Accounting Manager - Military veterans preferred

Title: Accounting Manager 

Revised: 08/15/2025

Reports To: VP Accounting & Controller

Department: Accounting                                                                           # Supervised Staff: 6

Mobile Device Eligible: Yes                                                                        Laptop Cell Phone

The Accounting Manager is responsible for supervising and leading the WFCU accounting team in the execution of the credit union’s accounting and payment processes in accordance with regulatory and industry standards. These processes include internal and external financial reporting, general ledger reconciliations, fund management, budgeting and related monitoring, and ACH and share draft processing.

 MAJOR ACTIVITIES: 

1. Assists the VP Accounting and Controller to lead the WFCU Accounting team, including recruiting, coaching, and direction of highly skilled employees while creating a positive work environment within the areas supervised, and working collaboratively with other departments. Ensure all areas within the department are operating efficiently and reliably; are in compliance with applicable laws, regulations, and rules; have appropriate operating controls to mitigate risk; and are performing at a high level.
2. Assists the VP Accounting and Controller to supervise the development, implementation, and monitoring of sound accounting practices, policies, and internal controls to ensure accurate financial reporting across WFCU in accordance with GAAP and regulatory requirements. Lead the development and revision of accounting practices and procedures as required. Provide advice and direction to other Department Managers on accounting and internal control matters as necessary.
   3. Understands and performs the VP Accounting & Controller duties in their absence. 
   4. Assists the VP Accounting & Controller in implementing new accounting standards.

1. Assists in the preparation of the CECL calculation.
2. Regular attendance at the work site.
3. Prepare other financial reports as directed.
4. Monitors document retention and disposes of documents as necessary.
5. Understands all aspects of the accounting department functions and systems.
6. Assists in the training of department personnel.
7. Maintains a high-quality member and departmental service attitude.
8. Assist in developing policies and procedures.
9. Maintains and reconciles general ledger accounts.
10. Other duties/special projects as assigned

CRITICAL RESULTS:

1. Accounting department employees are provided with a positive working environment that encourages individual growth and success.
2. Appropriate and accurate financial information must be available in a consistent and timely manner following end of month to be used by the Board and management for financial decisions and by the regulators to oversee the Credit Union.
3. Procedures for the Accounting department duties are maintained, and other members of the accounting department are cross trained.
4. No material accounting-related findings, documents of resolution, or management letter comments are issued based on external audits and regulatory examinations.
5. A system of appropriate internal controls is in place and followed for the users to rely on financial information.
6. GL reconciliations must be completed per policy without un-reconciled items to ensure the protection of member assets.
7. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures.

 QUALIFITICATIONS:

 Specialized or Technical Knowledge and Skills: The Accounting Manager must be experienced in GAAP, general accounting procedures, and regulations that govern accounting for Credit Unions or similar financial institutions and must also possess the following:

1. A Bachelor’s Degree in Accounting and/or Finance
2. At least 3 years of work experience in public accounting, controlling, financial analytics, and/or corporate finance within a fast paced and dynamic business environment. Must have extensive experience in project management and leadership/managerial roles.
3. Certified Public Accountant designation
4. Proven ability to develop sound policies, procedures, and practices for improved operating controls, productivity, and/or efficiency.
5. Demonstrated experience in staff growth and development.
6. Exceptional verbal and written communication skills, including skills in a collaborative capacity which will influence the effectiveness in which task are executed.
7. Exceptional skills in creating reports and recommendations for the Board of Directors, the Executive Leadership Team, and the Management Team as required.
8. Demonstrated ability to work with detail while meeting daily, weekly and monthly deadlines.
9. Excellent computer skills, including Excel, and experience working with accounting software programs.
10. Ability to use analytical and independent judgment for process improvements and problem resolution.

1. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess to be successful in this position.

1. Core Competencies: Core competencies are consistent for all positions across the organization and are aligned with WFCU’s core values.
   1. Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met and responds to internal members.

1. Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, meets attendance/punctuality requirements.
2. Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad.

1. Job Specific Competencies: The position requires a well-rounded and level-headed individual who can maintain composure in a variety of situations. The following stand out among a long list of behavioral competencies for this position:
   1. Servant Leadership: Leads through change and adversity, makes the tough call when needed, builds consensus when appropriate, motivates and encourages others by setting the example. When necessary, expresses unpopular opinions and encourages direct and tough debate, and knows when to end a debate and move on. Acknowledges that effective leadership demonstrates characteristics such as empathy, stewardship, and commitment to the personal growth of others.
   2. Job Knowledge: Understands duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands the credit union’s mission/values, keeps job knowledge current, is in command of critical issues.
   3. Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow.
   4. Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.
   5. Interpersonal Skills: Has good listening skills, builds strong relationships, is flexible/open- minded, negotiates effectively, solicits performance feedback and handles constructive criticism.

1. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand; walk; sit and talk or hear. The employee must occasionally lift and/or move up to 20 pounds.

1. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The worker is not substantially exposed to adverse environmental conditions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER

WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. These activities include, but are not limited to, hiring of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all our members, our staff, clients, volunteers, subcontractors, vendors, and clients.