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Chief Financial Officer Assistant
4 months ago
Job Type:
Full Time
Location:
Main Branch, Warren, MI
Schedule:
Monday to Friday
(May have to work a few weekends to meet deadlines)
Willingness to Travel:
%50 (Preferred)
Benefits
? 401k 4% Match
? Health Insurance
? Dental Insurance
? Vision Insurance
? Life Insurance
? Paid time off
? COLA
Job Description
At ABD Federal Credit Union, the CFO Assistant will strongly support the Chief Financial
Officer. The Assistant to the Chief Financial Officer is responsible for helping the CFO
maintain corporate accounting records in accordance with company policies, procedures and NCUA.
Essential Duties & Responsibilities
? Assist with CFO on all aspects of financial management, including budgeting,
forecasting and financial reporting.
? Help provide strategic guidance and analysis to leadership and the board of
directors on financial matters.
? Lead accounting on operations, ensuring accuracy, efficiency, and compliance with
regulatory requirements.
? Monitor industry trends, regulatory changes, and economic developments to
anticipate challenges and opportunities.
? Assist CFO with preparation of comprehensive and accurate financial reports,
maintain meticulous records of the credit unions financial and accounting
transactions.
? Coordinate month-end closing procedures to ensure accurate and timely financial
reporting.
? Assist CFO with implementation and maintenance of internal controls and
reconciling processes for safekeeping, control and accounting of assets and
securities.
? Serve as key member of the executive team, contributing to the overall financial
strategy and growth of the credit union.
Job Tasks
? Assistant with the preparation of financial statements and reports
? Helping with budgeting and forecasting
? Managing daily accounting tasks and reconciliations
? Supporting the CFO in financial analysis and planning
? Ensuring compliance with financial regulations and standards
? Assisting in the development and implementation of financial policies and
procedures
? Collaborating with other departments to support overall financial objectives and
goals of the credit union.
Qualifications
? Bachelor?s degree in accounting
? 3 or more years of experience
? Broad Familiarity with Credit Union Accounting
? Experience with Board Reporting, Regulatory Reports, and NCUA Accounting
Regulations
? Ability to Analyze General Ledger accounts and prepare Reconciliations
? Good Communication Skills with Staff & Members
? Ability to work with Board and Management to Compile Financial Strategies and Ability
to Prepare Reports Detailing those Strategies
? Knowledge of Microsoft Office applications (Excel, Word)
? Familiarity with Common Credit Union Regulations Other Departments Frequently
Work with and Ability to Offer Guidance in these Area.
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