Guardians Credit Union

SUMMARY DESCRIPTION:

The Accounting Manager supervises and coordinates activities of workers engaged in calculating, posting, and verifying duties to obtain and record financial data for use in maintaining accounting and statistical records by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Compiles composite reports from individual reports of subordinates required by management or government agencies.
• Supervises and participates in preparing and auditing materials requiring analyses of supporting documents and ensures that all entries are entered into the system properly.
• Identifies and investigates accounting discrepancies, ensuring a timely resolution through appropriate corrective actions and process improvements.
• Communicates and coordinates accounting policies, practices, and procedures with department and company managers and officials, vendors, reporting agencies, clients, members, and the public.
• Determines work procedures; prepares work schedules; and expedites workflow.
• Issues written and oral instructions.
• Assigns duties and examines work for exactness, neatness, and conformance to policies and procedures.
• Reviews and standardizes procedures to enhance team efficiency and workflow.
• Maintains harmony among workers and resolves grievances.
• Adjusts errors and complaints.
• Performs clerical accounting tasks including data entry, invoice processing, and reconciliations.
• Ensures the timely and accurate completion of tax-related filings and the maintenance of related records.
• Knows the regulatory guidelines such as BSA/OFAC/AML/CTR laws, rules and regulations and maintains an acceptable level of knowledge, including all updates and changes of laws, rules, and regulations to sufficiently apply to all account activities.

OTHER DUTIES:

Other duties, responsibilities, and activities may be assigned.

SUPERVISORY RESPONSIBILITIES:                                            

Directly supervises employees in the Accounting Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

COMPETENCIES:

To perform the job successfully, the individual should demonstrate the following competencies:

• Analytical – Collects, researches, and analyzes data and combines complex or diverse information, using intuition and experience to complement data.
• Business and Financial Acumen – Understands business implications and financial impacts of decisions and how to apply information.
• Communication – Expresses views clearly and effectively to others both verbally and in writing.  Builds rapport and easily adapts to the characteristics or needs of the audience. 
• Relationship Building – Understands the importance of building supportive relationships with all areas of the credit union as well as external partners.
• Detail Orientation – Accomplishes tasks through concern for all areas involves, monitors and check work or information and plans and organizes time and resources efficiently.
• Problem Solving – Ensures that decisions are made based on policies, rules and organizational direction and solves problems by having a broad perspective and by weighing different options before deciding.

QUALIFICATIONS/EXPERIENCE:

• Associate degree or equivalent from a two-year college or technical school; or twelve to eighteen months’ related experience and/or training; or equivalent combination of education and financial services or credit union or management experience.
• Ability to read, analyze and interpret general business correspondence including emails and procedures and effectively present information and respond to questions from managers, members, other departments, and vendors.     

• Ability to apply knowledge about business services and products and take initiative to build relationships, including identifying cross sell opportunities.
• Demonstrated organizational skills and ability to manage multiple projects at once, attention to detail and ability to drive execution and meet deadlines.
• Excellent verbal and written skills, including the ability to read, analyze and interpret information, effectively present information and easily adapt communication style to different audiences.
• Proficient in Microsoft Office Suite (Word, Excel, and PowerPoint).

OTHER SKILLS AND ABILITIES:

Ability to perform under pressure and to meet deadlines. Must possess organizational skills and the ability to take responsibility and creatively find solutions. Must have strong time management skills.

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee is frequently required to stand, walk and sit. Specific vision abilities required of this job include close vision and ability to adjust focus. Must be able to lift and/or move up to 35 pounds.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.