Accounting Specialist - Westchase District

This is an on-site position located in Houston, Texas

The Accounting Specialist supports the financial management and operations of the credit union through maintenance of accounting records and reports. Performs basic accounting duties in accordance with standard procedures and under moderate supervision. Responsible for certain routine functions such as general ledger, accounts payable, fixed asset, and operational accounting. Assists in and prepares periodic reports, reviews and reconciles data, and participates in the development of ad hoc reports.

• Process daily general ledger batch and other postings, Expense Reimbursement Reports and invoices to ensure timely processing. Follow up with vendors and staff on pending items. Escalate unresolved issues timely.
• Record, identify and verify financial transactions for the credit union and or affiliated entities including CUSO and foundation as assigned following applicable accounting standards and regulatory requirements.
• Perform daily account reconciliation and balancing to minimize outstanding outages. Communicate and follow up on other departments or vendors.
• Perform research and analysis to identify, communicate and resolve discrepancies or abnormalities. Be able to understand, research and explain account fluctuations. Makes adjusting entries to the general ledge as appropriate to ensure enabling timely closing of books and preparation of financial and regulatory reports ahead of strict deadline.
• Assists with financial and variance analyses and budget assistance. Provides managers with information necessary for decision-making. Perform other job duties as assigned or in support of fellow team members.
• Contribute to quality control and process improvement. Create, review and update procedures and workflows for assigned areas of responsibility at least annually.

Requirements

Experience:

A minimum of one year up to three years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses:

A college degree.

Interpersonal Skills:

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Other Skills:

• Technical knowledge of accounting regulations, policies and procedures

• Strong computer skills including accounting databases, MS Outlook, Excel, Word, and other software

• Detail- and deadline-oriented

• Ability to work both independently and in a team environment.

• Strong research, problem solving and analytical skills

• Must be able to read and carry out various written instructions and follow oral instructions in its entirety.

• Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

• Excellent written and verbal communication skills

• Prior experience in an accounting role, preferably financial institution experience, demonstrating knowledge and understanding of accounting functions and transactions, reconciliation techniques and technical accounting information.

ADA Requirements

Physical Requirements:

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions:

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements:

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Benefits

Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; full-time employees can receive up to $4,000 per year in tuition reimbursement.

Smart Financial Credit Union was ranked as Houston's Best Places to Work! Five consecutive years in a row!
Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015.

Smart Financial Credit Union was ranked USA Top Workplaces (National Award)!
Source: Houston Chronicle- 2021

Smart Financial Credit Union was ranked Top Workplaces (Regional Award)! Five consecutive years in a row!
Source: Houston Chronicle- 2016, 2017, 2019, 2020, 2021, 2022 and 2023

Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row!
Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017

Applicants must submit a resume in order to be considered for the position.

Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community.

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