- Responsible for all accounting operations, finance and investment accounting functions
- Directly compiles consolidated financial statements
- Oversees CUSO reporting, budgets, and financial planning and analytics
- Partner closely with the investment and treasury teams to support policy compliance and funds management functions
- Maintain accurate, GAAP-compliant reporting of all financial data to the board, management, regulatory agencies, member-owners and the public
- Supervise and review accounting reconciliations to ensure accurate records of the organization’s finance function within established deadlines
- Ensure all financial accounting procedures and internal controls are in place and regularly reviewed
- Manage preparation and coordination for financial internal audits, CPA audits, and NCCUD/NCUA examinations
- Assist the CFO and management team with analyzing financial information and forecasting future financial conditions and performance
- Direct the preparation of the annual operating budget in collaboration with the Controller of Accounting Operations
Requirements
- Bachelor’s degree (BS) in accounting, finance, or related field (Masters' a plus)
- four-to-ten years of progressively responsible experience in accounting and finance-based functions
- Active Certified Public Accountant (CPA) license required
- Advance knowledge of financial and accounting software, word processing software, spreadsheet software, asset/liability software, database software, internet and other accounting software
- Prolog GL (FiServ) Experience
- Financial Institution Experience
- Understanding of Investment Accounting, and GAAP Audit and/or Financial Statement Preparation Experience
- Detail Oriented
- Team-Driven
- Analytical
- Familiarity with Tableau or Data Visualization Software a plus
Core Competencies
Demonstrates expertise in accounting operations, financial reporting, and compliance with GAAP standards. Proficient in financial analysis, budgeting, and managing audits while ensuring accurate financial data management.
Highest-signal resume keywords
- Certified Public Accountant (CPA)
- Financial Statement Preparation
- GAAP Compliance
- Prolog GL (FiServ) Experience
- Financial Institution Experience
ATS Optimization Keywords
Hard Skills
- Accounting Operations
- Financial Reporting
- Budget Preparation
- Financial Analysis
- Investment Accounting
- Internal Controls
- Audit Management
- Data Analysis
- Forecasting
- Financial Planning
Soft Skills
- Detail Oriented
- Team-Driven
- Analytical
Certifications & Qualifications
- Certified Public Accountant (CPA)
Industry Keywords
- GAAP
- CUSO Reporting
- NCCUD Examination
- NCUA Examination
- Financial Compliance
Tools & Technologies
- Financial Software
- Spreadsheet Software
- Database Software
- Tableau
- Data Visualization Software