555 S Executive Dr, Brookfield, WI 53005, USA
Job Description
Posted Monday, September 16, 2024 at 5:00 AM
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first.
NATURE AND SCOPE
Reports to the Controller. Plays a key role in all aspects of financial and regulatory reporting for internal and external stakeholders. Leads key components of month-end close and financial reporting process including data compilation, validation, analysis, and dissemination. Responsible for independent completion of reporting, financial analysis projects, and other tasks. Assists Controller assess, design, validate, maintain, and improve the overall accounting control environment. Supports supervision over expert accounting systems and functions including accounts payable, fixed assets and investor reporting. Collaborates with other associates in Accounting, Finance & Treasury to support overall financial reporting, forecasting and analysis.
REQUIREMENTS
1. Bachelor’s degree in finance, accounting, or economics and 3 years of financial analysis experience preferably at a financial institution. Equivalent combination of education and experience may be considered.
2. Experience with financial management and reporting systems including system maintenance, data compilation, validation, and custom reporting.
3. Experienced in collecting, analyzing, organizing, and delivering financial data to various levels of internal stakeholders.
4. Ability to balance multiple priorities and manage a variety of deliverables in a high-volume work environment with strong attention to detail.
5. Strong verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
6. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
7. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related State and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES
1. Responsible for maintaining and updating key aspects of the general ledger and financial reporting systems and processes.
2. Support internal control environment to ensure compliance with US GAAP, statutory & administrative regulations, and accounting policies over all reporting and accounting activities.
3. Assist in all aspects of the month-end close and financial reporting process including data collection, validation, analysis, control assurance, and reporting.
4. Prepare and review journal entries and account reconciliations.
5. Analyze complex general ledger account transactions, journal entries and reconciliations to ensure accurate reporting and adherence to controls.
6. Prepare detailed variance analyses of actual results to plan and prior periods.
7. Lead the compilation of data for regulatory reporting and development of custom reports and collection systems to optimize reporting efficiency over assigned areas.
8. Independently plan, collect, analyze, organize, and present results on assigned analysis, research, budgeting, and reporting projects.
9. Assist Controller oversee key accounting systems including fixed assets, accounts payable, and other expert systems.
10. Assist Controller research source transaction systems, develop process workflows, and document controls over accounting activity.
11. Perform other duties as may be assigned.
EO/AA Employer; including veterans and individuals with disabilities.
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