Jobs · Accounting · California

Senior Staff Accountant

PremierOne Credit Union · San Jose, CA · 4 days ago
Accounting$35–$45/hrFull-time

About the role

Join one of California's most innovative, fastest-growing credit unions. We are proud to be named a Top Workplace for five consecutive years! At PremierOne Credit Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who can contribute the right skills to achieve these goals while keeping focus on our mission. Join our talented and passionate team and be part of a team that values growth, innovation, and community involvement.

Responsibilities

  • Maintain the accuracy and integrity of the Credit Union's general ledger, accounting records, and financial reporting processes.
  • Prepare and post journal entries, perform account reconciliations, and complete month-end close activities.
  • Reconcile, monitor, and maintain key general ledger accounts; research, analyze, and resolve variances and balancing discrepancies.
  • Monitor liquidity levels and support effective cash management activities.
  • Reconcile, monitor, and maintain investment portfolio accounting records and related accounts.
  • Prepare monthly financial statements, board reports, and other management reports.
  • Prepare and submit regulatory and tax filings, including the quarterly NCUA Call Report (Form 5300), ensuring compliance with applicable requirements.
  • Aid in the development, implementation, and review of Accounting Department policies and procedures to ensure compliance with GAAP, regulatory standards, and internal controls.
  • Provide accounting guidance and support to departments by interpreting financial transactions, reports, and accounting requirements.
  • Provide professional, knowledgeable service to members and employees and may assist with training, work direction, and coordination of accounting staff activities.
  • Provide accounting guidance and support to departments by interpreting financial transactions, reports, and accounting requirements.
  • Conduct financial analyses, accounting studies, and special projects to support management decision-making and operational improvements.

Requirements

  • Three to five years of similar or related experience.
  • A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., accounting certifications in lieu of a degree).
  • Work effectively in a high-volume and fast-paced environment while managing multiple tasks simultaneously and accurately.
  • Have strong communication skills and successful experience with inter-departmental teamwork.
  • Advanced proficiency in Excel.
  • Experience in a credit union or community banking preferred.

Qualifications

  • A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., accounting certifications in lieu of a degree).
  • Three to five years of similar or related experience.
  • Work effectively in a high-volume and fast-paced environment while managing multiple tasks simultaneously and accurately.
  • Strong communication skills and successful experience with inter-departmental teamwork.
  • Advanced proficiency in Excel.
  • Experience in a credit union or community banking preferred.

Skills

  • Proficiency in accounting software and systems.
  • Ability to manage multiple tasks and meet deadlines.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication skills.

Benefits

  • Fantastic Benefits
  • Paid medical, dental, vision, life, and long-term disability insurances.
  • 401(k) including employer match.
  • Discounts on financial products and services, including loans.
  • Paid birthday, vacation, and sick days.
  • Company-wide incentive plan, plus much more!

Pay

Salary Range: $35 - $45 per hour

Schedule

Full-time position

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