Senior Staff Accountant

POSITION:                   staff accountant              

FLSA:                                    Non-Exempt

REPORTS TO:                      Accounting Manager

BRANCH:                             Finance

DEPARTMENT:                   Accounting    

TEAM:                                  Accounting

Last Date Revised:              4/1/2025

POSITION SUMMARY

The Staff Accountant handles a variety of duties to assist the Accounting Team in handling accounting tasks for CU*Answers, its partners, and clients. 

ESSENTIAL JOB FUNCTIONS

1. Perform various accounting and clerical functions as assigned by the CFO, VP of Finance, and Accounting Manager, including accounts payable, client billing, purchase orders, filing, end-of-month reporting, data entry, cash receipts, bank deposits, account reconciliations and other duties as required. 
2. Contribute to the development and maintenance of the Accounting Home Page on the Talent Source Portal including job procedure/policy documentation and assisting with the development of the home page so it can be utilized as a source of information company wide.
3. Maintain a positive contribution as a member of the Accounting Team and complete all tasks assigned by management to meet team objectives including participation and contribution to monthly team meetings.
4. Contribute to Accounting Team Reports
5. Perform additional duties as assigned to support organizational goals and evolving business needs.

JOB qualifications 

1. High School graduate, GED, or equivalent work experience.  Equivalent work experience equal to 1-2 years of prior office experience with a focus in business administration, Accounting or finance. 
2. Two-year degree in a business-related field is preferred.
3. 1-2 years of payroll or accounting experience is preferred.
4. Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint).
5. Experience with Microsoft GP: Dynamics is preferred.
6. Excellent attention to detail and accuracy.
7. Ability to function in a high volume/fast paced environment.
8. Ability to manage and meet multiple deadlines.
9. Excellent verbal and written communication skills 
10. Ability to compose single correspondence or other materials as directed.
11. Ability to deal with external clients as well as internal staff.
12. Excellent attention to detail and accuracy.
13. Ability to use discretion when dealing with sensitive or confidential data.
14. Ability to work effectively with other CU*Answers teams.
15. Ability to operate telephone, photocopier, fax machines and PC workstation.
16. Regular and predictable attendance.
17. Embrace and adhere to the company mission and the seven cooperative principles of a cooperative.

Business Continuity Responsibilities 

Responsible for duties as outlined in the Team Roles and Responsibilities section of the CU*Answers Business and Continuity Recovery Plan.  

WORK ENVIRONMENT & PHYSICAL ACTIVITIES Notice

CU*Answers operates in a professional office building setting.  Some job assignments at CU*Answers 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*Answers is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.

Physical Demands: While performing the duties of this position, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone. The employee must be able to see within normal vision range. The individual must have manual dexterity to operate a keyboard and mouse. 

Communication and Contact: The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the Company.

Relationships with Others: The employee works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company. The employee exhibits a professional manner in dealing with others and works, to maintain constructive working relationships. 

Notice

This job description is not intended to be, nor should be construed as a contract for employment.  Employment at CU*Answers is on an at-will basis, unless otherwise stated in a written individual employment agreement signed by the CEO of the company. CU*Answers 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*Answers has defined this position to be. 

CU*Answers will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do 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*Answers 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*Answers, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship. CU*Answers is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. CU*Answers is an Equal Opportunity Employer.  CU*Answers is an Equal Employment Opportunity employer that supports the unique perspectives and experiences from all employees and supports a collaborative community spirit.  All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any status or condition protected by appliable federal, state or local laws.