What are the responsibilities and job description for the Billing Assistant position at Canopy Credit Union?

Canopy Credit Union is looking for a purpose driven individual to join our creative community as an Accounting Manager.

This position will be headquartered at our Downtown Branch / Headquarters, and will report directly to the VP of Finance.

If you are someone who is passionate about growing a happier and healthier community through financial inclusion, we encourage you to apply today!

About Canopy Credit Union :

Canopy Credit Union is a Community Development Financial Institution (CDFI). We aim to help people in our community who have less than perfect credit. A person's credit score does not define them. Canopy believes that your story matters. The Canopy mission is to guide everyone towards solutions that lead to financial wellness.

Canopy was recently named the 30th Best Credit Union to Work in the Nation for by American Banker!

Canopy Core Values :

We embrace what makes us different : We honor everyone's' journey and welcome new ideas. We're a place where your story matters
Becoming is better than being : Growth happens when we try new things and don't allow the fear of failure to hold us back
Curiosity welcomed : We don't ask can we? rather, how can we?
Canopy serves : We believe that our level of success is directly proportional to how many lives we touch
Fun is who we are : We are a fun, playful, and hardworking family committed to the growth of each other, our members and our community

Some of the perks you will enjoy by being a member of our Creative Community Culture :

Options for full individual medical, dental, and vision insurance coverage at NO cost to the employee

401k match up to 7%

Career Development : certifications, webinars, in house training's, job shadowing these are all options we offer to support you in your career path

40 hours of paid volunteer time each year

Tuition reimbursement

Opportunity to work with some of the leading technology in the financial services industry

Office putt putt competitions, potlucks, meme sharing, mini basketball hoop challenges, BINGO, and more!

Canopy Credit Union is committed to building a diverse and inclusive community. We actively seek opportunities to recruit and hire qualified candidates with varying backgrounds including race, religion, sexual orientation, age, national origin, ancestry, citizenship, disability, and veteran status.

At Canopy Credit Union, we strive to be an agent for change. We believe in the financial empowerment of our community, and we will continue serving you in the compassionate and kind manner you deserve.

Canopy Credit Union is an Equal Housing Lender and an Equal Opportunity Employer.

Experience

Financial accounting experience and understanding of GAAP required. Banking or credit union experience preferred.

Education / Certifications / Licenses

Bachelor's Degree in Accounting / Finance. CPA preferred.

Role :

Manages accounting functions and preparation of reports reflecting earnings and other financial results. Manages accounting staff, month-end close process, and monthly account reconciliations. Responsible for ensuring financial reporting accuracy. Partners with VP of Finance on board reporting and schedules

Responsibilities :

Accurately produces all monthly and quarterly reports on a timely basis.

Manages the monthly close process. Prepares the monthly income statements, balance sheets, budget variance and ratio reports. Ensures that required monthly & quarterly reports are accurate and timely. This includes the Call Report and FHLB reporting.

Manages direct reports to maximize productivity and efficiency. This includes : hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, disciplining as necessary, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraises performance and provides recommendations for staff compensation, promotion, and termination, as appropriate.

Manages the account reconciliation process. Ensures that all balance sheet accounts are reconciled and reviewed at least quarterly.

Prepares the monthly interest margin report, ratio reports, income statements, balance sheets and monthly budget variance reports.

Responsible for maintaining fixed asset records and depreciation schedules for the parent company and subsidiary banks.

Prepares special financial schedules and performs other related duties or projects as assigned.

Prepares the annual report and 10K. Assists in the annual budget process. Prepares the collateral reports for the Federal Home Loan Bank.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Other duties as assigned by the VP of Finance.

Compensation details : 71000-84000 Yearly Salary

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