This position is responsible for assisting Senior Business Operating Consultants and Business Operations Consulting AVP in performing credit union business operations consulting services, including but not limited to Specialty Commercial Program Services, Data Processor Core Conversion Assistance, Accounting Manager Assistance, Accounting Streamlining Services, Reconciliations Assistance (Bank and General Ledger), Call Report Preparation, DOR and LUA Assistance with Examiner Communication, and a Broad Spectrum of Specialty Reviews based on credit union strategic management needs.
Provide onsite and remote Accounting Manager Assistance for credit unions that includes but is not limited to daily balancing and oversight of EOD, EOM, EOQ, and EOY procedures.
Perform onsite and remote financial consulting services, including but not limited to general ledger account reviews, general reconciliations assistance, bank reconciliation assistance, and call report preparations with audit/examination assistance.
Senior Business Operating Consultants and Business Operations Consulting AVP with specialty lending reviews, including in-depth Real Estate, Commercial, and Member Business Lending, to ensure underwriting is consistent with credit union policies, procedures, and state and federal regulations.
Provide onsite accounting streamlining assistance, including but not limited to reviewing the entire accounting operations, focusing on determining effective and efficient improvements to aid credit unions with smoother accounting processes.
Provide Data Processor Core Conversion Assistance, including but not limited to reviewing all conversion accounts and providing balancing assistance and core training.
Provide specialized DOR and LUA Assistance which includes but is not limited to: Review of the credit union's DOR or LUA, providing an action plan for corrective action, assistance in performing the corrective action plan tasks, providing a response for the completion of the action plan corrective response and communication with the Examiner to clear the DOR and LUA.
Perform specialty requests for business consulting services, focusing on internal controls, collections, charge-offs, lending, cash handling, cash count evaluations, and support of the accounting functions.

Requirements

Required at least a bachelor's degree in accounting, finance, or business administration or equivalent work experience to specialization in the financial industry.
High knowledge required in credit union-specific accounting practices, generally accepted accounting principles (GAAP), credit analysis, financial institution regulations and compliance, credit union operations, and financial management best practices.
3 years of credit union operations experience and at least two years of financial/internal audit experience.
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).
Skills in the use of a personal computer to prepare financial statements.
Computer skills to understand various areas of a computer system.
Must possess the ability to think independently while performing various accounting, financial, and performance analyses.

Benefits

Comprehensive Health Plans: Your well-being is important to us! Enjoy access to medical, dental, and vision insurance to keep you feeling your best.
Generous Time Off: Recharge with our unlimited vacation policy, plus paid holidays, to help you maintain a healthy work-life balance.
Retirement Savings Plan: Plan your future with our competitive retirement savings options, including employer matching to help you reach your goals faster.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accountingfinancial analysiscredit analysisgeneral ledgerreconciliationsfinancial statements preparationinternal auditdata processingaccounting streamliningmathematical skills

Soft Skills

independent thinkingcommunicationproblem-solvingorganizational skillsattention to detail

Certifications

bachelor's degree in accountingbachelor's degree in financebachelor's degree in business administration