Accounting Specialist

Overview

This role involves providing essential back-office accounting support for credit union partners as part of a dedicated accounting team. The Accounting Specialist will perform daily, monthly, and quarterly accounting duties, collaborate closely with credit union clients, and offer training and support as needed.

Responsibilities

• Complete daily accounting tasks including balancing and exception processing, meeting critical client deadlines.
• Reconcile various client accounts as assigned.
• Serve as the primary point of contact for clients, delivering timely and professional communication.
• Provide feedback to accountants and management based on client interactions.
• Continuously improve job knowledge, understanding of credit union operations, and problem-solving skills.
• Accurately track time, manage detailed tasks, and update project statuses using established project management software.
• Contribute positively as a team member and complete all assigned tasks to meet team objectives.
• Perform other duties as assigned.

Service Level Expectations

Internal:

• Adhere to organizational code of conduct and core values.
• Respond to internal inquiries received by noon on the same day; respond to others by the next day, prioritizing based on urgency.
• Support internal collaboration across business lines.

External:

• Maintain professionalism and uphold the organization's code of conduct and core values in all client interactions.

Requirements

• High school diploma or equivalent.
• Prior experience in credit union or banking back-office accounting is required.
• Experience in B2B client service and support is preferred.
• Familiarity with credit union operations, regulations, and frontline roles is preferred.
• Excellent written, verbal, and non-verbal communication skills.
• Willingness to travel to client sites for training and support as needed.
• Ability to handle sensitive or confidential information with discretion.

Work Environment

Work is conducted in a professional office setting as well as remotely. Some assignments require moderate to extensive travel to client locations. Reasonable accommodations for physical or mental disabilities will be provided unless doing so causes undue hardship.

Equal Opportunity

The employer is an Equal Opportunity Employer committed to accommodating disabilities to the extent possible without impacting financial control or client service.