Truliant Federal Credit Union · 2 hours ago
Senior Staff Accountant
Winston-Salem, NC
Full-time
Hybrid
Senior Level
5+ years expTruliant Federal Credit Union is dedicated to improving lives by providing great service and straightforward financial solutions. The Senior Staff Accountant position involves performing complex accounting tasks, assisting other staff, and reviewing financial data to support decision-making processes.
Banking
Responsibilities
Prepares and reviews complex journal entries and account reconciliations
Supports monthly, quarterly, and year-end close processes
Collaborates with other departments and/or external service providers to ensure all transactions have been properly recorded
Analyzes account balances and investigates variances
Prepares accruals, journal entries, and drives completion of the month-end close process
Reviews entries in the general ledger and subsidiary ledgers for accuracy; research discrepancies and make corrections
Assists in preparing internal financial reports and schedules for leadership and auditors
Maintains fixed asset schedules, leases, accruals, and prepaid accounts
Ensures compliance with internal accounting policies and U.S. GAAP
Performs research on technical accounting matters and performs other ad hoc analysis as needed
Identifies and implements process improvements to increase accuracy and efficiency
Develops and documents significant processes for both operational and financial reporting
Contributes to accounting systems upgrades and automation initiatives
Seeks development opportunities for self as well as assisting in the development of others
Engages in assisting Accounting Leadership as needed, including participation in all project meetings and considering the impact on the overall Accounting team
Supports internal and external audit processes by preparing requested documentation
Helps maintain documentation for key controls and accounting procedures
Serves as back-up for Accountants as needed
Assists with other tasks and projects as assigned
Maintains a commitment to continued learning
Qualification
Required
Bachelor's Degree in Accounting or related field required, or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired
Minimum of 5 years' experience in accounting required, preferably in financial services
Must have extensive comprehension of GAAP and financial institution industry accounting principles to ensure compliance with financial reporting
Must have superior mathematical and analytical skills to be able to perform, interpret, and analyze financial information
Must have the ability to use different types of accounting and/or software, including reconciliation software
Must demonstrate advanced proficiency in MS Excel and advanced knowledge in MS Office
Must have the ability to analyze and understand all business processes within the CU, and make recommendations for improvements
Must have advanced knowledge of reconciliation methods
Must be results-oriented and demonstrate initiative
Must demonstrate ability to upgrade skills in order to meet changing job conditions
Must promote healthy working relationships by maintaining a positive attitude and communicating in a collaborative, professional manner
Actively participates in committees and project teams to assist with developing and executing strategic initiatives
Must have the ability to handle financial transactions related to the insurance operations, including commission reconciliations and premium processing
Must be able to complete all assignments with minimal supervision and have excellent communication skills, both verbal and written
Must be able to work in a general office environment or a remote environment
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 10 pounds and occasionally lift or move up to 20 pounds
Preferred
Knowledge of financial industry accounting preferred
CPA or MBA Preferred
Benefits
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
Company
Truliant Federal Credit Union
Truliant is federally insured by the National Credit Union Administration and is an Equal Housing Lender
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Todd Hall
CEO/President
Recent News
SC Biz News
2025-11-08
2025-11-04
2025-11-04
Company data provided by crunchbase