Accountant Lead

Sunward Federal Credit Union; Albuquerque (NM); On-site; USD 55,000 - 75,000; Full time

Job summary

Sunward Federal Credit Union is seeking an experienced accountant to support daily cash reconciliations, financial statement preparation, and month-end closings across the organization. The role involves government reporting, investment postings, accounts payable, payroll processing, and wire transfers to ensure accurate financial operations.

The ideal candidate has at least five years in accounting, strong Excel and Word skills, and a solid grasp of credit union products.

Qualifications

• Minimum five years accounting experience (preferably in a financial institution).
• Thorough knowledge of accounting/finance concepts and principles.
• Advanced proficiency in Microsoft Office applications (particularly MS Excel and Word) and accounting software; demonstrates ability to learn new software.
• Basic knowledge of Credit Union products and services, features, and benefits.

Responsibilities

• Daily and monthly cash reconcilement
• Complete government reports
• Prepare financial statements for subsidiaries (i.e. Consumer Financial Services, LLC.)
• Assist in investment of excess funds, including investment postings
• Process account payables, fixed assets and/or prepaid expenses
• Process employee payroll as well as payment and reconcilement of employee insurance, tax withholdings, 401(k) contributions, and 457B distributions
• Send and/or receive Credit Union wire transfers
• Amortize and balance monthly indirect lending activity
• Balance and reconcile daily item processing cash letter
• Process daily credit card settlement posting and perform monthly reconciliation
• Balance general ledger accounts.
• Assist in the month-end closings of SLFCU’s financial statements.
• Perform both daily and monthly activity reconciliations.
• Promote the service and sales culture by maintaining basic knowledge of products and services and referring members to the appropriate person/department.
• Perform other duties as assigned by management.

Skills

Five years accounting experience

Accounting concepts & principles

MS Excel

MS Word

Accounting software

Learn new software

Credit Union products knowledge

Education

Bachelor’s degree in accounting or finance

Tools

Microsoft Excel

Microsoft Word

Accounting software

Job description

Description

Supports the financial operations and management of the Credit Union through such accounting functions as account payables, employee payroll, daily reconcilement of change fund, item processing and other cash-related accounts.

Job Duties:

May perform any of the following:

• Daily and monthly cash reconcilement
• Complete government reports
• Prepare financial statements for subsidiaries (i.e. Consumer Financial Services, LLC.)
• Assist in investment of excess funds, including investment postings
• Process account payables, fixed assets and/or prepaid expenses
• Process employee payroll as well as payment and reconcilement of employee insurance, tax withholdings, 401(k) contributions, and 457B distributions
• Send and/or receive Credit Union wire transfers
• Amortize and balance monthly indirect lending activity
• Balance and reconcile daily item processing cash letter
• Process daily credit card settlement posting and perform monthly reconciliation
• Balance general ledger accounts.
• Assist in the month-end closings of SLFCU’s financial statements.
• Perform both daily and monthly activity reconciliations.
• Promote the service and sales culture by maintaining basic knowledge of products and services and referring members to the appropriate person/department.
• Perform other duties as assigned by management.

Requirements

Job Requirements

Experience and Knowledge:

• Minimum five years accounting experience (preferably in a financial institution).
• Thorough knowledge of accounting/finance concepts and principles.
• Advanced proficiency in the use of Microsoft Office applications (particularly MS Excel and Word) and accounting software; demonstrates ability to learn new software.
• Basic knowledge of Credit Union products and services, features, and benefits.

Education:

• Bachelor’s degree in accounting, finance, or relevant field, or equivalent number of relevant classes or work experience.

Interpersonal Skills:

• Demonstrates excellent interpersonal skills. Exhibits daily the Credit Union’s commitment to maintaining a close and caring touch with its members/employees.
• Able to gain the cooperation of others and work with internal/external contacts and all levels of staff and management appropriately.
• Consistently sets a good example and serves as a role model to others.
• Functions well in a team environment.

Communication:

• Demonstrates excellent oral and written communication skills, with the ability to explain financial or accounting concepts, policies and procedures clearly and succinctly.

Other Skills:

• Demonstrates accuracy and thoroughness, monitors own work to ensure quality, and applies feedback to improve performance.
• Exhibits exceptional analytical and problem-solving skills; identifies and resolves problems in a timely manner and gathers/analyzes information skillfully.
• Demonstrates excellent math and balancing skills.
• Flexible regarding schedule; able to work after hours and weekends as needed.