Sr. Accountant

Senior AccountantLocation: Oakland, CA – Credit UnionAbout UsA member-focused credit union serving Oakland and the broader Bay Area community. We pride ourselves on financial integrity, regulatory compliance, and responsive service to our members.Position SummaryThe Senior Accountant plays a critical role in our Finance & Accounting team, managing month-end close, general ledger maintenance, regulatory reporting, and internal controls for a growing credit union. This role reports to the Accounting Manager or AVP, Finance & Accounting, and collaborates across departments.Key ResponsibilitiesLead the monthly, quarterly, and year-end close process: prepare journal entries, post adjustments, and analyze P&L and balance sheet variances under GAAPManage general ledger and bank reconciliations, investigating and resolving discrepancies in a timely mannerPrepare and analyze financial statements and management reports, offering variance analysis andHandle planning, forecasting and variance analysis for various functional areas.Support internal and external audits, exams, and testing; respond to audit inquiries with appropriate documentation and schedulesDocument, maintain, and improve accounting policies, procedures, and internal controls, advising on risk reduction and process efficiencyProvide mentorship and guidance to junior accounting staff, cross-train where applicable, and coordinate tasks to support continuityParticipate in special projects and cross-functional initiatives, such as process automation, systems integration, or profitability modelingQualificationsBachelor's degree in Accounting, Finance, or related field (CPA preferred).5–8+ years of progressive accounting experience, ideally within a credit union, bank, or similar financial institutionDeep knowledge of GAAP and credit union-specific accounting practices and regulatory requirements (e.g. ALLL, NCUA reporting, OFAC/BSA/AML)Advanced skills in Microsoft Excel (pivot tables, VLOOKUP, macros) and comfort with accounting software.Experience with accounting and forecasting systemsExcellent analytical abilities, strong attention to detail, and the ability to manage multiple deadlines.Outstanding communication and interpersonal skills; ability to collaborate effectively across teamsPreferred Skills & AttributesCPA credential or actively working toward certification.Experience with audit preparation, exam coordination, and regulator interaction.Ability to lead process improvement initiatives —identifying inefficiencies and implementing streamlined workflows.Cross-functional mindset: flexible, adaptable, and member-service oriented.What We OfferCompetitive salary range (~$90K–$120K depending on experience and certifications).Health, dental, vision benefits; retirement plan with employer match.Generous paid time off and holidaysOpportunities for professional development and internal growth.Supportive, team-oriented culture focused on community and member service. Finance Solutions