TITLE: SUPERVISOR - ACCOUNTING
STATUS: EXEMPT
REPORTS TO: MANAGER - ACCOUNTING
DEPARTMENT: ACCOUNTING
JOB CODE: 5012

PAY SCALE: $92,300.00 - $100,000.00 ANNUALLY

GENERAL DESCRIPTION:

The Accounting Supervisor is responsible for leading and providing oversight to the Accounting Department team members to ensure accurate, efficient, and timely completion of daily functions and account reconciliations. Performs general accounting functions and financial reporting. Assist management in identifying opportunities to streamline procedures, increase timeliness and improve accuracy. Adapt accounting functions and procedures for changes in operational activities and provides input to management on staffing assignments that better match employees’ skills, experience, and career development goals. Coordinate with other departments as necessary to ensure accounting activities are accurately reflected and properly flow through accounting systems. May be required to lead or contribute to projects and audits with staff from Accounting or other departments. Embrace and embody Golden 1’s mission, vision, and core values.

The four key objectives of an Accounting leader at Golden 1 Credit Union are:

1. Elevate to a High-Performing Team – Manage, develop, and coach talent.
2. Take Ownership– Own the process within the role mandate and in coordination with your leader.
3. Execute Excellent and Efficient Processes – Be the owner of the processes including all requirements, systems, execution outcomes, member experience, metrics, reporting and communication.
4. Cultivate our culture of caring with heart, servicing with pride and delivering with excellence.

TASKS, DUTIES, FUNCTIONS:

1. Lead Accounting Department team members in meeting the credit union’s strategic goals by:

• Creates a motivational atmosphere that leads by coaching, training, counseling, monitoring and positive feedback/evaluations to team members.
• Maintains an effective and open working environment, promoting teamwork and communication among team members.
• Communicates and interacts with Manager and staff to develop, implement and monitor annual goals and objectives.
• Administer, process, and maintain staff payroll, personnel reports and management analysis and summary reports. 
• Oversee departmental job functions for compliance, timeliness and accuracy.
• Identify, investigate, and respond to and or resolve problems and complaints.
• Report/escalate any potential issue that may affect system integrity or accurate reporting using established procedures.
• Approve department work and monitor employee overtime.
• Ensure all hardware and software is maintained in excellent working condition.
• Occasionally communicate to Senior Management items relating to product, services and industry trends as well as inquiries, follow up on escalated issues.
• Monitor and control the efficient use of supplies and equipment.
• Occasionally update peers or superiors at meetings or in writing on Accounting Department initiatives.

2. Foster a caring and engaging work environment for every team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale.

• Lead and mentor staff to achieve the credit union’s strategic goals through coaching, training, and development.
• Foster a positive, open, and collaborative team environment that promotes communication, teamwork, and professional growth.
• Offer guidance and support to help team members grow and improve in their roles.
• Identify and address staff development needs and implement training programs to ensure the team’s ongoing success.
• Develop and implement individual performance plans, aligning them with department goals.
• Provide regular feedback, coaching, counseling, and disciplinary actions when needed, ensuring team performance and accountability.
• Prepare timely employee performance evaluations and make recommendations for employee promotions. 
• Hire staff.

2. Oversee, monitor, review, and approve the following functions:
• Research and resolution of moderately complex issues and outages.
• General ledger reconciliations.
• Data entry and recordkeeping.
• Journal entries.
• Accounting department projects.
• Daily, weekly, monthly, quarterly, and annual accounting reports.
• Maintenance of current procedure manual for all staff functions.
• Updates to procedures in response to changes in operational activities, corporate policy, or technological upgrades.
• Maintenance of sub-ledgers.
• Process improvements and implementation of controls to accounting systems and procedures to mitigate/resolve systemic issues and outages.
• Preparation of audit work papers/computer spreadsheets for outside auditors.
• Compliance with applicable standards, rules, regulations.
3. Coordinate with other departments as necessary to ensure accounting activities are accurately reflected and properly flow through accounting systems.
4. Assist with regulatory examinations, annual independent audits, and internal audits, as assigned.
5. Assist Controller in updating corporate policies and processes, as assigned.
6. Assist in the preparation and review of the annual budget and other projections as requested by management.  
7. Assist with regulatory examinations, annual independent audits, and internal audits as necessary. This includes assisting in the development of the audited financial statements including footnote calculations and narratives. Research and develop new footnotes from accounting literature, as applicable.
8. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
9. Communicate issues timely and via proper escalation channels (i.e., Operational and Member Impact Alerts).
10. Ensure compliance with, and efficacy of, internal controls.
11. Conduct special studies, projects, ad-hoc reporting, reviews, analyses, and all other duties, as assigned.
12. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:

1. Effective oral and written communication skills required to manage and evaluate staff, make presentations, prepare recommendations, perform analysis, and accomplish other managerial functions as listed.
2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as personal computer, multi-use copiers and telephone.
3. Ability to work under pressure and tight deadlines. May be required to work extended hours to complete tasks and must be able to work on own initiative.
4. Makes sound decisions in the absence of detailed instructions.
5. Plans and organizes work with little or no assistance and requires minimal supervision.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: All levels of staff.
2. EXTERNAL: Members, vendors, suppliers, government agencies, credit union, industry associations, and peers at other financial institutions.

QUALIFICATIONS:

1. EDUCATION: Bachelor's Degree in Accounting or related field required.

1. EXPERIENCE: Five or more years of progressively increasing responsibilities in accounting ideally gained in a financial institution or equivalent experience preferred. Leadership experience or responsibility in a supervisory role preferred.
2. KNOWLEDGE/SKILLS:

• Excellent oral, presentation, and writing communication skills required to interact with members, credit union staff and management, and vendors.
• Strong research, analytical, planning, and organizational skills.
• Ability to use logical reasoning when interpreting facts.
• Independent worker with ability to be flexible and work in a team environment.
• Quick learner, responsive, ability to multi-task, and time management skills.
• Ability to meet deadlines.
• May be required to work extended hours to complete tasks.
• Must possess sufficient manual dexterity to skillfully operate a personal computer and standard office equipment including 10-key calculator, telephone, and copier.
• Excellent personal computer skills, including Excel, Word, PowerPoint and Outlook.
• Strong knowledge of existing credit union products, services and overall operational guidelines, including commonly used financial industry concepts and practices
• Knowledge of GAAP, financial analysis, budgeting, and credit union accounting policies and practices.
• Strong knowledge of accounting operations and systems within a financial institution.
• Strong interpersonal skills.

PHYSICAL REQUIREMENTS:

1. Lifting up to fifteen pounds without assistance.
2. Prolonged sitting throughout the workday with occasional mobility required.
3. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
4. Corrected vision in normal range required to read and review logs, general ledger documents, and perform other related tasks pertaining to this functional area.
5. Hearing in normal range to handle moderate telephone contact. A device to enhance hearing will be provided if needed.
6. Ability to travel for business, as needed to attend meetings, seminars, conferences, training classes, etc.
7. Long work hours may be required to complete assigned tasks.

LICENSES/CERTIFICATIONS:

None

#LI-Hybrid

THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE.  HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

REV. 7/8/2025