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Prepares financial statements, regulatory reports, journal entries, reconciliations, and NCUA 5300 Call Reports. Reviews general ledger activity, supports audits and budgeting, performs variance analysis, strengthens internal controls, documents accounting procedures, and identifies process improvements. Provides financial analytics to business units, resolves account discrepancies, presents financial recommendations, and mentors junior accounting staff while ensuring GAAP and regulatory compliance.

Supports credit union compliance, risk management, AML/BSA, OFAC, CIP, and vendor management programs. Reviews vendors, fraud cases, alerts, CTRs, memberships, daily files, and regulatory requirements. Researches banking regulations, communicates regulatory impacts, supports compliance reviews, maintains record-retention adherence, and helps implement new requirements. Provides guidance to staff, handles confidential information, and assists with compliance projects and administrative tasks.

Performs daily reconciliation, balancing, settlement, and transaction execution across ACH, ATM, wire, Zelle, foreign currency, and corporate credit union accounts. Processes wire transfers, supports cash positioning, bank reconciliations, cash allocations, liquidity monitoring, and short- and medium-term cash flow forecasting. Assists with balance sheet management reporting and strategy implementation, maintains settlement documentation, reviews ATM settlement reports, and supports accounts payable controls and vendor payments.

Supports members across multiple credit union branches by processing transactions, handling account and consumer loan intake, recommending financial products, cross-selling services, managing digital inquiries, and referring commercial lending opportunities. The role requires regular travel, flexible scheduling, cash handling accuracy, regulatory compliance, branch opening and closing, community engagement, and consistent service during staffing shortages.

Leads full-cycle talent acquisition, including sourcing, screening, interview coordination, offers, college partnerships, recruitment events, and internship programs. Manages Paylocity ATS workflows, candidate pipelines, recruiting metrics, onboarding support, and compliance. Partners with hiring managers and HR leaders to develop workforce strategies, improve candidate experience, maintain compliant hiring practices, and strengthen diverse talent pipelines.

Leads the Credit Union’s Enterprise Risk Management program, overseeing operational, regulatory, vendor, liquidity, strategic, compliance, and legal risks. Advises executive leadership, strengthens policies and internal controls, supports cybersecurity and data governance, manages regulatory examinations, and promotes organization-wide risk awareness. The role also oversees risk, compliance, vendor management, and legal functions while supporting business continuity, strategic initiatives, and responsible innovation.

Supports members across multiple credit union branches by processing transactions, handling account and consumer loan intake, recommending financial products, cross-selling services, managing digital inquiries, and referring commercial loan opportunities. The role requires regular travel, flexible scheduling, cash handling, regulatory compliance, branch opening and closing, community engagement, and consistent service delivery across varied branch environments.