Description
At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position is responsible for various accounting and reporting functions with a focus on ensuring the timely and accurate delivery of financial statements while developing processes to promote efficiency.
Specific Accountabilities
- Deliver outstanding service to both internal and external customers, focus on clear communication and proactive problem solving
- Research and resolve complex accounting issues, including designing and/or improving accounting processes
- Collaborate on cross-functional teams to identify and drive continuous improvement initiatives
- Analyze, dissect, and summarize both financial and non-financial information to find correlations and irregularities
- Manage and/or assist on special projects as assigned
- Prepare various regulatory and financial reports to communicate financial information in a manner that can be used to direct operations, as well as comply with regulations
- Perform accounting functions and complex calculations and reconciliations
- Lead and manage staff in accordance with the Allegacy policies and applicable laws
- Evaluate internal procedures and identify opportunities for operational and technology improvements
- Review, report and address financial variances and trends
- Perform other projects and responsibilities as directed by the Controller
Requirements
Knowledge, Skills and Abilities
- Intermediate to advanced level of Microsoft Excel
- Ability to learn and use various report writing software
- Excellent analytical and problem solving skills
- Must demonstrate a high sense of urgency and work ethic
- Ability to multi-task and handle multiple priorities simultaneously
- Ability to work effectively in team environment
- Ability to conduct business in a professional and positive manner, exercising personal discretion and independent judgment
- Ability to work overtime as required to meet closing and project deadlines
- Willingness to learn new skills and take on additional responsibilities
- Excellent verbal and written communication skills and exceptional organizational skills
- Comprehensive knowledge of FASB Accounting Rules and GAAP
- Sage Intacct experience is a plus
Education and Experience
- Bachelor’s degree in Accounting or Finance equivalent experience
- 8-10 years general ledger accounting experience
- 5-10 years of leadership experience with Accounting Staff
- 5-10 years of experience with Cost Accounting
- Preferred: Financial institution accounting experience
Skills Required
- Bachelor's degree in Accounting or Finance equivalent experience
- 8-10 years general ledger accounting experience
- 5-10 years of leadership experience with Accounting Staff
- 5-10 years of experience with Cost Accounting
- Comprehensive knowledge of FASB Accounting Rules and GAAP
- Intermediate to advanced level of Microsoft Excel
- Ability to learn and use various report writing software
- Sage Intacct experience is a plus
What We Do
Allegacy Financial is a comprehensive banking and financial partner offering personal, small business, commercial, and wealth management services, focused on building lifelong relationships and helping North Carolinians thrive.
