Staff Accountant I & II (Glendale or San Diego)

California Credit Union; Glendale (CA); On-site; USD 34,000 - 50,000; Full time

Job summary

California Credit Union is hiring for Staff Accountant I & II in Glendale or San Diego. The role provides accounting support including general ledger activities, reconciliations, and regulatory reporting in a full‑time capacity.

The position requires a Bachelor’s degree in accounting (preferred) and 3–4+ years experience for higher level responsibilities. Proficiency in Excel and MS Office is essential, with formal knowledge of Prologue/OSI/Optima systems advantageous.

Qualifications

• Must be able to work independently with minimal supervision.
• Excellent attention to detail and strong problem‑solving abilities.
• Bachelor’s degree in accounting or a related field preferred.
• Staff Accountant I requires 3–4 years of experience; Staff Accountant II requires 4+ years.

Responsibilities

• Prepare financial statements by gathering and analyzing information from the general ledger and departments.
• Reconcile general ledger and external accounts daily and prepare necessary entries.
• Answer accounting questions by researching and interpreting data.
• Complete monthly reconciliations of general ledger accounts and participate in month‑end close.
• Oversee daily A/P review, monthly corporate card processes, and 1099‑MISC processing.
• Assist with regulatory reporting (Reg. D/FR2900) and backup withholding filings to IRS and EDD.
• Support subsidiary reporting processes and special accounting projects.

Skills

Attention to detail

Communication

Analytical thinking

Multi-tasking

Education

Bachelor’s degree in accounting

Tools

Excel

Word

Microsoft Office Suite

Prologue

OSI

Optima

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Staff Accountant I & II (Glendale or San Diego)

Accounting Full Time Clerical Corporate Glendale, Glendale, CA, US

2 days ago Requisition ID: 1393

Salary Range: $24.96 To $36.26 Hourly

General Summary:

Working closely with Accounting Leadership, provides accounting support to include General Ledger Accounting, Account Reconciliations, and Accounting and Regulatory Reporting.

Principal Accountabilities (80%):

• Assists in the preparation of financial statements by gathering and analyzing information from the general ledger system, core system and departments.
• Reconciles various general ledger and external accounts daily and prepares necessary clearing general ledger entries.
• Answers accounting and financial questions by researching and interpreting data.
• Reconciles work by analyzing, researching and verifying GL information and comparing system reports to balances.
• Completes monthly reconciliations of general ledger accounts.
• Participates in the monthly reconciliation processes.
• Assist in month-end close process.
• May assist with oversight of the daily A/P review process.
• May assist with oversight of the monthly corporate card process.
• May assist with oversight of the annual 1099-Misc process.
• Handles weekly regulatory reporting, by balancing, reviewing, analyzing, and transmitting Reg. D/FR2900 report to the Federal Reserve Bank.
• Reports backup withholding to the IRS and California EDD (Employment Development Department).
• Processes quarterly backup withholding and filing to California EDD.
• Staff Accountant II’s handle more complex areas of responsibility and demonstrate an ability to critically review and improve existing processes.
• May also help accounting leadership with special assignments, including the subsidiary financial reporting processes.

Secondary Accountabilities (20%):

• Provides backup to co-workers in the department to cover out of office situations.
• Works on special projects as assigned.
• Develops and implements accounting procedures by analyzing current procedures and recommends changes.
• Updates job knowledge by participating in educational opportunities and reading professional publications.
• Implements continuous process improvements that streamline processes and increase accuracies.
• Complies with BSA requirements as commensurate with position.

Position Requirement and Qualifications:

Abilities:

Must be able to work independently with minimal supervision. Excellent attention to detail. Strong written and verbal communication skills. Great analysis and problem-solving skills in addition to being able to multi-task several duties. Self-starter with great organizational skills. Excellent PC and computer skills to be able to operate applicable software, applications and programs, including Excel, Word and Microsoft Office Suite or equivalent. A Staff Accountant II is required to perform at a higher standard relating to all aspects of the position, including but not limited to work quality and accuracy where errors should be at a minimum based on work experience and time in position.

Knowledge, Education, Certifications, Licenses:

Intermediate knowledge of Excel spreadsheets and Microsoft Word. Working knowledge of general ledger reconciliations and research; journal entries; accounting rules, regulations, policies, procedures that is reflective of the financial services industry; and, various operating systems, including Prologue, OSI, Optima, and automated accounting systems or equivalent. Bachelor’s degree in accounting or a similar field is preferred.

Experience:

Staff Accountant I - Requires a minimum of three to four years of experience at the level of a Staff Accountant or equivalent to include education and/or certifications, to gain the necessary knowledge, skills and abilities to handle all aspects of the position. Preferred experience in the credit union or banking industry.

Staff Accountant II – Requires four-plus years of work experience as reflected above.

Working Conditions and Physical Demands:

Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide.