What are the responsibilities and job description for the Senior Accounting Specialist position at CU*Answers?
Description
Earnings Edge is looking for a Senior Accounting Services Specialist to join our growing team. In this role, you'll work directly with credit unions to provide expert accounting support, assist with new client conversions, troubleshoot complex accounting issues, and help clients succeed long after implementation. If you have a strong background in credit union back-office accounting, enjoy solving problems, and like working with clients, this is an opportunity to make a real impact while expanding your professional expertise.
This is an in-office only position that does require travel.
What You'll Do
- Lead accounting support activities for newly converted credit unions from pre-conversion through post-conversion.
- Provide ongoing back-office accounting support and consultation to client credit unions.
- Troubleshoot balancing issues and resolve complex accounting questions.
- Support: General ledger balancing, Subsidiary and investment balancing, End-of-month processing, Accrual processing, Budget preparation, 5300 Call Report reporting, Escalated accounting service tickets.
- Train internal staff and client personnel on accounting procedures and best practices.
- Develop and maintain process documentation and procedural guides.
- Collaborate with conversion teams and other CU*Answers departments to ensure successful client implementations.
- Take ownership of projects while meeting deadlines and maintaining exceptional client service.
- Travel occasionally for client conversions, consulting engagements, or remote support as needed.
What You Bring
- Bachelor's degree in Business, Accounting, Finance, or related field-or equivalent experience.
- Minimum of 3 years of banking or credit union back-office processing experience.
- Strong understanding of credit union accounting operations.
- Experience with: General ledger balancing, End-of-month accounting, Financial reporting, Troubleshooting accounting discrepancies.
- Excellent organizational and time management skills.
- Strong communication and customer service abilities.
- High level of attention to detail and accuracy.
- Proficiency with Microsoft Office (Excel, Outlook, Word, and PowerPoint).
- Ability to work independently while collaborating across multiple teams.
- Flexibility to work occasional off-hours and travel when necessary.
Why You'll Love Working With Us
You'll be part of a collaborative, mission-driven team that supports credit unions nationwide. We believe in cooperative values, continuous learning, and empowering our employees to grow their skills.
What is CU*Answers?
CU*Answers is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a full suite of integrated solutions to these credit unions that allow them to serve their members. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership!
Requirements
WORK ENVIRONMENT & PHYSICAL ACTIVITIES
CU*Answers operates in a professional office building setting. Some job assignments at CU*Answers are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. CU*Answers is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
NOTICE
This job description is not intended to be, nor should be construed as a contract for employment. CU*Answers makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what CU*Answers has defined this position to be. CU*Answers will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify CU*Answers in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. CU*Answers, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship. CU*Answers is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. CU*Answers is an Equal Opportunity Employer.
CU*Answers maintains a strong policy of equal employment opportunities for all employees and applicants for employment. We strive to be consistent in hiring, training, promoting, and compensating employees on the basis of personal competence and potential for advancement without regard for race, color, religion, sex, national origin, age, sexual orientation, transgendered status, marital status, pregnancy, disability, citizenship, genetic information, veteran or military status, height, weight, as well as other classifications protected by applicable federal, state and local laws. Our equal employment opportunity philosophy applies to all aspects of employment with CU*Answers, including recruiting, hiring, training, assignment, transfer, promotion, job benefits, pay, demotion, dismissal, and educational assistance.