Job description

This position can sit in any WCCU office with adequate space or can work a hybrid schedule (three days in-office, two days remote). In order to be considered for this position, youMUST apply on Paylocity at the following link: https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union.

The Senior Accountant will serve as a lead position for the accounting department and will be relied on to provide accounting direction to other staff. This position addresses tight deadlines and a multitude of accounting activities.

Principal Duties and Responsibilities:

• The Senior Accountant is responsible for loan and investment accounting operations to include the efficient and accurate recording of loan originations and borrower activity, loan securitizations in the secondary market, gains/losses on loan sales, interest accruals, mortgage servicing rights, deferred servicing release premiums, investment purchases, sales and maturities, monthly mark to market of the investment portfolio, and monthly amortization of deferred origination costs associated with mortgage originations.
• Assist staff with the research and resolution of issues impacting loan and investment accounting records as well as reviewing monthly account reconciliations and financial reports prepared by staff for internal and external users.Assist staff in analyzing and improving job processes.
• Assists with financial and variance analyses and budget preparation.
• Assist with annual audit and regulatory examination by gathering requesting items, preparing schedules, and assisting with questions and requests during the engagement.
• Assist with completing reports for the quarterly NCUA 5300 (call) report.
• Cross-trained to perform duties of the Finance positions; provides back-up coverage, as needed.
• Maintain Prepaid accounts and Fixed Asset module and corresponding entries.
• Develop procedures and reports for the management of daily cash position between external DDA’s, monitors daily administration on a dotted-line basis, and assists in the training and development of accounting staff executing daily functions.
• Maintain knowledge of finance and accounting functions in the credit union, provide support to all areas of the credit union.
• Ensure that accounting procedures are consistent with the overall credit union's strategic board policy.
• Accounting activities must be carried out in accordance with Generally Accepted Accounting Principles. Individual must be flexible and able to perform multiple tasks with minimal supervision. Position will perform other duties as assigned by the Controller.
• Continually review methodologies and processes to improve and enhance results within the accounting department. Lead projects to implement improvement plans.
• Ensures that the daily transfer of data from the core system to the accounting system is completed and in balance. Partner with the finance team to ensure best practices are utilized to gain efficiencies and improve productivity through the integration of the accounting software into daily operational tasks.
• This includes integrating the general ledger with our reporting software, developing and maintaining monthly reports, and balancing and distributing the Department/Branch financials
• Prepare appropriate general ledger entries, balance general ledger accounts, and follow up on outstanding items when necessary.
• Assists Controller to maintain an adequate liquidity position to meet the daily operational needs of the credit union and to maximize its investment opportunities.
• Assist the Controller with Troubled Debt Restructuring calculations, and ALLL (Allowance for Loan and Lease Loss) reporting.
• Prepares depreciation schedules and catalogs furniture, fixtures, and equipment.
• This position is responsible for providing technical staff support during staff vacations and shortages, and coordinates the composition and maintenance of all department procedures.
• Remain abreast on all accounting software features and functionality.
• Assist the Controller with maintaining general ledger chart of accounts to include adding, deleting, or revising existing general ledger accounts as deemed appropriate.
• Perform senior level accounting functions.
• Maintain vendor information and any related tax information.

Other Duties and Responsibilities:

• Excellent communications skills and proven effectiveness when working with members and staff. Also work in a courteous, respectful, and efficient manner. Ability to remain calm and tactful when addressing sensitive situations with employees and members
• Skillful listening, comprehension, and speaking ability to quickly decipher the needs of others and relate the pertinent information requested.
• Proficient operation of a variety of general office equipment such as PC, software applications, copier, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.
• Ability to present ideas, report facts and other information clearly and concisely.
• Comprehend consequences of various situations and refer them to the appropriate staff for resolution.
• Always work cooperatively with others.
• Manage personal workflow, incoming calls, process transactions correctly and meet deadlines by being organized, detailed and task-oriented.
• Ability to meet attendance standards and work overtime or early hours as requested and approved.
• Ability to understand and follow safety/security practices.

Work Relationships and Scope:

Report directly to the Controller. Will have regular contact with members and employees of the accounting department and back office staff. Will also work with staff members from various other departments of the Credit Union as well as credit union members.

Performance Dimensions:

• Maintains member and employee confidence and protects operations by keeping information confidential and sharing on a business-related as-needed basis only.
• Provides friendly, professional, timely and accurate service and support to all members, employees, and volunteers.
• Engages in problem resolution by clarifying the member’s and/or employee’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution; and keeping the supervisor informed of problems and solutions.
• Complies with WCCU policies and procedures by enforcing and adhering to internal WCCU procedures and board-established policies.
• Complies with federal, state, and local regulations and legal requirements by enforcing and adhering to requirements.
• Maintains professional and technical knowledge by attending staff meetings; identifying opportunities to attend seminars that enhance skills and maintain knowledge of new products that could assist in improving operational effectiveness.
• Contributes to a team effort by accomplishing corporate and individual goals and other related results as needed.

Knowledge, Skills and Abilities Required:

Education/Experience Requirements:

• 5+ years of hands-on experience with GL, financial analysis, A/P, and general accounting.
• BS in Accounting; or equivalent combination of education and experience
• Outstanding analytical and problem-solving skills.
• Ability to be both tactical and strategic.
• Strong technology know-how.
• Good communication skills
• Experience in a bank or credit union is a significant plus.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift

Work Location: Hybrid remote in Westby, WI 54667

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