Accounting Officer-Hybrid

Respect. Integrity. Ethics. Compassion. Humor.
At Central Willamette Credit Union, our values aren’t slogans—they shape how we show up for each other, our members, and our community. Our purpose is simple: build local loyalty, connect to community, and make life easier for those we serve. We hire people who like solving problems, embrace change, stay curious, and can enjoy a good laugh while doing meaningful work.

What We Offer

• Vacation: 2 weeks (Year 1), 3 weeks (Year 2), 4 weeks (Year 3)
• Paid time off: 10 paid holidays 5 paid sick days annually
• Benefits: Medical, dental, and vision starting the 1st of the month after hire
• Upon completion of your 6th month of employment, you’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary.
• Incentive: Semi-annual bonus up to 5% of annual salary
• Professional growth: Training and development support

Position Purpose

The Accounting Officer partners closely with the Controller and CFO to maintain accurate financial operations, strengthen internal controls, support reporting and analysis, and contribute to a constructive, human-centered culture. This role coordinates with Operations/Branches, IT/Systems, and Compliance/Risk/Information Security to resolve issues, improve processes, and protect confidential information. The Accounting Officer also supports interactions with external auditors, examiners/regulators, and vendors/service providers through organized documentation and timely follow-up.

Essential Functions & Responsibilities
Accounting Operations, Reconciliations & Daily Controls (25%)

• Review and approve daily and monthly accounting entries; investigate discrepancies and ensure timely resolution with appropriate accountability.
• Complete and/or approve daily, weekly, and monthly GL certifications as assigned; apply strong control awareness.
• Monitor and verify completion of all departmental GL certifications.
• Ensure timely completion of Accounting Work Orders; partner with Accounting staff and cross-functional teams; communicate status and risks proactively.
• Approve outgoing wires up to established limits using sound judgment, documentation, and strict confidentiality; escalate exceptions to the Controller.

Month-End Close, Financial Reporting & Analysis (25%)

• Oversee assigned month-end close activities and required reporting in coordination with the Controller and Accounting team; maintain accuracy and timeliness consistent with GAAP.
• Provide reporting, planning, and analytical support to the Controller and CFO; communicate clearly while balancing deadlines and stakeholder needs.
• Partner with impacted departments to validate transactions, timing, and supporting documentation.

Mentoring, Training & Functional Support (Non-Supervisory) (15%)

• Provide training, mentoring, and day-to-day functional support to Accounting staff on procedures, reconciliations, documentation standards, and workflow/system questions.
• Promote consistent work practices and knowledge sharing while maintaining appropriate boundaries; model confidentiality and judgment.
• Contribute to a positive, collaborative team environment and use appropriate humor to support constructive communication.

Regulatory Reporting & Tax Support (15%)

• Assist with preparation of the Quarterly 5300 report, ensuring completeness, accuracy, and timely submission in partnership with the Controller and (as needed) Compliance/Risk.
• Support annual Form 990 filing by compiling/validating documentation, coordinating inputs, and communicating progress and timelines.

Audit/Exam Support & Issue Follow-Up (15%)

• Support external audits and examinations by compiling, organizing, and validating requested materials; coordinate with internal partners while maintaining confidentiality.
• Assist with resolution of findings by tracking deliverables, coordinating documentation, and communicating status professionally with stakeholders and (as appropriate) auditors/examiners/regulators.

Procedures, Documentation & Process Improvement (5%)

• Create, update, and maintain Accounting procedures in partnership with the Controller (including updates to CUKnow); keep documentation accurate and current.
• Identify and recommend process improvements; collaborate cross-functionally to support adoption with professionalism and empathy.
• Coordinate with vendors/service providers to resolve issues and exchange information while protecting confidential data.

Other Responsibilities

• Perform all duties in accordance with CWCU values and all compliance, regulatory, and Information Protection requirements.
• Attend training and comply with CWCU policies/procedures and applicable State and Federal regulations.
• Perform additional duties as assigned.

Qualifications

• Ability to present a professional image to management, staff, and outside contacts.
• Strong organizational skills with the ability to manage multiple priorities under deadlines.
• Strong aptitude for accurate, analytical, detail-oriented work.
• Effective written and verbal communication skills.
• Demonstrated ability to coach/mentor others in a non-supervisory capacity.

Education & Experience Requirements

• Bachelor’s degree in Accounting, Finance, or other business-related field and 5 years (or equivalent work-based experience) demonstrating understanding of GAAP, financial institution accounting procedures, and financial analysis.
• Strong computer skills and intermediate Microsoft Excel knowledge (functions, calculations, pivot tables, graphs).
• Experience with accounting software (Great Plains preferred).

Physical Requirements

• Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
• Vision (or corrected) to the normal range.
• Frequent use of hands to manipulate/grasp objects; occasional bending and lifting from floor height; frequent forward reach.
• Frequent lifting of 1–10 lbs.; occasional lifting of up to 30 lbs.

Apply today and join a team that is committed to your success and the success of our community!

Salary $68,560-$85,700