Are you looking for part time work with benefits? Are you detail oriented with a passion for numbers? Do you want a chance to work for a top workplace? If yes, Summit Credit Union has the opportunity for you. Summit is seeking a detail oriented individual to fill a part-time (20 hours a week) accounts payable opportunity. In this role you will be responsible for accurate and timely recording of expenses using various accounts payable procedures and processes. Provide services to our internal customers and vendors to facilitate great employee and vendor relationships.

Essential Functions

1. Timely processing of vendor invoices and charges.
   • Process individual invoices, vendor statements or internal check requests.
   • Determine proper expense coding; general ledger number and special coding.
   • Accurately enter data into core system to create payments or record ACH charges.
   • Vendor record maintenance in core and on internal tracking spreadsheet.
   • Utilize web sites to retrieve invoices or to make payments.
   • Gather and maintain ACH charge and ACH payment authorization forms.
2. Assist with managing a shared mailbox with other team members. The shared mailbox is the primary communication tool with vendors and internally for expense submissions, payment requests and invoice approvals.
3. Daily reconciliation of accounts payable related general ledgers by providing clearly written support and documentation for reconciling items.
4. Daily processing of employee reimbursements and Gift Card requests.
5. Monthly record expenses from Corporate Credit Card purchases.
   • Track reports received and send notices for reports not received.
   • Verify receipts and report discrepancies to your manager.
   • Create and post expense file with proper GL numbers, GL descriptions, codes and syntax.
6. Compliance
   • Obtain the required authorization for invoices, expense reports, gift card requests, check requests and for ACH debits.
   • Responsible for proper filing, retention and imaging of accounts payable records in alignment with company retention policies.
   • Prepare requested items for audits.
7. Tax Reporting
   • Obtain vendor tax information and determine if 1099 tax reporting is necessary.
   • File monthly State of Wisconsin Dept. of Revenue Sales and Use tax report. Maintain proper supporting documentation and record retention.
   • Report payroll taxable items to Human Resources.
   • Assist with year-end 1099 MISC and 1099 NEC reporting.
8. Consistently follow procedures and workflow between team members. Update procedures to reflect current practices and with sufficient detail.
9. Distribute department mail and take mail to work room.
10. Provide excellent customer service to both internal and external customers and assist with simple accounting problems.

Job Specifications

• Professional well developed interpersonal skills essential for interacting with credit union staff and vendors.
• Associates Degree in Accounting or related field, prior experience may be considered in lieu of a degree.
• One years’ experience in accounting or business related field.
• Organized, flexible, detailed, accurate, consistent and able to prioritize tasks.
• Requires the ability to follow-up on problems presented by vendors, managers of vendors, employees or manager using a customer service approach including use of investigative problem solving.
• Maintain confidentiality with regards to what services, products or other payments that are being made to who, amounts and frequency.
• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, allocations, etc.)
• Basic knowledge of Microsoft Word, Outlook and intermediate level with Excel.

Perks:

1. Great hours: Monday-Friday 10-2
2. Health Insurance
3. 401k with match
4. Vacation time
5. Birthday PTO
6. Paid volunteer time
7. And more

At Summit we cover more ground, give more back and have more fun.

Come be a part of something bigger!

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.