Director, Accounting Operations and Financial Systems

First Tech Federal Credit Union
paid time off, 401(k)
United States, Oregon, Hillsboro
Jan 10, 2025
Description The Director, Accounting Operations and Financial Systems directs the activities of a team of accountants and managers, responsible for managing complex accounting and financial processes including financial transactions, account reconciliations, administration and integration of First Tech's core banking applications to the Oracle ERP and EPM accounting systems and provides support for audits and exams. Here's what you can expect from the job and what you need to be successful: Job Duties Provide oversight and direction to accounting and financial close processes including consolidation of financial statements and related information and deployment of required system changes with short timeframes and a focus on accuracy and quality. Consistently analyzes, measures and tracks department performance Review and ensure financial statements produced are consistent with GAAP, including reporting on and communicating to leadership identified accounting corrections and ensure variance analysis explanations are accurate and presented in financial statements close call Coach and mentor a team of high-performing and engaged employees and managers through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance and engagement; provide coaching and corrective action as required; engages employees to support employee professional growth and identify areas of development Support external accounting requirements and maintain core banking applications to ensure compliance with GAAP Maintain and identify newly required processes and procedures to ensure effective ongoing business controls and accounting data integrity. Recognize and manage risk within accounting operation transactions escalating, as needed Maintain and enhance internal and external business relationships to ensure alignment with business and department priorities and to ensure effective cross-departmental communication and a strong Sarbanes Oxley internal control environment. Create and deliver executive-level presentations reporting results and/or propose changes in operations, products and programs Manage operations of the team to ensure timely completion of daily, monthly, quarterly and annual close activities and ensure appropriate workload balancing and cross functional coverage. Review reconciliations and financial statements to ensure compliance with GAAP and internal policies. Identify and implement process improvements to advance efficiencies or reduce exceptions in reconciliations Manage operations of the team to ensure timely completion of investor reports and delivery of wires consistent with Fannie Mae, Freddie Mac and/or third party servicing agreements Partner and actively collaborate with leaders in businesses, channels and functions to ensure the team gets the support needed from other departments while resolving complex reconciling items, technical accounting issues and deploying new products or processes. Initiate and lead meetings by setting an agenda, identifying topics of discussion, documenting action items and ensuring action items timely completion. Manage actions associated with core banking platforms, new products and processes to ensure that they are properly integrated to the general ledger in compliance with GAAP. Ensure financial transactions are designed to produce the most efficient outcome and that the control environment is maintained or enhanced Monitor and, as needed, build mechanisms to establish and manage financial controls (e.g. segregation of duties, periodic contingency reviews, organization self-audits, balance sheet reviews, criteria for determining acceptable risk) System oversight and maintenance of Oracle ERP and EPM environments. Ensure that new system functionality is adopted in a timely manner without exception, and identify opportunities for improved efficiencies Partner and serve as a point of contact for auditors and regulators to fulfill audit requests. Support a culture of safety and soundness by demonstrating strong audit compliance Perform research and interpret technical accounting topics to recommend changes or create accounting policies that are consistent with GAAP or to address new accounting transactions Essential Skills Minimum 8 years' experience in full-cycle accounting, including 5 years managing an accounting department for a mid to large size organization, preferably in the financial services industry; experience working with a Big 4 public accounting/audit firm Advanced knowledge of GAAP and experience researching, evaluating and assisting with implementing new accounting analyses and methodologies consistent with GAAP. Ability to perform technical accounting research on particular business topics and provide recommended actions Advanced knowledge in using or applying technology to analyze data and improve accounting/business processes that create reconciling exceptions or financial loss. Strong knowledge and experience working with automated business function systems feeding journal entries to the general ledger Experience in fostering internal and external business partnerships to ensure alignment with business priorities and to achieve successful cross- functional communication Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop, motivate and empower employees to perform their best. Strong experience delivering executive-level presentations to report results or proposed changes. Able to articulate complex concepts while tailoring the message to different audiences including senior leaders and other departments Experience applying influencing skills to accomplish personal, team and First Tech initiatives while adapting to varying leadership styles, driving action and creating win-win outcomes Strong experience preparing and reviewing financial statements and related footnotes Strong knowledge of automated financial planning, reporting, and accounting systems Ability to identify and prioritize strategic plans and processes required to implement long term team goals and ensure team planning aligns with Credit Union goals Advanced knowledge of financial and accounting policies, internal controls, and procedures. Advanced knowledge of loan investor reporting Advanced knowledge of data collection methodologies and business processes feeding to the general ledger Advanced knowledge project management skills to review, communicate and present action plans Advanced knowledge to use project management skills to initiate, manage and complete projects Strong knowledge to organize, analyze and interpret data to explain complex irregularities or financial trends Strong experience in using data to provide insights and make business recommendations or process improvement Advanced knowledge with automated financial planning, reporting, and accounting systems. Experience with maintenance and support of Oracle ERP general ledger and EPM financial system or equivalent platform, preferred Advanced knowledge of Microsoft Office Suite; advanced knowledge of Excel and PowerPoint; Some knowledge of Microsoft Visio and process flow diagrams Knowledge of state and local taxes, including property taxes, back-up withholding, etc. Minimum Education : Bachelor's degree in Finance, Accounting, or Business Administration required. Masters Business Administration is strong preferred Certification/License: CPA preferred Location: Hillsboro, OR 97124 \| (HYBRID) Target Compensation in Hillsboro, OR: $145k - $160k annually + annual bonus Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click hereto learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position #LI-KW1