Job Description
Job Description
When joining USF Federal Credit Union, you can expect to work for a company that :
- Strives to be the most influential partner in our Members’ financial journey.
- Has been recognized with awards such as the Sterling Governor’s Award for Excellence and League of Southern Credit Unions & Affiliates Credit Union of the Year.
- Has a culture of engagement, growth, process improvement and community volunteerism.
- Received the Top Places to Work award for 2024 in Financial Industries.
What’s in it for you :
Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off.Medical, Dental and vision plans with FSA option. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered).100% Credit Union Paid Short-Term and Long-Term Disability and Life InsuranceEmployee Assistance ProgramUndergraduate and Graduate Tuition ReimbursementIn-depth New Employee Orientation showcasing Credit Union Values and VisionA Think Big culture dedicated to performance excellence and continual growthPosition Summary :
To support the financial management and operations of the Credit Union through maintenance of accounting records and reports; perform a wide variety of advanced accounting work under minimal supervision. Provide support to the Accounting Specialist and Accountant I & II.
Essential Functions Include :
Reconcile accounts monthly to ensure accurate reporting and ledger maintenance. Monitors Cash Position. Support the Accountants and serve as their back up as needed. Develop recommendations to optimize systems, procedures and detect inaccuracies.Assists with the month, quarter, and year-end closing process. Accrual posting, Minnesota Life & Securian, Gap & Warranty, FHLB, PSCU Invoice, Lease Crunch. Mortgage Servicing, Investment Portfolio, FSV Invoice, Negative Shares, Excess Shares Calculation, Loan Participation (Purchase, Sell and Remittance). Premium amortization.Maintains Fixed Asset and Prepaid Catalog. Creation of new ID’s, amortizations, disposals, and balancing. Fixed Asset Roll forward.Perform abandoned property functions. Escheatment of accounts and payroll cards.Assists with organizational and program budget preparation and monitoring; performing variance analyses and preparing expense account reports for department leaders. Assist to prepare financial analysis reports.Files required Tax Forms such as Tangible and Real Estate Taxes, 1099 for Vendors.Assist with Audit documentation requests : NCUA, CPA and Internal Audits.Performs other job-related duties as assigned.Reports to : Accounting Manager
Required Education and Experience :
Bachelor’s degree in Accounting and five years of related experience.Master’s degree (MSA or MBA) in Accounting, Finance or relevant field is preferred.Five to Ten (5-10) years of banking experience. Symitar-Core System experience preferred)Good knowledge of Generally Accepted Accounting Principles (GAAP)Good experience with general ledger functions and the month-end / year end close processGood experience in Banking Accounting software (Oracle-Net Suite Accounting, preferred)Additional Skills :
Proficient in spreadsheet software (Excel) and Word.Strong analytical and quantitative skills, with accuracy and attention to detail.Excellent oral and written skills.Must be experienced and knowledgeable with accounting terms and processes. Problem solver.Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.Work Environment :
Hybrid work environment
Physical Requirements :
Sitting frequently, walking occasionally, use of hands frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10lbs of force occasionally to life, carry, push, pull, or move objects.
Position Type / Expected Hours of Work :
Full-Time / 40 hours per week
Classification : Exempt
Other Duties :
Please note this job description is not a comprehensive list of activities, duties or responsibilities that are required in this position. Duties, responsibilities and activities may change at any time with or without notice.
About Us :
For 65 years, USF FCU has experienced rapid growth and is dedicated to delivering financial solutions to improve our members’ lives. Our success is thrilling, but our core values of excellence, passion, innovation, community, and collaboration mean our relationships with our members and our employees will always be our top priority! We have grown to over 73,000 members and $1.1 billion in assets, robust online and mobile banking, 9 branch locations and thousands of shared branches and fee-free ATMs nationwide.
Our vision is to be the most influential partner in each member’s financial journey.
Our mission is to deliver financial solutions to improve members’ lives.
