Job Description

DISCOVER A CAREER WITH CU*SOUTH

At CU*SOUTH, we're more than just a Credit Union Service Organization (CUSO); we're a community united by a mission to strengthen and grow credit unions everywhere. Every role within our organization is backed by our steadfast philosophies - from our team who bring years of professional experience to our dynamic, customer-focused culture that's rooted in responsiveness and loyalty. Our working environment celebrates those who can pivot, innovate, and act swiftly, ensuring we remain at the forefront of the credit union industry. 

Joining CU*SOUTH isn’t merely about finding a job—it’s about discovering a purpose. Here, you’ll have the opportunity to evolve professionally and personally, backed by a supportive team that is unafraid to be progressive. Working for a CUSO, especially one as dedicated as CU*SOUTH, offers a unique chance to serve. With us, you’re not just contributing to our growth; you’re actively playing a role in elevating the credit union community, impacting countless members and institutions alike. Become a part of our team, where service and growth go hand in hand, and craft a fulfilling career that truly makes a difference. 

POSITION DESCRIPTION

1. Coordinate and maintain an accounting system that properly reflects the financial position of each client by:
   1. Preparing and examining accounting records, financial statements, and other financial reports.
   2. Assisting in the development, implementation, and evaluation of policies and procedures for the accounting department. Ensuring that policies and procedures reflect current regulations and that the accounting procedures are in strict compliance with GAAP.
   3. Assisting with financial reporting, financial analyses, cash management, and forecasting reports on a monthly, quarterly, and annual basis.
   4. Assisting with general ledger reconciliations, analysis of financial accounts, and preparation of journal entries.
   5. Provide end-of-month close and assist with monthly financial statements.
   6. Assisting the CFO Advisor with budgets and periodic analysis of budget variances.
   7. Conducting special accounting studies, analyses, and special projects as requested by management.
   8. Supporting the CFO Advisor with Client Relationships.
   9. Responsible for providing prompt, professional, helpful, knowledgeable, and courteous service to members and coworkers.
2. Quarterly 5300 Call Report Preparation.
3. Take responsibility for increasing job knowledge, familiarity with credit union operations, training and problem-solving skills.
4. Properly and effectively track time spent, detailed task management, and project statuses within established Project Management Software in accordance with documented policy and standards.
5. Other duties assigned.

SERVICE LEVEL AGREEMENT

Internal

1. Uphold CU*SOUTH Code of Conduct and PRAISE Core Values.
2. Provide same-day response to all internal inquiries received by noon that day, provide next-day response to all others, establishing priority to urgency on all requests.
3. Provide internal support to all CUSO Development lines of business accordingly, to advocate and encourage internal collaboration.

External

1. Uphold CU*SOUTH Code of Conduct and PRAISE Core Values.
2. Adhere to timelines provided to Clients and communicate necessary changes to implementation timelines clearly and effectively.

JOB QUALIFICATIONS

1. High School graduate or equivalent is required.
2. B.A. in Accounting, Business Administration or equivalent and five years’ related accounting experience preferred.
3. Prior job experience in the credit union/banking back-office accounting is required. 
4. Familiarity with credit union operations, regulations, and frontline job roles preferred.
5. Excellent written, verbal, and non-verbal communication skills is required.
6. Must be willing to travel to client sites to provide training and support as needed.
7. Ability to use discretion when dealing with sensitive or confidential data is non-negotiable.
8. Fundamental knowledge of GAAP.
9. Proficient with MS products.
10. Detail and deadline-oriented
11. Strong analytical and problem-solving skills
12. Excellent verbal and non-verbal communication skills are required.
13. Thoroughness, excellent attention to detail, and good problem-solving skills are required.

WORK ENVIRONMENT & PHYSICAL ACTIVITIES

CU*SOUTH operates with a hybrid workforce strategy. Some job assignments at CU*SOUTH are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. CU*SOUTH is committed to working with its employees to reasonably accommodate their needs to perform effectively.

Notice: This job description is not intended to be, nor should it be construed as a contract for employment. CU*SOUTH makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what CU*SOUTH has defined this position to be.

CU*SOUTH will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless doing so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify CU*SOUTH in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. CU*SOUTH , thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.

CU*SOUTH is willing to accommodate disabilities to the extent a credit union service organization can without impacting financial control or client service. CU*SOUTH is an Equal Opportunity Employer.

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