Senior Accountant

Location: Oakland, CA – Credit Union

About Us

A member-focused credit union serving Oakland and the broader Bay Area community. We pride ourselves on financial integrity, regulatory compliance, and responsive service to our members.

Position Summary

The Senior Accountant plays a critical role in our Finance & Accounting team, managing month-end close, general ledger maintenance, regulatory reporting, and internal controls for a growing credit union. This role reports to the Accounting Manager or AVP, Finance & Accounting, and collaborates across departments.

Key Responsibilities

• Lead the monthly, quarterly, and year‑end close process: prepare journal entries, post adjustments, and analyze P&L and balance sheet variances under GAAP
• Manage general ledger and bank reconciliations, investigating and resolving discrepancies in a timely manner
• Prepare and analyze financial statements and management reports, offering variance analysis and  
• Handle planning, forecasting and variance analysis for various functional areas.
• Support internal and external audits, exams, and testing; respond to audit inquiries with appropriate documentation and schedules
• Document, maintain, and improve accounting policies, procedures, and internal controls, advising on risk reduction and process efficiency
• Provide mentorship and guidance to junior accounting staff, cross-train where applicable, and coordinate tasks to support continuity
• Participate in special projects and cross-functional initiatives, such as process automation, systems integration, or profitability modeling

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
• 5–8+ years of progressive accounting experience, ideally within a credit union, bank, or similar financial institution
• Deep knowledge of GAAP and credit union‑specific accounting practices and regulatory requirements (e.g. ALLL, NCUA reporting, OFAC/BSA/AML)
• Advanced skills in Microsoft Excel (pivot tables, VLOOKUP, macros) and comfort with accounting software.
• Experience with accounting and forecasting systems
• Excellent analytical abilities, strong attention to detail, and the ability to manage multiple deadlines.
• Outstanding communication and interpersonal skills; ability to collaborate effectively across teams

Preferred Skills & Attributes

• CPA credential or actively working toward certification.
• Experience with audit preparation, exam coordination, and regulator interaction.
• Ability to lead process improvement initiatives—identifying inefficiencies and implementing streamlined workflows.
• Cross-functional mindset: flexible, adaptable, and member-service oriented.

What We Offer

• Competitive salary range (~$90K–$120K depending on experience and certifications).
• Health, dental, vision benefits; retirement plan with employer match.
• Generous paid time off and holidays
• Opportunities for professional development and internal growth.
• Supportive, team-oriented culture focused on community and member service.