Senior Accountant, Financial Services

Chevron Federal Credit Union

. Balance Credit Union daily cash flows with third parties using internal and external settlement systems and data .

Posted 10/21/2026full-timeRemote • United StatesSenior💰 $29 - $49 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accrual-based accounting, financial analysis, and month-end close processes, with strong proficiency in Excel, Power BI, and SQL for data analysis and process automation. Capable of preparing complex general ledger entries and conducting thorough reconciliations while maintaining confidentiality and effective communication.

Highest-signal resume keywords

Accrual-Based AccountingMonth-End Close ProcessesFinancial AnalysisExcel ProficiencyPower BI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

General Ledger EntriesReconciliationData AnalysisFinancial ReportingProcess AutomationVLOOKUPMacrosPivot TablesJournal EntriesBudget Preparation

Soft Skills

Problem-SolvingAttention to DetailEffective CommunicationConfidentialityEfficiency Improvement

Tools & Technologies

MS ExcelPower BIMicrosoft SQL ServerMS WordWindows Applications

Industry Keywords

Credit UnionFinancial InformationATM SettlementPayroll ActivitiesE-Verify

Tech Stack

Tools & technologies

MS SQL ServerSQL

About the role

Key responsibilities & impact

Balance Credit Union daily cash flows with third parties using internal and external settlement systems and data
Prepare daily ATM Network Settlement, ATM Foreign Network Settlement, and Fiserv Network Settlement reconciliations
Research reconciliation differences and post timely adjustments and corrections
Prepare daily deposit reconciliations for branch, mobile, ATM, and other Credit Union channels
Advise branches of deposit adjustments and required member-account postings
Create and monitor the Accounting group month-end close calendar
Compile and analyze financial information for general ledger entries involving loan, share, and investment transactions
Conduct research and analysis for financial reports
Prepare monthly dividend testing spreadsheets
Prepare complex general ledger entries during month-end processing
Analyze monthly accruals, perform quarterly true-ups, and recommend adjustments
Prepare daily Shared Branch reconciliations and clear outstanding GL items
Support payroll activities, agency correspondence, state employer accounts, reporting, work-location matrices, state POAs, employment verification, 401(k) payroll reporting, and ACA reporting
Compile financial information for daily position, internal account wire transfers, and ad hoc reports
Prepare capital budget worksheets and distribute them
Review journal entries for completeness and accuracy
Prepare bank drawdowns and wire transfers of Credit Union funds
Process GL clearing forms and daily journal entries
Perform other assigned duties

Requirements

What you’ll need

Bachelor’s degree in accounting or a related area from four-year college or university
4+ years working in an accounting department performing month-end close processes
Strong problem-solving ability
Strong attention to detail
Understanding of accrual-based accounting
Ability to analyze data, explain results, and demonstrate good business judgment
Strong Excel skillset, including VLOOKUPs, macros, and pivot tables
Process automation skills using Excel, Power BI, and SQL
Proficient in MS Word, MS Excel, and basic Windows applications
Proficiency with Power BI and Microsoft SQL Server
Ability to communicate effectively via email, chat, and online meeting applications
Ability to maintain confidentiality of member, employee, and Credit Union information
Ability to analyze processes and make efficiency improvements
Ability to work effectively with members and employees at all organizational levels
CFCU participates in E-Verify

Benefits

Comp & perks

Bonus/incentives for all regular employees
401(k) with 8% company contribution
Medical, dental, and vision insurance for employees and dependents paid at 80%
PTO and paid sabbaticals
Tuition reimbursement
Corporate Incentive Plan with annual incentive opportunity of 0–8% of incentive eligible earnings
Reasonable accommodations may be made for individuals with disabilities