Accountant III

Everwise Credit Union; South Bend (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services organization in South Bend, Indiana is seeking an experienced accountant to prepare financial statements and reconcile accounts. The successful candidate will have a Bachelor's degree in accounting or business, at least 6 years of relevant experience, and the ability to lead department members. Responsibilities include preparing complex financial reports, analyzing costs, supervising staff, and ensuring compliance with reporting requirements. Clear communication and decision-making skills are critical.

Qualifications

• Bachelor's degree in accounting or equivalent practical experience.
• 6+ years of experience in the accounting field.
• Ability to lead department members.

Responsibilities

• Reconcile and review complex general ledger accounts.
• Prepare complex balance sheets and financial reports.
• Analyze costs and predict future revenues and expenses.
• Prepare financial reports ensuring accuracy and timely distribution.
• Responsible for tax reporting as assigned.
• Evaluate procedures and create efficient methods.
• Supervise and guide lower-level accountants.

Skills

Communication skills

Decision-making

Problem-solving

Computer literacy

Data entry skills

Independently work

Collaborative work

Education

Bachelor's degree in accounting or Business

6+ years of accounting experience

Job description

Job Description

Position Summary

Prepares and reviews journal entries, internal and external accounting financial statements, schedules and reports of moderate complexity in one or more specialized areas. Use computer systems to develop applications and complete work in an efficient and accurate manner. Ability to work with limited supervision to meet specified departmental and organizational deadlines. Prepare reconciliations and verify statistical and accounting reports prepared by internal departments.

Primary Responsibilities and Duties

• Reconciles and reviews complex general ledger accounts to ensure the reconciliations properly represent the outstanding items and age. Follows up in a timely manner with business units on outstanding items.
• Prepare complex balance sheets, profit and loss statements, and other financial reports.
• Analyzes current cost, revenue, financial commitments, and obligations incurred to predict future revenues and expenses for budgeting.
• Prepares TCU and CUSO financial reports ensuring accuracy and timely distribution.
• Responsible for real estate and personal property tax reporting as well as other tax reporting assigned by Management.
• Evaluates procedures and creates more effective methods for the Accounting Department or other interrelated departments while efficiently utilizing technology.
• Supervise and guide lower-level accountants as needed.
• Researches and responds to inquiries of Federal and State examiners, as well as internal and external auditors.
• Assumes additional responsibilities and projects as delegated by Management.

Knowledge/Skills

• Clear communication and human relation skills
• Decision-making and problem-solving ability
• Computer literacy (Windows environment) and data entry skills are vital in this position.
• Ability to contribute to moderately complex aspects of a project.
• Ability to work independently and collaboratively as needed.

Minimum Requirements

• Bachelor's degree in accounting, Business or equivalent practical work experience in the accounting field.
• Knowledge of financial services, electronic accounting systems and practical accounting knowledge generally acquired by 6 or more years of accounting experience.
• Ability to lead department members.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.