Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve from Mobile County, Alabama to Leon County, Florida.

Careers
Do you have a passion for helping others?
Currently, PenAir provides access to 11 convenient locations in Baldwin County, AL and Escambia and Santa Rosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Formal Career Development Resources
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

• Generous PTO Plan—20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Competitive medical, dental & vision plans
• Company paid Telehealth services.
• Company paid Short Term Disability
• And more……….!

About the role:

Leads monthly, quarterly, and annual close processes, ensuring accuracy and compliance while optimizing operational efficiency. Conducts comprehensive financial analysis, identifying trends and variances to provide actionable recommendations. Spearheads special projects, ensuring adherence to accounting standards and seamless data conversion. Keeping abreast of technical research, provides precise recommendations and serves as a primary liaison for issue resolution, fostering collaboration. Proficient in communications and presentations, delivers clear insights to management, leadership, and stakeholders. Serves as subject matter expert in audits, resolving inquiries to uphold organizational integrity and compliance.

Major Duties and Responsibilities:

• Lead the execution of monthly, quarterly, and annual close processes and reporting with a focus on accuracy, completeness, and timeliness. Actively update procedures and streamline processes to optimize operational efficiency and ensure alignment with best practices.
• Oversee and execute all daily, weekly, and monthly duties assigned, demonstrating a proactive approach to meeting deadlines and fulfilling responsibilities effectively.  
• Prepare and distribute financial and management reports, along with compliance documentation, promptly and in adherence to regulatory requirements and internal standards.
• Respond promptly to ad-hoc reporting requests and other management reports, delivering accurate and insightful analysis to support decision-making processes and strategic initiatives.
• Conducts thorough analysis of the credit union's general ledger to ensure accuracy. Communicates discrepancies promptly and updates records diligently. Maintains and balances weekly and monthly General Ledger accounts, facilitating timely corrections. Manages setup and updates for General Ledger accounts, ensuring seamless integration for changes in products/services.
• Utilize advanced data analysis techniques to extract meaningful insights from financial data, identify trends, and interpret variances. Analyze key performance indicators to provide actionable recommendations for improving financial performance and operational efficiency.
• Effectively and efficiently research, interpret, analyze, and summarize technical authoritative literature to provide concise and precise recommendations that are communicated in a clear and understandable manner to the appropriate audience.
• Stay abreast of changes in accounting standards, regulations, legislation, best practices, and economic fluctuations, while evaluating the impact to the organization.
• Serve as the subject matter expert throughout project lifecycles, ensuring adherence to accounting standards, seamless data conversion, accurate financial and management reporting, comprehensive reconciliations, and thorough documentation.
• Adeptly communicate regular progress updates and key milestones to management or leadership, fostering transparency and facilitating informed decision-making processes.
• Perform ad-hoc projects as assigned by Management and Leadership.
• Act as the primary liaison for inquiries and issue resolution, fostering collaboration with management and staff at all levels. Cultivate a collaborative environment to nurture and fortify relationships both internally and externally, contributing to the overall cohesion and success of the organization.
• Prepare and deliver clear and concise presentations to communicate financial results, analyses, and recommendations to management, senior management, and other stakeholders. Tailor presentations to the audience's level of understanding and effectively convey complex financial information.
• Act as a subject matter expert to effectively address and resolve audit inquiries and findings identified by both internal and external auditors.
• Performs other job-related duties as assigned

Minimum Qualifications:

• Experience: Three years to five years of similar or related experience, including preparatory experience.
• Education/Certifications/Licenses: Bachelor’s degree in accounting, Finance, or related field. Certified Public Accountant (CPA) or Certified Management Account (CMA) license or progress towards obtaining either license. Advanced degree in Accounting, Finance, or related field preferred.
• Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
• Other Skills: Advanced knowledge and experience in interpreting and applying Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board’s (FASB) Accounting Standard Codification (ASC). Advanced critical thinking and analytical skills in interpreting complex financial data and drawing conclusions with the ability to make independent decisions and communicate recommendations in an effective manner. Excellent verbal and written communication skills. Proficient in prioritizing tasks, communicating expectations, resolving conflicting requests, while utilizing interpersonal skills to maintain effective working relationships. Proficient in Microsoft Office applications, including, but not limited to Excel, Word, PowerPoint, Teams, and Outlook.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.