Credit Union:
Heritage Grove Federal Credit Union

Region: Salem, Oregon

Type: Staff

Contact: Jim Mau
Email: [email protected]
Phone: (503) 588-0211

Closing: 11/25/2019

Job Description:

Job Objectives:  Manages the credit union accounting and finance functions and is a member of the credit union Senior Management Team.

Job Functions:

  • Prepare and/or supervise the preparation of credit union financial reports, call reports, and other reports required by policy, rule, or regulation.
  • Manage the credit union liquidity, investment portfolio, and credit instruments.
  • Develop the credit union budget.
  • Serve on the credit union Asset-Liability Committee (ALCO).
  • Provide analysis, reports, and recommendations to ALCO, Senior Management and the Board of Directors.
  • Serve on the credit union’s Allowance for Loan Loss Committee.
  • Responsible for posting of charge-offs.  
  • Responsible for the administration of payroll and benefits programs.
  • Hire, supervise, train, and motivate Accounting Department employees to established standards.
  • Manages the Accounting Operations team to include balancing of all GL accounts, accounts payable, ACH, drafts, exception items and card fraud resolution.  
  • Participate in developing the credit union strategic and business plans and operating budgets.
  • Prepare required tax forms. 
  • Represent the credit union within the community to contribute to the overall mission of the credit union and its objectives.    
  • Provide information to the independent auditors and examiners as needed.
  • Develop and maintain policies and procedures.
  • Maintain punctual, regular and predictable attendance. 
  • Perform other duties assigned by the President/CEO. 

Education/Experience Required:

Education and Skills required:

  • BA or BS degree in business administration, finance, or related field is required, or acceptable employment experience may substitute for education.
  • Must be able to communicate effectively and should possess excellent reading, writing, and math abilities.
  • Must be able to operate standard office equipment and be competent in the operation of a computer and business software (i.e., Microsoft: Excel, Word) required to perform job duties.
  • Must be able to work accurately within required timelines and regulatory deadlines with minimal supervision.

Additional Comments:

Experience Required:

  • 5 or more years experience in banking or credit union accounting is required.
  • 2 or more years management or supervisory experience is required.
  • Thorough knowledge of rules and regulations pertaining to credit union accounting and financial reporting is required.