Lead Accounting Coordinator
Job Description:
Position Summary
The Lead Accounting Coordinator will serve as a leader ensuring the accounting team is capable of exceeding expectations of WyHy Federal Credit Union and its accounting and support needs. The Lead must be detailed-oriented, organized, and able to handle multiple tasks at once. The Lead Accounting Coordinator must deliver the above expectations on all accounting and support matters in a timely and accurate manner, with the expectation of continuous improvements in all responsible areas.
Essential Functions
- Ensure compliance and processing of all electronic activity including but not limited to ACH, Drafts, Mobile Deposit, and Online banking.
- Responsible for processing and posting all settlements including but not limited to daily check, ATM/ITM, credit card, and ACH settlements.
- Responsible for Fixed Assets, Prepaids, and Accrual reports and postings.
- Responsible for balancing general ledger accounts and monthly GL reconciliations.
- Prepare various financial, regulatory, and special reports on a weekly, monthly, and quarterly basis as requested by management.
- Process accounts payable and maintain Accounts Payable database.
- Maintain a working knowledge of various accounting software programs and membership database.
- Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive, and productive working relationships through the commitment to the credit union’s core values, vision, and mission statements.
- Process credit union payroll and serve as back-up for other payroll processors.
- Process incoming and outgoing wires within departments SLA timeframe.
These are not to be construed as exclusive or all-inclusive. Additional duties may be required and assigned. This list of duties and responsibilities is subject to change without notice.
Team Lead Functions
- Lead and mentor the accounting coordinator, to include workflow, time management , daily tasks, training and coaching.
- Initiate, develop and lead projects, as assigned by Controller or CFO, that are related to the areas of responsibility.
- Assist CFO/Controller, as directed, in overseeing the overall accounting and support areas of the credit union to ensure appropriate deliveries and maintenance of all accounting systems and functions.
- Assist CFO/Controller, as directed, in ensuring maintenance of appropriate internal controls and financial procedures.
- Maintain positive energy within the department, with positive and timely customer service to internal and external customers.
QUALIFICATIONS
The requirements listed in this description are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions of the job.
Required Education and Experience
- Associate degree in accounting, finance or related field, or the equivalent combination of schooling and related experience.
- Three to five years’ experience in accounting, preferably in a financial institution.
- Working knowledge of Microsoft Excel is required.
Preferred Education and Experience
- Prior experience in a credit union or financial institution
- Two years or more experience in a Lead role.
- Prior experience reconciling general ledger accounts and reconciling out of balance situations.
- Knowledge of regulatory compliance specific to credit unions (e.g., NCUA guidelines)
Knowledge and Abilities
- Excellent verbal and written communication skills.
- Professional, well-developed interpersonal skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills.
- Proven ability to meet deadlines.
- Exceptional analytical skills and problem-solving skills with a strong attention to detail, ability to plan, prioritize, and organize work effectively and efficiently.
- Ability to work effectively in a fast-paced environment with a proven ability to multi-task.
- Excellent decision-making skills.
- Excellent member service skills.
- Advanced mathematical skills.
- Knowledge of Generally Accepted Accounting Principles (GAAP).
- Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize, and organize work effectively and efficiently.
- Must be friendly and able to represent the credit union in a professional and positive manner.
- Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
- Must be self-motivated by the desire to accomplish goals and have exceptional performance with an ability to receive constructive feedback.
Physical Requirements
- While this position is primarily sedentary, while performing the essential duties of the position the employee may be required to stand, sit, walk, stoop, kneel, talk, see and hear. The nature of this position requires physical mobility and the ability to occasionally lift and/or move a maximum of 50 pounds with assistance. This position may include prolonged periods of time working on a computer and looking at a monitor screen.
Position Requirements
- Core operating hours of 8:00 AM to 5:00 PM Monday – Friday. Travel and time spent outside normal business hours may be required.
- Requirement to be bonded. Successful background check including personal credit report and criminal record.
- Must work from Cheyenne branch.