Description
Xtend is looking for a Bookkeeping Specialist III to support credit unions by performing advanced accounting operations, reconciliations, and financial processing. This role is ideal for someone who enjoys solving complex problems, working with financial data, and making a direct impact on the success of our credit union partners.
You'll work with experienced professionals while supporting month-end processes, general ledger balancing, post-conversion activities, auditing, and continuous process improvements.
What You'll Do
- Complete month-end accounting and reconciliation activities for multiple credit unions.
- Perform general ledger balancing and exception processing with a high degree of accuracy.
- Support newly converted credit unions with post-conversion accounting and balancing.
- Prepare reconciliation packets and maintain financial processing documentation.
- Perform daily audits and quality control to ensure processing deadlines are met.
- Assist with quarterly Call Reports and Shared Branching maintenance.
- Create and update processing guides and operational procedures.
- Provide backup support for Accounting Operations Specialists across the team.
- Participate in special accounting projects and process improvement initiatives.
- Collaborate with teammates to deliver exceptional service to our credit union clients.
What You'll Bring
- High school diploma or GED required.
- Associate degree in Business, Accounting, Finance, or related field preferred.
- Experience in bookkeeping, accounting operations, or financial services.
- Excellent attention to detail and organizational skills.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple priorities while meeting deadlines.
- Professional written and verbal communication skills.
- Experience working with credit union core systems, including CU*BASE, is preferred.
- Ability to maintain confidentiality while handling sensitive financial information.
Why Xtend?
At Xtend, you'll be part of a team that helps credit unions serve their members more effectively. We offer opportunities to learn, grow, and expand your expertise while working in a collaborative environment where your contributions make a real difference. If you're looking for a career where you can use your accounting knowledge, strengthen your technical skills, and support organizations that serve communities across the country, we'd love to hear from you.
Requirements
WORK ENVIRONMENT & PHYSICAL ACTIVITIES
Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
Notice
This job description is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.
Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.
Xtend is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer
Skills Required
- High school diploma or equivalent and 1-2 years prior office experience focused on bookkeeping or accounting
- Two-year degree in a business-related field or equivalent work experience
- Knowledge of exception processing and general ledger posting and balancing
- Experience processing month-end services, conversion posting, daily auditing, Call Reports (5300), and shared branching
- Ability to work off-hours to complete daily procedures and meet deadlines
- Ability to use discretion when handling sensitive or confidential financial data
- Excellent attention to detail and accuracy
- Proven written and verbal communication skills and ability to create processing guides and train staff
- Manual dexterity and hand-eye coordination for repetitive data entry and precise document handling
- Experience with credit union core data platforms (CU*BASE experience preferred)
- Demonstrated initiative in growing job knowledge and analytical skills
What We Do
Xtend is a Credit Union Service Organization (CUSO) that was founded in 2002. We were imagined and created in Grand Rapids, Michigan. We can proudly say we are collectively owned by our clients, and we act as a shared resource for over 300 credit unions across the United States. We offer a wide range of products and services from our departments: Communications, Data Analytics, Contact Center, Bookkeeping, and Shared Branching. We are all about extending a helping hand including, driving leads and member engagement, analyzing your data, servicing members via phone or chat, and working the back-office.
