Senior Financial Accountant: GAAP & NCUA Reporting

Heritage Financial Credit Union; South Carolina; On-site; USD 85,000 - 95,000; Full time

Job summary

Heritage Financial Credit Union is seeking a Senior Financial Accountant to lead the preparation of financial statements and regulatory reports, including the 5300 Call Report. You will oversee the general ledger, drive close processes, and strengthen internal controls while partnering with business units to deliver meaningful financial insights.

The role emphasizes audit support, budgeting, and mentorship of junior staff in a collaborative, member‑owned financial institution environment.

Qualifications

• Experience in general ledger posting and financial statement preparation.
• Strong understanding of GAAP and regulatory reporting requirements.
• Ability to analyze variances and provide actionable insights.

Responsibilities

• Prepare financial statements and regulatory reports, ensuring GAAP compliance.
• Oversee GL postings, reconciliations, and period-end close activities.
• Support audits, budgeting processes, and internal controls enhancements.
• Provide financial analysis to business units and partners across the Credit Union.

Skills

GL postings

Regulatory reporting

Reconciliations

Analytical skills

Budgeting support

Education

Bachelor's degree in Accounting or Finance

4-year college degree

Tools

Excel

Word

Job description

Heritage Financial Credit Union is seeking a Senior Financial Accountant to lead the preparation of financial statements and regulatory reports, including the 5300 Call Report. You will oversee the general ledger, drive close processes, and strengthen internal controls while partnering with business units to deliver meaningful financial insights.

The role emphasizes audit support, budgeting, and mentorship of junior staff in a collaborative, member‑owned financial institution environment.