Lead Accounting Services for Credit Unions

CU*Answers; Grand Rapids (MI); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CU*Answers is seeking an Accounting Services Manager to lead the Earnings Edge Accounting Services team and oversee daily operations. You will work directly with credit union clients, support conversions, and drive improvements in accounting processes.

You will manage budgeting, financial reporting, reconciliations, and back-office needs, while coaching staff, setting goals, and delivering timely results. This hands-on leadership role requires travel and strong client communication.

Qualifications

• Bachelor's degree in business or related field.
• 2+ years of equivalent business-related experience.
• 1–2 years of experience managing, coaching, or developing employees.
• Strong knowledge of general accounting practices, financial reporting, and computerized accounting systems.
• Experience preparing and working with NCUA 5300 Call Reports is required.
• Excellent communication skills with clients and internal teams.
• Strong organizational skills to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office, particularly Excel.
• Hands-on leadership style and willingness to support your team.
• Ability and willingness to travel approximately 3–4 times per year.
• Valid driver's license with an insurable driving record.

Responsibilities

• Lead, coach, and develop the Earnings Edge Accounting Services team while overseeing daily operations.
• Manage accounting support for credit union conversions, mergers, and ongoing client services.
• Work directly with credit union clients on budgeting, NCUA 5300 Call Reports, financial reporting, investments, reconciliations, and back-office accounting needs.
• Help clients navigate accounting challenges and recommend practical solutions.
• Set team goals, manage workloads, and ensure projects are completed accurately and on time.
• Improve department processes, procedures, and training to help the team work more effectively.
• Partner with internal teams to improve accounting services, software features, and the client experience.
• Support client training, presentations, and business development opportunities.

Skills

Accounting knowledge

Leadership

Client communication

Organizational skills

Excel proficiency

Attention to detail

Mentoring

Education

Bachelor's degree in business or related field

Equivalent business-related experience

Tools

Microsoft Office

Accounting software

Job description

CU*Answers is seeking an Accounting Services Manager to lead the Earnings Edge Accounting Services team and oversee daily operations. You will work directly with credit union clients, support conversions, and drive improvements in accounting processes.

You will manage budgeting, financial reporting, reconciliations, and back-office needs, while coaching staff, setting goals, and delivering timely results. This hands-on leadership role requires travel and strong client communication.