Senior Staff Accountant

PremierOne Credit Union

$72K — $93K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of relevant accounting experience
  • Bachelor's degree or equivalent accounting certification
  • Ability to thrive in a fast-paced environment while managing multiple tasks
  • Strong communication skills with a history of successful teamwork
  • Advanced Excel proficiency
  • Experience in a credit union or community banking context preferred

Responsibilities

  • Maintain general ledger accuracy and integrity
  • Prepare journal entries and perform account reconciliations
  • Monitor, reconcile, and manage key general ledger accounts
  • Prepare monthly financial statements and management reports
  • Ensure compliance with NCUA regulations through timely filings
  • Assist in developing and reviewing Accounting Department policies
  • Conduct financial analyses to aid management decisions

Benefits

  • Comprehensive medical, dental, vision, life, and long-term disability insurance
  • 401(k) plan with employer matching contribution
  • Discounts on financial products and services for employees
  • Paid time off for birthdays, vacations, and sick days
  • Participation in a company-wide incentive plan
Full Job Description
We are now seeking a Senior Staff Accountant to work at our Corporate Office located in South San Jose. The Senior Accountant is responsible for supporting the credit union's financial reporting, general ledger accounting, account reconciliations, and month-end close processes. This role ensures the accuracy and integrity of financial records, compliance with GAAP, NCUA regulations, and internal policies, and assists with audits, budgeting, and financial analysis. This position partners with cross-functional teams to identify process improvements, maintain strong internal controls, and provide financial insights that support the credit union's strategic objectives and commitment to member service.

Qualifications:
  • Three to five years of similar or related experience
  • (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., accounting certifications in lieu of a degree).
  • Work effectively in a high-volume and fast-paced environment while managing multiple tasks simultaneously and accurately
  • Have strong communication skills and successful experience with inter-departmental teamwork.
  • Advanced proficiency in Excel.
  • Experience in a credit union or community banking preferred.

Essential Functions & Responsibilities:
  • Maintain the accuracy and integrity of the Credit Union's general ledger, accounting records, and financial reporting processes.
  • Prepare and post journal entries, perform account reconciliations, and complete month-end close activities.
  • Reconcile, monitor, and maintain key general ledger accounts; research, analyze, and resolve variances and balancing discrepancies. Monitor liquidity levels and support effective cash management activities.
  • Reconcile, monitor, and maintain investment portfolio accounting records and related accounts.
  • Prepare monthly financial statements, board reports, and other management reports.
  • Prepare and submit regulatory and tax filings, including the quarterly NCUA Call Report (Form 5300), ensuring compliance with applicable requirements.
  • Assist in the development, implementation, and review of Accounting Department policies and procedures to ensure compliance with GAAP, regulatory standards, and internal controls.
  • Provide accounting guidance and support to departments by interpreting financial transactions, reports, and accounting requirements.
  • Provide professional, knowledgeable service to members and employees and may assist with training, work direction, and coordination of accounting staff activities.
  • Provide accounting guidance and support to departments by interpreting financial transactions, reports, and accounting requirements.
  • Conduct financial analyses, accounting studies, and special projects to support management decision-making and operational improvements.

Fantastic Benefits PremierOne Credit Union reflects the value placed on employees by providing the following benefits in addition to competitive salary:
  • Medical, Dental, Vision, Life, and Long-Term Disability Insurances
  • 401(k) including employer match
  • Discounts on financial products and services, including loans
  • Paid birthday, vacation, sick
  • Company-wide Incentive Plan, plus much more!


Salary Range: $35 - $45 per hour
Apply Now for Consideration!

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