Senior Accountant

Pacific Service Credit Union

. Independently perform and review complex accounting activities supporting accurate, timely, and controlled financial reporting .

Posted 10/24/2026full-timeConcord • California • United StatesSenior💰 $91,000 - $119,385 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in complex accounting activities, including general ledger accounting, reconciliations, and financial statement preparation, while ensuring compliance with U.S. GAAP and regulatory requirements. Proficient in utilizing advanced Excel functions and accounting software to support accurate financial reporting and analysis.

Highest-signal resume keywords

General Ledger AccountingFinancial Statement PreparationU.S. GAAP KnowledgeAdvanced Microsoft Excel ProficiencyCPA or CMA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Journal EntriesAccount ReconciliationFinancial AnalysisMonth-End Close ProcessesTax FilingsRegulatory ReportingInvestment AccountingLoan AccountingData ValidationError Checking

Soft Skills

Excellent Communication SkillsProblem-Solving AbilityTeam CollaborationConstructive Feedback

Tools & Technologies

Microsoft Office SuiteAccounting SoftwareSymitar SoftwarePower Query

Certifications & Qualifications

CPACMA

Industry Keywords

Financial InstitutionsCredit UnionNCUA RegulationsAnti-Money Laundering LawsBank Secrecy Act

About the role

Key responsibilities & impact

Independently perform and review complex accounting activities supporting accurate, timely, and controlled financial reporting
Prepare, review, and post recurring, accrual, amortization, reclassification, and other complex journal entries
Research accounting issues, evaluate transactions, and assist management with appropriate accounting treatment
Prepare and maintain detailed general ledger account reconciliations
Investigate and resolve reconciling items and accounting discrepancies
Maintain the fixed assets system and post related general ledger entries
Assist with monthly financial statements and management reports
Own assigned components of monthly, quarterly, and year-end close, including supporting schedules, variance analysis, unusual-activity review, open-item resolution, and deadline completion
Develop and maintain accounting procedures and internal controls
Support allowance-for-credit-losses and CECL accounting and reporting
Maintain accounting for investments and related income, premiums/discounts, fair-value adjustments, and other investment activities
Prepare, review, and reconcile regulatory reports and supporting schedules, including applicable NCUA Call Report schedules
Assist with loan-related accounting, including loan fees, deferred costs, charge-offs, and recoveries
Prepare audit and examination schedules, respond to requests, explain accounting processes and balances, and resolve follow-up items
Assist with tax returns and related tax schedules
Identify control weaknesses and process-improvement opportunities and communicate recommendations
Participate in or lead system implementations, upgrades, conversions, and finance-related projects
Manage the end-to-end unclaimed-property (escheatment) process
Verify outgoing member wires and process corporate wires under authorization, dual-control, security, and policy requirements
Maintain the Chart of Accounts and communicate approved changes
Administer assigned accounting-system user access in accordance with role-based access and segregation-of-duties requirements
Compile and validate information for weekly and monthly rate changes and communicate updates
Collaborate across departments to resolve financial inquiries
Review selected work prepared by accounting team members and provide constructive feedback
Maintain process documentation and cross-train team members
Provide management backup and perform special projects as directed
Comply with applicable accounting standards, regulatory requirements, credit union policies, and anti-money laundering laws

Requirements

What you’ll need

Bachelor’s degree in accounting or a closely related discipline with sufficient accounting coursework, or an equivalent combination of relevant education and progressively responsible accounting experience, required
Minimum of four (4) years of progressively responsible accounting experience, including substantial responsibility for general ledger accounting, reconciliations, month-end close, financial statement preparation, and financial analysis
Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP or comparable lookup functions, SUMIFS, data validation, error checking, and analysis of large data sets
Excellent oral and written communication skills
Proficiency in computer programs such as Microsoft Office Suite
Strong working knowledge of U.S. GAAP and accounting practices applicable to financial institutions
Knowledge of NCUA financial and regulatory reporting requirements
Experience with accounting software, core financial systems, and financial reporting applications
In-depth knowledge of month-end closing processes, including journal entries, reconciliations, and financial analysis
Experience with loan, investment, deposit, and other financial institution accounting
Experience assisting with external audits, regulatory examinations, and tax filings
CPA, CMA, or active progress toward a relevant professional certification preferred
Experience in a credit union, bank, or other regulated financial institution preferred
Experience with Power Query or similar data-transformation tools preferred
Knowledge of Symitar software strongly preferred
Ability to recognize, analyze, and resolve discrepancies between third-party records and credit union records
Ability to maintain confidential and sensitive information and meet deadlines in a fast-paced environment
Ability to lift and carry materials weighing up to 30 lbs occasionally
Less than 5% local travel required
Must comply with anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act

Benefits

Comp & perks

97% premium employer-paid medical insurance for full-time employees
100% employer-paid dental, vision, disability, and basic life insurance for full-time employees
Low monthly premium for eligible dependents
3% employer 401(k) contribution regardless of employee contributions
75% 401(k) contribution match up to the first 3% of eligible compensation, increasing up to 6% after three years of service
Annual organizational-goal bonus program
Tuition reimbursement after six months of service
Employee recognition program
Employee referral bonus
Student loan repayment assistance after six months of service
Consumer loan rate discount
More than two weeks of vacation per year for full-time employees
11 paid holidays
10 days of sick leave
Telecommute policy eligibility
Adjustable sit/stand desk options may be available