Accounting Officer

## Description **Respect. Integrity. Ethics. Compassion. Humor.**At Central Willamette Credit Union, our values aren’t slogans—they shape how we show up for each other, our members, and our community. Our purpose is simple: build local loyalty, connect to community, and make life easier for those we serve. We hire people who like solving problems, embrace change, stay curious, and can enjoy a good laugh while doing meaningful work. ### What We Offer - Vacation: 2 weeks (Year 1), 3 weeks (Year 2), 4 weeks (Year 3) - Paid time off: 10 paid holidays + 5 paid sick days annually - Benefits: Medical, dental, and vision starting the 1st of the month after hire - Upon completion of your 6^th^ month of employment, you’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary. - Incentive: Semi-annual bonus up to 5% of annual salary - Professional growth: Training and development support ## Position Purpose The Accounting Officer partners closely with the Controller and CFO to maintain accurate financial operations, strengthen internal controls, support reporting and analysis, and contribute to a constructive, human-centered culture. This role coordinates with Operations/Branches, IT/Systems, and Compliance/Risk/Information Security to resolve issues, improve processes, and protect confidential information. The Accounting Officer also supports interactions with external auditors, examiners/regulators, and vendors/service providers through organized documentation and timely follow-up. ## Essential Functions & Responsibilities Accounting Operations, Reconciliations & Daily Controls (25%) - Review and approve daily and monthly accounting entries; investigate discrepancies and ensure timely resolution with appropriate accountability. - Complete and/or approve daily, weekly, and monthly GL certifications as assigned; apply strong control awareness. - Monitor and verify completion of all departmental GL certifications. - Ensure timely completion of Accounting Work Orders; partner with Accounting staff and cross-functional teams; communicate status and risks proactively. - Approve outgoing wires up to established limits using sound judgment, documentation, and strict confidentiality; escalate exceptions to the Controller. ### Month-End Close, Financial Reporting & Analysis (25%) - Oversee assigned month-end close activities and required reporting in coordination with the Controller and Accounting team; maintain accuracy and timeliness consistent with GAAP. - Provide reporting, planning, and analytical support to the Controller and CFO; communicate clearly while balancing deadlines and stakeholder needs. - Partner with impacted departments to validate transactions, timing, and supporting documentation. ### Mentoring, Training & Functional Support (Non-Supervisory) (15%) - Provide training, mentoring, and day-to-day functional support to Accounting staff on procedures, reconciliations, documentation standards, and workflow/system questions. - Promote consistent work practices and knowledge sharing while maintaining appropriate boundaries; model confidentiality and judgment. - Contribute to a positive, collaborative team environment and use appropriate humor to support constructive communication. ### Regulatory Reporting & Tax Support (15%) - Assist with preparation of the Quarterly 5300 report, ensuring completeness, accuracy, and timely submission in partnership with the Controller and (as needed) Compliance/Risk. - Support annual Form 990 filing by compiling/validating documentation, coordinating inputs, and communicating progress and timelines. ### Audit/Exam Support & Issue Follow-Up (15%) - Support external audits and examinations by compiling, organizing, and validating requested materials; coordinate with internal partners while maintaining confidentiality. - Assist with…