Heritage Financial Credit Union · 10 hours ago
Senior Financial Accountant
Newburgh, NY
Full-time
Onsite
Mid, Senior Level
$65K/yr - $81K/yr
5+ years expHeritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals. The Senior Financial Accountant will prepare financial statements, manage general ledger functions, and ensure compliance with regulatory reporting standards, playing a critical role in the integrity of the Credit Union's financial operations.
BankingFinanceFinancial Services
Responsibilities
Financial statement preparation, general ledger, financial and regulatory reporting and reconciliations, compliance to GAAP, related regulations and Credit Union policies and procedures
Perform tasks to assist with period end closing such as accruals, and be able to develop internal partnerships within the CU to ensure that Accounting is proactive in recording entries
Assist the Assistant Controller with internal and external audit document preparation
Attend meetings as required and participate on assigned committees
Adhere to all reporting and other deadlines, both internal and external
Prepare GL reconciliations and journal entries with attention to detail, completeness and accuracy, as assigned
Monitor cash accounts and prepare daily entries as needed / investigate variances and initiate cash transfers
Assist with annual budgeting and monthly budget variance processes
Assist with and provide support for the department’s Accounts Payable functions, as assigned
Completes and presents required financial reports, records, projections, and recommendations
Work with other accounting staff on high transaction volume GL accounts such as ATM and coin machines and other reconciliations, researching and resolving differences
Ad Hoc Accounting projects as needed, implement process improvements, increase efficiency of work flow
Ensure transactions are properly authorized and in accordance with company policies
Perform responsibilities of position in accordance with federal and state regulations
Meet core competency requirements
Perform additional duties as assigned
Qualification
Required
Practical knowledge of accounting principles
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work
General Ledger/Reporting experience
Intermediate level Excel/Word
Knowledge of finance, financial research, and reporting
Understanding of economic market and industry conditions
Familiarity with related laws and regulations
Understanding of asset liability management, cash flow modeling and budget preparations/reviews
Excellent verbal and written communication skills
Ability to project a professional appearance and positive attitude at all times
Must be open to challenge and risk taking within prudent constraints
Excellent written, verbal communication and analytical skills, and vision of accounting as an integral service provider for the entire Credit Union
Preferred
4-year college degree preferred
five to eight years of related Accounting experience, preferably in a banking environment or a comparable combination of education and experience
Benefits
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
Company
Heritage Financial Credit Union
Heritage Financial Credit Union provides Auto Loans, Retirement Services, Investment Services, Personal Loans & Credit Cards services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michael Ciriello
President/CEO
Jonathan Shakelton
Chief Operating Officer
Recent News
The Pike County Courier
2024-05-23
Mid Hudson News
2024-05-23
Company data provided by crunchbase