Technical Accountant

Patelco Credit Union; Dublin (CA); On-site; USD 103,528 - 126,535; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Tuition reimbursement

Paid time off

Paid holidays

Wellness program

Job summary

Patelco Credit Union seeks a Technical Accountant to drive accounting policy, internal controls, and GAAP-compliant financial reporting. This role emphasizes supporting new initiatives, documenting policies, and maintaining COSO-aligned controls across the organization.

The candidate will interact with auditors and regulatory examiners as part of ongoing governance.

Qualifications

• Bachelor’s degree in accounting or equivalent required. CPA preferred.
• Strong knowledge of GAAP and financial reporting under US GAAP is essential.
• Experience researching ASC topics and issuing technical accounting memos.

Responsibilities

• Provide guidance on GAAP for Patelco and ensure financials comply with US GAAP.
• Support technical accounting for new initiatives and product changes.
• Update accounting policies regularly and prepare memos on pronouncements.
• Document procedures, risks, controls, and COSO-aligned internal controls.

Skills

GAAP knowledge

Technical accounting

COSO framework

Financial reporting

Research accounting standards

Education

Bachelor’s degree in accounting

CPA preferred

Job description

About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life, meeting them with products and services to help them plan purposefully for their futures and to secure a lifelong partnership as their trusted financial advocate. We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive.

Overview

Patelco accounting group is seeking a technical accountant for accounting policy and internal controls to further review, develop, enhance, and document the accounting policies and procedures for the company, along with being a subject matter technical expert in terms of accounting for new initiatives and products. Responsibilities also include supporting the design and implementation of an internal controls program under the COSO framework, along with appropriate documentation and enhancements of controls, processes, and procedures in support of the growth of the company.

Responsibilities

• Provide guidance for technical accounting applicable to Patelco and ensure accounting and financials are in accordance with GAAP
• Support technical accounting needs for new initiatives or changes to understand the products fully to conclude on the accounting requirements
• Ensure that the company’s accounting policies are updated on a regular basis
• Ensure appropriate technical accounting memos are in place and updated for technical accounting pronouncements applicable to Patelco
• Document procedures, processes, risks, and controls / internal control structure
• Support the design and implementation of an internal controls program under the COSO framework
• Support governance and oversight of the internal controls program
• Prepare and monitor end-to-end process documentation and workflows, with key controls identified
• Asc knowledge including ASC 326 CECL, ASC 842 Leases, ASC 310 Loans and Nonrefundable Fees, ASC 860 MortgageServicing Rights, ASC 606 Revenue from Contracts with Customers, ASC 715 Compensation, ASC 815 Derivatives and Hedging, ASC 320/321 Investments, loan participations, and financial statement preparation under GAAP
• Interact with external auditors and regulatory examiners and assist in coordinating requests
• Support projects and workstreams for Accounting when needed
• Provide status updates to project team and provide direction to the accounting group for deliverables needed
• Collaborate with others across the credit union to help educate them on accounting procedures
• Assist with implementations and other strategic initiatives for the accounting group
• Be a key stakeholder for accounting among other business partner groups, and provide technical accounting conclusions and controls recommendations to business partner groups
• Build strong working relationships with other business partners throughout the organization
• Perform ad‑hoc projects as requested

Qualifications

• Bachelor’s degree in accounting; CPA preferred
• 4 years of accounting experience; public accounting or audit and financial institution experience preferred
• Knowledge of financial statement classification
• Ability to research accounting standards codification and develop conclusions
• Prepare or oversee financial statements and footnote preparation under US GAAP

Target Base Pay

$115,032 /yearly

Compensation At Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Onsite fitness center at HQ and rewards for completing wellness‑related activities

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part‑time and full‑time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans