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 $2.8 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……….!

The starting salary range for this position is $70,200 - $81,000 annualized.

Accountant II 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.

Essential Functions & Responsibilities:

15% Special Projects

• 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.

3. Perform ad-hoc projects as assigned by Management and Leadership.

10% Communications/Presentations

• 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.

10% Audits

5% Performs other job related duties as assigned

Performance Measurements:

1. Ensure the Credit Union's books and general ledger accounts are always in balance and current and ensure timely payment of bills, maintaining supporting documentation.

2. Ensure all assigned reports and projects are prepared and completed in a timely, accurate and professional manner.

3. Proactively manages time to prioritize tasks and accomplish multiple projects, posting and reviewing GL entries in adherence to department standards with precision and timeliness.

4. Demonstrates deep understanding of current and future trends impacting organizational success. Applies proven practices and business theories to achieve financial and strategic objectives, seizing opportunities for innovation and growth.

5. Prepares and distributes all reports within prescribed timeframes, ensuring zero errors. Exhibits meticulous attention to detail in report preparation and delivery, maintaining accuracy and reliability.

6. Provides informative and supportive service to stakeholders, troubleshooting and resolving inquiries promptly and accurately. Keeps management informed of any concerns or issues affecting the department.

7. Ensures adherence to Credit Union policies and procedures, safeguarding confidentiality, safety, and security. Maintains compliance with accounting regulations and guidelines governing accounting practices.

8. Performs in alignment with individual and departmental goals, contributing to overall organizational success.

9. Regular reliable attendance.

10. Demonstrates behaviors consistent with Pen Air Core Values

Knowledge and Skills:

Experience Three years to five years of similar or related experience.

Education Required:

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

Preferred:

' Advanced degree in Accounting, Finance, or related field

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

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.

Physical Requirements

Light or low amount of physical exertion.

Work Environment No adverse environmental working conditions noted.

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