Outreach Coordinator

Bienvivir All Inclusive Health; West Lafayette (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Purdue Federal Credit Union is seeking an Accountant to maintain the general ledger and perform monthly close activities. You will prepare journal entries, reconcile accounts, and ensure GAAP and NCUA compliance. This role supports budgeting, audits, and process improvements within the finance team.

The position requires a Bachelor's degree in business, accounting, or finance and at least 1 year of accounting experience. Strong Excel skills and independence are essential for success.

Qualifications

• Bachelor's degree in business, accounting or finance.
• 1 year of professional accounting experience or internship preferred.
• Prior experience in financial services preferred.
• Knowledge of accounting principles and regulations.
• Proficient with Microsoft Excel.
• Ability to work independently and communicate professionally.

Responsibilities

• Maintain the general ledger through monthly cycles.
• Prepare journal entries and reconciliations.
• Assist with budgeting, audits and process improvements.
• Ensure compliance with US GAAP and NCUA requirements.
• Support regulatory reporting and close activities.
• Provide system support for Prologue, Certify, Frontier.

Skills

Self-starter

Excel proficiency

Written & verbal communication

Independent work

Education

Bachelor’s Degree in Business, Accounting or Finance

Tools

Prologue

Certify

Frontier

Job description

Pos ition Summary:

The Accountant is responsible for maintaining the general ledger throughout the monthly cycle. They perform critical accounting functions under general supervision, including journal entries, and reconciliations, ensuring adherence to industry standards and the integrity of all financial information. Key responsibilities include ensuring compliance with US Generally Accepted Accounting Principles (GAAP) and National Credit Union Administration (NCUA) requirements, evaluating emerging GAAP and regulatory changes, and recommending updates to maintain compliance and accuracy. The Accountant assists with annual budgeting, audits, and process improvement initiatives.

Employees are expected to adhere to all rules and regulations applicable to this position, including but not limited to all policies and procedures pertaining to the Bank Secrecy Act.

Duties and Responsibilities (Essential Functions):

• Monthly Accounting Responsibilities
  • Prepaid and Fixed Asset Management
  • Investment Accounting
  • Payroll entries
  • Miscellaneous accruals
  • Month-end close entries
  • G/L Reconciliation
• Quarterly/Annual Responsibilities
  • Regulatory reporting – 5300 Call report; FR2900
  • Property tax filing/payments
  • Federal Tax Reporting
    • 1099-Misc Reports
    • Backup Withholding Form 945
  • Indiana Department of Revenue
    • ST-108 Report
  • Financial Audit assistance
• Provide support for accounting systems including Prologue, Certify, Frontier, and others

Required Skills

• Education and Credentials
  • Bachelor’s Degree in Business, Accounting or Finance
• Experience
  • 1 year of professional accounting experience or Internship preferred
  • Prior experience in the financial services industry preferred
• Knowledge/Skills/Abilities
  • Knowledge of accounting principles and regulations
  • Proficient with Microsoft Excel
  • This position requires a self-starter with the ability to work independently
  • Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts
  • Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership

Purdue Federal Credit Union is an Equal Opportunity Employer/Veterans/Disabled

Required Experience

Qualifications:

• Education and Credentials
  • Bachelor’s Degree in Business, Accounting or Finance
• Experience
  • 1 year of professional accounting experience or Internship preferred
  • Prior experience in the financial services industry preferred
  • Knowledge/Skills/Abilities
    • Knowledge of accounting principles and regulations
    • Proficient with Microsoft Excel
    • This position requires a self-starter with the ability to work independently
    • Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts
    • Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership