Senior Staff Accountant

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Senior Staff Accountant position is responsible for performing a number of different complex accounting tasks.  Their duties include assisting other accounting staff in daily tasks and to review financial data to assist in making financial decisions.

Essential Functions and Responsibilities

• Ensures that financial information is recorded timely and accurately in compliance with GAAP and NCUA regulations, requiring in-depth knowledge of CU operations.
• Completes complex accounting processes and reconciliations, related to loan sales & purchases, fixed assets, accruals, lease accounting, CUSO accounting, cash, investments, and consolidations.
• Performs complex computations and analysis to provide accurate financial data for management.
• Designs, implements and continually improves processes to accurately and efficiently record financial results.
• Actively participates on projects to design new processes, products, etc, and ensure that processes have been tested, are efficient, are accurately reported and reconciled.
• Collaborates with management and other internal teams to prepare and analyze information necessary for sound decision-making.
• Responsible for regulatory reporting, including, 1099s, property tax, tax withholding, FRB FR2900, escheats.
• Researches and applies new accounting standards and/or regulations that may impact the CU.
• Mentors other members of the Accounting team, including review of completed assignments.
• Interacts with NCUA examiners and auditors (internal and external).
• Serves as a resource to outside agencies and vendors.
• Ensures that proprietary, confidential and sensitive data is protected.

Other Duties and Responsibilities

• Serves as back-up for Accountants as needed.
• Assists with other tasks and projects as assigned.
• Maintains a commitment to continued learning.

Knowledge, Skills, and Abilities

• Must have extensive comprehension of GAAP and accounting concepts.
• Must have superior mathematical and analytical skills to be able to perform, interpret, and analyze financial information.
• Must have ability to use different types of accounting and/or software including reconciliation software.
• Must demonstrate advanced proficiency in MS Excel, advanced knowledge in MS Office.
• Must have 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.
• Must be detail oriented.
• Must be able to complete all assignments with minimal supervision.
• Must be able to manage multiple tasks concurrently and able to shift resources and priorities as required.
• Must have excellent communication skills in English, both verbal and written.
• Must be able to work in a general office environment or remote environment.
• Should possess a strong commitment to providing excellent service to Truliant’s members.

Physical Requirements

• 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

Education and Background

• 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
• Knowledge of financial industry accounting preferred
• CPA or MBA Preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! 

As a member of the Truliant family, you will enjoy the following full time 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