You are viewing a preview of this job. Log in or register to view more details about this job.

Senior Financial Accountant-Hybrid

Central Willamette Credit Union
Email

Respect. Integrity. Ethics. Compassion. Humor.

At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.  

 

The Senior Accountant – Financial Planning & Analysis (FP&A) serves as a key strategic partner in driving the financial health and performance of the Credit Union. This role provides comprehensive accounting and analytical support across core financial areas—including accounts payable, accounts receivable, general ledger, cash management, investments, member shares, and loans—while playing a critical role in financial planning, budgeting, forecasting, and scenario modeling. The Senior Accountant delivers insightful financial analysis and actionable recommendations to support data-driven decision-making, long-term planning, and the achievement of organizational goals. Collaborating closely with leadership, the Controller, CFO, and cross-functional teams, this position evaluates financial results, identifies trends, and supports strategic initiatives to enhance profitability, efficiency, and member value. The Senior Accountant also ensures regulatory compliance, supports internal and external audits, develops and monitors key performance indicators, and mentors accounting staff, fostering a culture of continuous improvement and financial excellence in alignment with the Credit Union’s mission and growth objectives.

 

What We Offer:

  • 2 weeks’ vacation your first year, 3 weeks your second, and 4 weeks your third 
  • 10 paid holidays and 5 paid sick days annually
  • Medical, dental, and vision insurance starting the first of the month after hire
  • 401(k) with employer match after 6 months
  • Semi-annual incentive bonus (up to 5% of annual salary)
  • Professional Growth
  • Ongoing training, leadership opportunities, and a chance to make a real impact

 

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 

General Accounting, Financial Reporting & Analysis (40%)

  • Manage daily/weekly/monthly general ledger certifications, including researching and analyzing information from core systems and departments.
  • Lead month-end and year-end closing processes; prepare and analyze financial statements and management reports.
  • Oversee Fixed Asset, Prepaid Expense, and Bank Reconciliation management.
  • Develop, monitor, and report on key financial metrics, trends, and variances to support business decisions.
  • Assist in preparing quarterly Call Report regulatory filings and annual Form 990 filings.
  • Support the annual budgeting process, including data gathering, analysis, and presentation of budget vs. actual results.

 

Financial Planning & Analysis (25%)

  • Partner with business units to develop forecasts, budgets, and long-range financial plans.
  • Conduct scenario analysis, financial modeling, and sensitivity analysis to evaluate business initiatives and investment opportunities.
  • Provide actionable insights and recommendations to improve financial performance, efficiency, and member value.
  • Prepare and present financial analysis to senior management and support strategic planning initiatives.

 

Audit, Compliance & Risk Management (20%)

  • Assist with internal and external audits by preparing and submitting requested materials.
  • Support exam and audit preparation, including resolution of regulatory and audit findings.
  • Ensure compliance with Credit Union policies, procedures, and applicable state and federal regulations.
  • Identify and mitigate financial risks through proactive analysis and process improvements.

 

Training, Mentorship & Team Collaboration (10%)

  • Mentor and train accounting staff, providing guidance and support as needed.
  • Foster cooperation and collaboration within the accounting team to achieve department goals.

 

Other Duties (5%)

  • Attend training sessions and stay updated on policies and regulatory requirements.
  • Perform additional responsibilities as assigned, ensuring alignment with CWCU values.

QUALIFICATIONS/EDUCATION/EXPERIENCE REQUIREMENTS 

  • Bachelor’s degree in Accounting, Finance, or a related field; CPA, CMA, or CFA preferred.
  • 3+ years of relevant experience in accounting and/or financial planning and analysis, preferably within a financial institution.
  • Demonstrated understanding of GAAP, financial institution accounting, and regulatory requirements.
  • Advanced proficiency in accounting and financial analysis software (e.g., Great Plains, Excel, Power BI, or similar tools).
  • Strong analytical, organizational, and leadership skills, with the ability to manage multiple priorities and deliver high-quality results.
  • Excellent communication and interpersonal skills, with the ability to present complex financial information to non-financial stakeholders.
  • Proven ability to work independently and collaboratively in a fast-paced, team-oriented environment.

 

Salary $60,091-$75,114