Description

Job Title: Accounting Clerk

Location: Worcester, MA (Onsite)

Status: Hourly, Non-Exempt

Schedule: Full-time 37.5 Hours per Week

Department: Accounting

Reports To: AVP Finance

About US:

Established in 1928 and driven by a goal to make life more comfortable for our community, Webster First Federal Credit Union has grown to an over one-billion-dollar financial institution, serving over 90,000 members across our banking and lending services. Our mission is to leverage who we are as a credit union to empower our members to live their best financial lives. We focus on members, not profits, and our values of strength, exceptional service, and “New England authenticity” are at the heart of everything we do.

We can’t do it without an exceptional workforce! With approximately 250 employees spread across 15 locations in Massachusetts, Webster First Federal Credit Union is committed to empowering a diverse and inclusive workforce that is representative of the community we serve. Our members come from all walks of life and, not unintentionally, so do our staff. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes us stronger.

Summary:

We are seeking a detail-oriented and analytical accounting professional to join our team. In this role, you will apply accounting principles to maintain accurate financial records, prepare reports, and ensure compliance with credit union accounting procedures. You will play a key role in reconciling accounts, processing transactions, and supporting financial operations, contributing to the financial health and efficiency of our organization.

Essential Duties and Responsibilities:

• Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. 
• Prepare journal entries, maintain ledgers, reconcile specific general, intercompany, and other subsidiary account ledgers.
• Compile, analyze, and report financial data from month-end financial reports working closely with the AVP Finance
• Verify and post details of business transactions such as funds received and disbursed. 
• Resolve accounting discrepancies.
• Purchase supplies through various vendors for the credit union
• Maintains proper inventory controls and disbursement on all supplies
• Responsible for entering all invoices into Accounts Payable system with proper coding and general ledger numbers
• Process wire transfers
• Scan all invoices and wire transfer forms
• Perform such other accounting, clerical, and data entry tasks as may be required by the AVP Finance
• Project a positive and professional attitude.
• Demonstrate and maintain honesty and integrity.
• Promote overall BSA Compliance by adhering to all BSA and OFAC Regulations specific to job function and by assisting the BSA Department as necessary with any departmental function specific items
• Will actively promote the security and privacy of members and employee information through adherence to both information security and physical security policies, procedures, and governing regulations.  Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific.  Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, E, CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.

Qualifications/Requirements

• Ability to work effectively with others, including management, in a team environment.
• Ability to present information and respond to questions from members of management.
• Ability to write routine reports and correspondence.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Sound knowledge of Microsoft Office Suite (including Excel, PowerPoint, and Word) and QuickBooks knowledge preferred
• Strong detail orientation, analytical skills, problem solving, and the ability to handle multiple tasks.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
• Strong organizational skills and excellent communication skills, both oral and written.
• Ability to be available for work punctually, and as scheduled.

Education and Experience

• Bachelor’s degree in Finance, Accounting, or a related field (or equivalent relevant experience).
• 1-3 years of accounting experience, preferably in a credit union or financial institution.

Physical Demands:

This role primarily involves working at a desk, using a computer, and engaging in phone or video conversations. Employees may need to sit for extended periods, move about the office, and occasionally lift or carry items up to 20 pounds. Reasonable accommodations will be provided as needed.

Work Environment:

This is a professional office environment with moderate noise levels and periods of higher activity, such as increased call volumes. Employees should be comfortable working in a fast-paced setting with occasional interruptions.

Qualifications