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Accounts and Financial Services Specialist

1 month ago


Maumee, Ohio, United States Sun Federal Credit Union Full time
Job Summary

We are seeking an experienced and detail-oriented Financial Operations and Accounting Specialist to join our team at Sun Federal Credit Union.

The ideal candidate will have a strong background in accounting and financial operations, with experience in accounts payable, expense reporting, and general ledger management.

The successful candidate will be responsible for performing a variety of professional accounting duties, including maintaining accurate and timely financial records, processing invoices and expense reports, and analyzing financial data to identify trends and areas for improvement.

Key Responsibilities:

  1. Accounts Payable Management: Maintain accurate and timely accounts payable records, process invoices, and verify vendor information.
  2. Expense Reporting: Accrue and process expense reports, including corporate card payments and personal account reimbursements.
  3. General Ledger Management: Analyze and reconcile general ledger accounts, prepare financial reports, and maintain accurate financial records.
  4. Supply Ordering: Coordinate and initiate supply orders for the Credit Union Support Center.
  5. Tax Administration: Process member backup withholding, prepare annual IRS form 945 and 945a, and manage sales tax reports and payments.
  6. General Accounting Duties: Complete monthly GL reconcilements, variance reporting, and month-end financial reports, and prepare account entries and financial analysis.

Requirements:

  • Bachelor's degree in Accounting or Finance required.
  • One to three years of previous accounting experience preferred.
  • Strong knowledge of accounting concepts and procedures, including account reconciliation and financial analysis.
  • Excellent communication and organizational skills, with the ability to work under deadlines and multiple priorities.
  • Proven leadership skills, with the ability to work effectively with credit union personnel and vendors.

Benefits:

  • Tuition Reimbursement, Promote From Within Philosophy, Professional Development, Work/Life Balance, Paid Vacation and Sick time, 11 Paid Holidays, Weekends and Evenings Free, 401(k) with 6% Match, Employer-Paid Pension, Incentive Pay, EAP, Medical, Dental, Vision, Life, Long-Term Disability Insurance, Employer H.S.A. Contribution, Wellness Program and Rewards, Credit Union Membership, Financial Wellness Education