Central Willamette Credit Union · 21 hours ago
Senior Financial Accountant
Albany, OR
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $75K/yr
3+ years expCentral Willamette Credit Union is dedicated to building local loyalty and connecting with the community. The Senior Financial Accountant plays a crucial role in driving the financial health of the Credit Union by providing comprehensive accounting and analytical support, managing financial reporting, and collaborating with leadership to enhance profitability and member value.
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Responsibilities
Manage daily/weekly/monthly general ledger certifications, including researching and analyzing information from core systems and departments
Lead month-end and year-end closing processes; prepare and analyze financial statements and management reports
Oversee Fixed Asset, Prepaid Expense, and Bank Reconciliation management
Develop, monitor, and report on key financial metrics, trends, and variances to support business decisions
Assist in preparing quarterly Call Report regulatory filings and annual Form 990 filings
Support the annual budgeting process, including data gathering, analysis, and presentation of budget vs. actual results
Partner with business units to develop forecasts, budgets, and long-range financial plans
Conduct scenario analysis, financial modeling, and sensitivity analysis to evaluate business initiatives and investment opportunities
Provide actionable insights and recommendations to improve financial performance, efficiency, and member value
Prepare and present financial analysis to senior management and support strategic planning initiatives
Assist with internal and external audits by preparing and submitting requested materials
Support exam and audit preparation, including resolution of regulatory and audit findings
Ensure compliance with Credit Union policies, procedures, and applicable state and federal regulations
Identify and mitigate financial risks through proactive analysis and process improvements
Mentor and train accounting staff, providing guidance and support as needed
Foster cooperation and collaboration within the accounting team to achieve department goals
Attend training sessions and stay updated on policies and regulatory requirements
Perform additional responsibilities as assigned, ensuring alignment with CWCU values
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
3+ years of relevant experience in accounting and/or financial planning and analysis, preferably within a financial institution
Demonstrated understanding of GAAP, financial institution accounting, and regulatory requirements
Advanced proficiency in accounting and financial analysis software (e.g., Great Plains, Excel, Power BI, or similar tools)
Strong analytical, organizational, and leadership skills, with the ability to manage multiple priorities and deliver high-quality results
Excellent communication and interpersonal skills, with the ability to present complex financial information to non-financial stakeholders
Proven ability to work independently and collaboratively in a fast-paced, team-oriented environment
Ability to Relocate: Albany, OR 97321: Relocate before starting work
Preferred
CPA, CMA, or CFA
GAAP: 3 years
Benefits
401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid sick time
Paid time off
Referral program
Vision insurance
Company
Central Willamette Credit Union
History Our story begins on October 5, 1955, at a mass meeting held under the sponsorship of Local 1141 when initial steps were taken to form a credit union for government employees in Linn County.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M
Leadership Team
Stacie Wyss-Schoenborn
President/CEO
David Dirks
Chief Marketing Officer
Company data provided by crunchbase