Senior Accountant, Financial Services

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $28 - $49 / hour

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Chevron Federal Credit Union

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1935

🏦 Banking

💸 Finance

🤝 Non-profit

Banking • Finance • Non-profit

Chevron Federal Credit Union is a member-owned, nonprofit financial cooperative serving Chevron employees, partners, and eligible communities. It provides consumer-focused banking services including checking and savings accounts, mortgages, auto and personal loans, credit cards, and digital/mobile banking. The credit union emphasizes competitive rates, shared-branch and ATM access, financial guidance, and member-oriented support and relocation services.

📋 Description

• Balance Credit Union daily cash flows with third parties using internal and external settlement systems and data • Prepare daily ATM Network Settlement, ATM Foreign Network Settlement, and Fiserv Network Settlement reconciliations • Research reconciliation differences and post timely adjustments and corrections • Prepare daily deposit reconciliations for branch, mobile, ATM, and other Credit Union channels • Advise branches of deposit adjustments and required member-account postings • Create and monitor the Accounting group month-end close calendar • Compile and analyze financial information for general ledger entries involving loan, share, and investment transactions • Conduct research and analysis for financial reports • Prepare monthly dividend testing spreadsheets • Prepare complex general ledger entries during month-end processing • Analyze monthly accruals, perform quarterly true-ups, and recommend adjustments • Prepare daily Shared Branch reconciliations and clear outstanding GL items • Support payroll activities, agency correspondence, state employer accounts, reporting, work-location matrices, state POAs, employment verification, 401(k) payroll reporting, and ACA reporting • Compile financial information for daily position, internal account wire transfers, and ad hoc reports • Prepare capital budget worksheets and distribute them • Review journal entries for completeness and accuracy • Prepare bank drawdowns and wire transfers of Credit Union funds • Process GL clearing forms and daily journal entries • Perform other assigned duties

🎯 Requirements

• Bachelor’s degree in accounting or a related area from four-year college or university • 4+ years working in an accounting department performing month-end close processes • Strong problem-solving ability • Strong attention to detail • Understanding of accrual-based accounting • Ability to analyze data, explain results, and demonstrate good business judgment • Strong Excel skillset, including VLOOKUPs, macros, and pivot tables • Process automation skills using Excel, Power BI, and SQL • Proficient in MS Word, MS Excel, and basic Windows applications • Proficiency with Power BI and Microsoft SQL Server • Ability to communicate effectively via email, chat, and online meeting applications • Ability to maintain confidentiality of member, employee, and Credit Union information • Ability to analyze processes and make efficiency improvements • Ability to work effectively with members and employees at all organizational levels • CFCU participates in E-Verify

🏖️ Benefits

• Bonus/incentives for all regular employees • 401(k) with 8% company contribution • Medical, dental, and vision insurance for employees and dependents paid at 80% • PTO and paid sabbaticals • Tuition reimbursement • Corporate Incentive Plan with annual incentive opportunity of 0–8% of incentive eligible earnings • Reasonable accommodations may be made for individuals with disabilities