Accounting Manager

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 13th year in a row (2014-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:

• Full-time employees receive 100% paid health, dental & vision insurance
• Earn incentives up to 15%, depending on position
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Tuition reimbursement
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts
  
  

Be part of our award-winning team!

Position Summary

The Accounting Manager is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Accounting Manager will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union’s strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability and community prosperity.

Enhances the quality of life for Credit Union members/team members by meeting or exceeding their service expectations. Responsible for planning, organizing, and directing all accounting and financial reporting functions. Responsible for safeguarding Credit Union assets and fiscal record keeping. Responsible for the preparation of reports for Senior Management, the board of directors, external users, auditors, and government agencies. Monitors department policies and procedures and recommends improvements. Ensures that accounting activities are in accordance with generally accepted accounting principles (GAAP), legal, regulatory, and Credit Union procedures. Ensures that the Accounting Department supports the overall goals of the Credit Union and financial services are delivered professionally and efficiently.

Essential Functions & Responsibilities

• Effective Management and Implementation of Accounting Operations – Manage and oversee the daily operations of the Accounting department. Plans, directs, and coordinates all functions of accounting. Directing, coordinating, and maintaining an efficient and effective department to represent the proper financial position of the credit union while ensuring financial records are in accordance with generally accepted accounting principles (GAAP), state and federal laws, and other government regulations. Develops and implements operational plans, policies and procedures for the department that furthers credit union objectives and short and long-term goals. Prepares various credit union metrics, budgets, financial statements, investment activity, and regulatory reports in a timely and accurate manner.
• Leading Talent - Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operational needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles.
• Effective Communication and Collaboration - Builds collaborative working relationships with management and direct reports to lead the accounting operations. Instructs personnel regularly regarding policy, procedure, program, and system modifications or changes.
• Project Management – Responsible for active and effective participation on corporate project initiatives related to the accounting area.
• Other - Performs other duties as assigned.
  
  

Qualifications & Requirements

EDUCATION:

Accounting Bachelor’s degree obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience.

EXPERIENCE:

A minimum of 5 - 8 years of previous leadership experience in a financial institution setting preferred or equivalent leadership experience. Understanding of GAAP and the NCUA Call Report preparation. Strong knowledge of accounting systems.

Skills & Competencies

• Effective professional business relations with members and external trade contacts.
• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust.
• Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills.
• Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness.
• Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.