Senior Financial Accountant

Join Heritage Financial Credit Union as Senior Financial Accountant

Do you thrive on turning financial data into meaningful insights and helping organizations make informed decisions?

Are you excited by the opportunity to lead financial reporting, strengthen accounting processes, and ensure accuracy across the organization?

Ready to use your accounting expertise to support business partners, improve internal controls, and help shape the financial health of a growing Credit Union?

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.

Here's a little about us: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 AcknowledgeService: Deliver As One Team; Stay A Step Ahead; Guide With Product ExpertiseIntegrity: Do What's Right; Speak the Truth; Own Our ActionsPeople: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community
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POSITION PURPOSEResponsible for preparation of the Credit Union’s financial statements (including income statement and balance sheet) and regulatory reporting functions (including NCUA 5300 Call Reports). Conduct financial research, variance analysis, and recommends actions. Perform daily, weekly and month-end processes, such as journal entries and account reconciliations. Ensure that reports, accounts, systems, policies and practices adhere to generally accepted accounting principles (GAAP) and are in legal and regulatory compliance.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1. 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.
2. Operate in a reviewer capacity, overseeing GL postings and GL reconciliations.
3. 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.
4. Assist the Controller with internal and external audit document preparation.
5. Prepare NCUA Call Report (5300).
6. Assist with implementing audit recommendations and strengthening internal controls.
7. Identify opportunities to streamline accounting processes and improve operational efficiency.
8. Document accounting procedures and workflows.
9. Train and mentor junior accounting staff through careful review of work and leading by example
10. Attend meetings as required and participate on assigned committees.
11. Prepare GL reconciliations and journal entries with attention to detail, completeness and accuracy.
12. Assist with annual budgeting and monthly budget variance processes.
13. Provide business units with financial analytic support for budget to actual reporting, variance analysis, KPIs, project budget and strategic initiative tracking.
14. Complete and present required financial reports, records, projections, and recommendations.
15. Work with accounting staff on high transaction volume GL accounts, researching and resolving differences with accounting team and department management partners.
16. Complete ad Hoc Accounting projects as needed.
17. Perform additional duties as assigned.