate urgency and positive attitude while doing so.
• Teamwork - Effective team player who adds complementary skills and contributes valuable ideas, opinions, and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team.

ADA REQUIREMENTS

Physical Requirements

• Able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
• Must be capable of climbing / descending stairs in an emergency situation.
• Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
• Must be able to work extended hours or travel off site whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.

Working Conditions

• Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

• Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
• Must be able to read and carry out various written instructions and follow oral instructions.
• Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising highest level of discretion on both internal and external confidential matters.

ACKNOWLEDGEMENT

Nothing in the position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time. Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law.