Lead Accounting Representative

Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.

For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.

At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.

Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.

Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.

Join us—and experience what it means to truly love what you do.

Be an integral part of the accounting team by ensuring the accounting functions are completed efficiently within regulatory compliance guidelines in a timely and accurate manner. Ensures that accounting activities are in accordance with GAAP and established legal, regulatory, and Credit Union policies and procedures. The position is responsible for delivering outstanding internal service to fellow employees.

Essential Responsibilities:

• Prepare month-end closing of the accounting records and general ledger
• Oversee the daily activity and monthly reconciliation of correspondent banks accounts
• Monitor general ledger accounts for propriety of entries, review discrepancies and initiate solutions
• Aids and advises branch and department managers in handling accounting entries, reports, and various comparative analyses
• Review and approve prepaids, fixed assets, AP Invoices, GL Reconciliations
• Prepare and submit financial data to NCUA (5300 quarterly call report)
• Ensure accounting functions are completed in accordance with regulatory compliance
• Review, analyze, and report on variances within the financial statements for all credit union departments
• Ensure all charge off, recoveries and delinquencies are accurate and reconciled
• Manage all bank accounts for the CU, ensuring accuracy of authorized signers and compliance with banking regulations
• Oversee the Investment portfolio
• Work with IT team to ensure new products and services are set up within the core systems

Additional Responsibilities:

• Assists and support CU personnel. Responds to questions as needs.
• Partner with PFCU leaders to assist in understanding variance drivers
• Keeps management informed of area activities and of any significant problems

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:
Bachelor’s Degree

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
5 to 7 years

Specific Experience Required:

• Minimum of 5 years’ experience in accounting, finance, or related field

Other Training, Technical Skills, or Knowledge Required:

• Proficient in Microsoft Office (Word, Excel, Outlook) (Required)

Other Measurable Abilities Required:

• Organized and goal oriented
• Conflict resolution & decision-making skills

Physical Demands & Environmental/Working Conditions:
This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions. This position requires the ability to:

• move self in different positions to accomplish tasks in various environments including tight and confined spaces
• remain in a stationary position, often standing or sitting for prolonged periods
• adjust or move objects up to 15 pounds in all directions
• perform repeat motions that may include the wrists, hands, and/or fingers
• use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
• hear average or normal conversations and receive ordinary information
• prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

The hiring range for this position is $84,960 to $144,000 per year, which factors in various geographic regions. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

#li-hybrid