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Financial Operations Associate

2 months ago

Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Position Overview

American Heritage Credit Union is seeking a skilled Financial Operations Associate to join our dynamic team. This role is essential in executing standardized accounting tasks with precision and adherence to established protocols.

Key Responsibilities:

  • Execute a range of advanced administrative functions, including managing phone communications, word processing, data entry, transcription, editing, and organizing documentation.
  • Support the Controller by performing various tasks that contribute to the upkeep of the Credit Union's financial, statistical, and accounting records.
  • Handle and oversee operational settlements as designated.
  • Manage Accounts Payable processes in line with the established policies for American Heritage and its affiliates.
  • Review and process approved expense reports, ensuring accurate payment and posting to the general ledger.
  • Monitor and document fixed asset transactions in the general ledger.

Qualifications:

  • A minimum of one year of experience in accounting or a related discipline is preferred.
  • Proficiency in Microsoft Excel is essential.
  • Familiarity with fundamental accounting principles is required.
  • A Bachelor's Degree in Accounting or a related field is necessary.

We are committed to fostering your professional growth through a competitive salary that reflects your experience, along with a comprehensive benefits package that includes paid time off, health insurance, a 401(k) plan with a generous company match, and opportunities for advancement within the organization. We strive to create a supportive and environmentally conscious workplace for all employees.

To be considered for this role, please submit your resume detailing your employment history and salary expectations. Please note that background checks, including credit, criminal, employment, drug/alcohol testing, and educational verification, will be conducted on potential candidates. While all resumes will be reviewed, only those who meet our competitive criteria will be contacted for further discussions.