Summit Credit Union Looking for Administrative Accountant at Cottage Grove, WI  Full Time

Do you want to join an award winning workplace? Are you passionate about helping people? Summit Credit Union is looking for a collaborative and detail oriented person to join our accounting department as an Administrative Accountant. The ideal candidate with have at least 4 years of accounting experience and be comfortable with general accounting principles (GAAP). The primary focus of this role will be performing a variety of accounting functions and preparing various accounting/financial reports. There will be a high focus on supporting lending activity for the credit union. If this position sounds like a good fit for you, come be a part of something bigger at Summit!

Essential Functions

1. Perform various accounting functions.
   • Work with every Accounting team member to ensure procedures are up to date for all processes, including but not limited to completing daily balancing and reconciliations.
   • Assess Compliance with General Ledger Accounting Policy.
   • Aide in reviewing month end reconciliations.
   • Knowledgeable on both core systems.
2. Direct the preparation of periodic regulatory reports such as 5300.
3. Aid in research and support documents for internal and external audit examinations.
4. Perform Monthly Accounting Processes.
   • Real-Estate and Personal Property tax accruals and payments.
   • Manage Unclaimed Property Reporting.
   • Complete Federal and State Tax Withholding payments and associated tax filings.
5. Monitor Lease Agreements in accordance with the Lease Standard
   • Monitor new lease agreements and lease renewals where Summit is the Tenant.
   • Monitor new lease agreements and lease renewals where Summit is the Landlord.
   • Monitor lease agreements for equipment.
   • Manage monthly Accounting Entries, create new calculations for new lease agreements.
6. Project Assistance
   • Work through various projects as they arise such as new products and services for the credit union.
   • Create new processes.
   • Write procedures to support new processes.
7. Provide excellent customer service to both internal and external customers and assist with simple accounting problems.
8. Provide support to other departments as needed.
9. Understand and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).

Additional Functions

1. Maintain knowledge of credit union products and services.
2. Assist with additional projects and other duties as assigned by departmental leadership.

Job Specifications

1. Bachelor’s degree in Accounting or Finance preferred.
2. Minimum of five years’ experience in the accounting/operations of a retail financial institution or business-related field preferred.
3. Knowledge of GAAP, GAAS and FASB regulations
4. Professional well developed interpersonal skills essential for interacting with credit union staff and members.
5. Work requires ability to work accurately with figures and ability to perform detailed work.
6. Requires the ability to follow-up on problems presented to members and co-workers using a customer service approach including use of investigative problem solving.
7. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
8. Knowledge of Microsoft Word, Outlook, and Intermediate Knowledge of Excel.

Perks

• Remote capability
• Excellent health insurance
• 401K with match
• Student loan payback
• Paid volunteer time
• Onsite gym
• and more!

At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger!

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.