What are the responsibilities and job description for the Staff Accountant position at United Heritage Credit Union?
This position will be working at our Headquarters location in North Austin and requires availability to work during the business hours between 8:00AM-5:00PM Monday through Friday with the flexibility to adjust based on business needs.
We are looking for a Staff Accountant with general accounting experience. Under the direction of the Accounting Manager, the Staff Accountant is responsible for performing general accounting functions for United Heritage Credit Union and related entities. Responsibilities include preparing and reconciling financial records, maintaining assigned general ledger accounts, posting journal entries, and supporting accounting activities related to fixed assets, prepaid expenses, subsidiary accounting activity, cash accounts, clearing accounts, and other operational areas.
As a Staff Accountant with UHCU you'll get to:
•Perform detailed account reconciliations, transaction processing, and scheduled maintenance for assigned accounting areas to ensure completeness, accuracy, and timely financial reporting.
•Maintain and monitor subsidiary ledger activity, including transactions reported by third-party vendors and intercompany allocations.
•Track and reconcile balance sheet accounts, ensuring timely resolution of outstanding items and accurate transaction processing.
•Support accounting for company assets, prepaid expenses, and other assigned accounts, including tracking activity, recording adjustments, and maintaining supporting documentation.
•Assist with account analysis, reconciliations, and month-end close processes to ensure completeness and accuracy of financial records.
•Collaborate with internal departments and external partners to research discrepancies, gather information, and support accounting operations.
•Assist with the preparation of quarterly call report and year-end audit and regulatory audits.
•Compile daily management reports by gathering and analyzing data.
•Responsible for ensuring compliance with GAAP and interpreting regulatory guidance to maintain systems used in the operational management and analysis of financial data for UHCU.
•Assist Accounting Manager in formalizing credit union policies and procedures, implementing new procedures when necessary, and monitoring for subsequent compliance when necessary.
•Contribute to or lead cross-functional initiatives and special projects to support departmental and organizational objectives.
•Serve as primary backup for other team members in the department and perform other duties as assigned.
What you will need to succeed:
•Must be detail oriented with ability to understand, analyze, and complete reporting documents.
•Ability to work collaboratively and supportively with management to achieve business objectives. Proactively identify process improvements.
•Effectively and professionally take control of conversations and manage conflict, researching issues and finding solutions, as necessary.
•Ability to balance speed and accuracy, effectively prioritizing and executing tasks in a fast-paced environment, under sometimes tight deadlines. Possess a well-developed sense of urgency and follow through, exercising good judgement and prioritizing tasks.
•Proficient computer skills including Microsoft Word, Excel, and Outlook.
•Ability to maintain a high level of confidentiality and security with sensitive information.
•Familiarity with common financial and legal documents.
The Requirements:
•Associates degree in Accounting, Finance, Business or related field.
•Minimum 2 years of demonstrated accounting experience with responsibilities related to general accounting, complex general ledger account reconciliations and subsidiary accounting activity.
•Knowledge of accounting practices, general ledger accounts, accounting spreadsheets and a basic understanding of Generally Accepted Accounting Principles (GAAP).
•Demonstrated experience participating in year-end and regulatory audits.
•Familiarity with common financial and legal documents.
•Understanding of MS Office Suite with advanced technical and computer skills; ability to navigate quickly and accurately within various computer programs.
•Strong attention to detail and ability to multi-task. Verbal and written communication skills with the ability to work collaboratively and supportively with individuals, groups, management and other organizational units to achieve business goals and objectives.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 11 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
- Competitive Benefits Package
- 401(k) options (Pre-Tax and/or Roth)
- Generous paid time off (PTO)
- Education Reimbursement Program
- Opportunity to Advance!
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!