Accounting Specialist
Credit Union West
Top Company To Work For In Arizona
Credit Union West has been named a 'Top Company to Work for in Arizona' for the 14th year in a row (2014-2026)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
- Full-time employees receive 100% paid health, dental & vision insurance
- Earn incentives up to 10%
- 401K plan with employer matching funds up to 5%
- Profit Sharing
- Tuition reimbursement
- Gym membership reimbursement
- Paid time off for holidays, vacation, and sick days
- Credit Union West membership and discounts
Be part of our award-winning team!
Position Summary
Enhances the quality of life for our members/team members by meeting or exceeding their service expectations, supporting the mission of the Credit Union, and demonstrating a high degree of professionalism. Responsible for posting entries, analyzing, and reconciling detailed general ledger accounts as assigned. Researches and resolves any errors, outages, or discrepancies and communicates with other staff on Accounting related issues. Completes all accounting functions in accordance with generally accepted accounting principles and credit union policies and procedures.
Essential Functions & Responsibilities
• Accounting Operations - Maintains a high level of knowledge and understanding of accounting operations. Supports the accounting operations tasks including, but not limited to general ledgers, subledger accounts, fixed assets, prepaid expenses, branch and ATM cash orders, accounts payable, accounts receivables, internal accounts, operational settlements, accruals, deferrals, tenant lease payments, investments, and cash position. Identify errors or discrepancies promptly and resolved or address with management. Responsible for keeping current on regulatory changes and follows generally accepted accounting principles. Ensure necessary policies and procedures are up to date. Ensure department processes are in compliance with applicable operating guidelines and government regulations.
• Managerial Support – Routinely assists the management team to perform research, interpret accounting policies and procedures, completes special projects, miscellaneous assignments, prepares reports, suggests, and implements process improvements by communicating concerns and ideas for maximizing efficiency in accounting related processes, and assists in the month end closing procedure by providing timely and accurate reporting of entries.
• Other - Performs other duties as assigned.
Qualifications & Requirements
EDUCATION:
Accounting Bachelor's degree obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience.
EXPERIENCE:
A minimum of 1-3 years of accounting experience in a financial institution required. General understanding of Accounts receivable, accounts payable and general accepted accounting principles.
SKILLS & COMPETENCIES
• Effective professional business relations with members and external trade contacts.
• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization's Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
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