Senior Project & Fixed Asset Accountant

Wellby Financial; Webster (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Wellby Financial is hiring a Senior Project Accountant to lead accounting for enterprise projects, system implementations, and fixed asset initiatives. You will coordinate testing, capitalization, depreciation, and financial reporting for capital projects while partnering with business and technology stakeholders to ensure internal controls and GAAP compliance.

You will also drive process improvements, develop documentation, and support month-end close activities related to project accounting

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.
• Minimum of five (5) years of progressive accounting experience, including financial reporting, month-end close, account reconciliations, fixed asset accounting, and internal controls.
• Experience supporting capital projects, system implementations, process improvements, or other cross-functional initiatives impacting accounting operations and financial reporting required.
• Experience working with accounting systems, ERP platforms, financial applications, system upgrades, or conversions required.
• Advanced proficiency in Microsoft Excel and Microsoft Office applications required.
• Credit union, banking, or other financial institution experience preferred.
• Certified Public Accountant (CPA), Certified Management Accountant (CMA), or project management certification preferred.
• Bondable

Responsibilities

• Serve as the Accounting Department’s primary representative and subject matter expert for enterprise projects, system implementations, process improvement initiatives, and organizational growth activities.
• Partner with business leaders, project teams, and technology stakeholders to identify accounting requirements, internal control considerations, and financial reporting impacts related to projects and strategic initiatives.
• Attend and participate in project meetings, providing accounting guidance, recommendations, and support regarding financial reporting, fixed assets, and accounting processes.
• Coordinate and perform accounting and financial reporting activities related to capital projects, facility improvements, branch expansions, and other growth initiatives, ensuring GAAP and regulatory compliance.
• Monitor and analyze project-related expenditures and capital investments to ensure proper capitalization, depreciation, and timely recording of project costs.

Skills

GAAP knowledge

Excel proficiency

Cross-functional collaboration

Financial reporting

Internal controls

Capital projects

Symitar Jack Henry

Education

Bachelor's degree in Accounting

CPA CMA preferred

Tools

Symitar/Jack Henry

Microsoft Excel

Job description

Wellby Financial is hiring a Senior Project Accountant to lead accounting for enterprise projects, system implementations, and fixed asset initiatives. You will coordinate testing, capitalization, depreciation, and financial reporting for capital projects while partnering with business and technology stakeholders to ensure internal controls and GAAP compliance.

You will also drive process improvements, develop documentation, and support month-end close activities related to project accounting