Credit Union:

Central Willamette Credit Union

Region:

Albany

Closing:

8/31/2022

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Job Description:

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Develop and implement plans, action steps, programs and processes necessary to achieve the overall business and operational objectives of the Credit Union, including all functions within the position’s responsibility.

  • Oversee, guide and direct the accounting and payroll support functions of the Credit Union.
  • Provide ongoing coaching, mentoring and training to staff to develop and encourage their performance. Establish departmental and individual goals and objectives that are consistent with the operating plan.
  • Analyze the workflow of the accounting and payroll functions throughout the Credit Union; recommend and implement changes to improve efficiency and reduce costs.
  • Work to develop policies, procedures, programs and strategies to ensure the accounting and payroll functions of the Credit Union provides a timely, ethical, and accurate picture of the finances and payroll operations of the Credit Union.
  • Maintain chart of accounts for the Credit Union; direct staff in monthly review and certification of general ledger balances. Work closely with accounting software vendor to ensure data integrity and efficient workflow processes.
  • Ensure timely and reliable preparation of monthly financial reports, quarterly 5300 NCUA Call Report, and other financial reports as necessary.
  • Perform all responsibilities in accordance with Generally Accepted Accounting Principles (GAAP) and regulatory requirements.
  • Provide support in the budgeting process including research, planning, reporting, and input into the general ledger system.
  • Oversee, monitor, and interpret financial statement analysis.
  • Ensure that timely and accurate services are provided to internal and external customers by providing managerial leadership, direction, and effective monitoring of performance.
  • Oversee and manage contractual relationships with external vendors and suppliers. Evaluate contracts, purchase orders and other binding agreements.
  • Prepare reports, gather information and make presentations as necessary and directed.
  • Demonstrate leadership to Credit Union staff by acting as a role model for department and credit union staff.
  • Performs all responsibilities in accordance with CW Values, compliance, regulatory and Information Protection requirements.
  • Be a visible supporter of the Credit Union’s community involvement by volunteering for events and activities that enrich the communities of the central Willamette Valley.

Performs additional duties as assigned