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Staff Accountant/Executive Assistant

Heritage USA Federal Credit Union
Midland, TX Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 3/22/2025

Reports to : CFO / COO and SVP HR

Position Summary : The Staff Accountant / Executive Assistant at Heritage combines financial acumen with administrative expertise. This role manages key accounting responsibilities while providing executive support and contributing to HR department initiatives. The ideal candidate is detail-oriented, adaptable, and excels at multitasking in a dynamic environment. This position is salaried.

Key Responsibilities :

  • Accounting :

Prepare and maintain financial records, including journal entries, reconciliations, and expense reports.

  • Assist with monthly, quarterly, and annual financial closing processes.
  • Support budgeting and forecasting activities.
  • Monitor accounts payable and receivable, ensuring timely and accurate processing.
  • Generate financial reports and analysis for management review.
  • Assists with audits and exams as needed.
  • Executive Assistance :
  • Provide high-level administrative support to executives, including managing calendars, scheduling meetings, and handling correspondence.

  • Organize travel arrangements and prepare itineraries.
  • Coordinate and prepare materials for presentations and meetings.
  • HR Support :
  • Assist with onboarding and offboarding processes, including document preparation and orientation scheduling.

  • Maintain employee records and ensure compliance with HR policies and procedures.
  • Support HR projects and initiatives as needed.
  • Qualifications :

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field is preferred, but relevant experience will be considered.
  • 2 years of experience in accounting, executive assistance, or a related role.
  • Credit union accounting experience is preferred.
  • Proficiency in accounting software and Microsoft Office Suite.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • A background check and drug test are required in the preemployment process.

    Salary : $50,000 - $80,000

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