Staff Accountant - Newburgh, NY

Come join Heritage Financial Credit Union's Accounting Team as Staff Accountant Are you a detail-oriented accounting professional looking to make an impact in a mission-driven financial institution? Are you committed to using your analytical skills to deliver insights that strengthen trust, foster transparency, and safeguard financial integrity? At Heritage Financial Credit Union, the accounting function is more than just number crunching—it's a trusted partner in strategic decision-making, providing insights that help drive the organization forward. We are seeking a dedicated and driven Staff Accountant to join our dynamic team—someone who not only excels in accuracy but also thinks outside the box to uncover opportunities and deliver innovative, forward-thinking solutions. This is a rewarding opportunity to apply your accounting expertise in a collaborative, member-focused organization that values accuracy, integrity, and community impact. Here's a little about us:

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community.

POSITION PURPOSE

The Staff Accountant performs journal entries and account analysis to assist with period end closings, facilitates cash transactions and monitors/reconciles cash accounts including oversight of Accounts Payable processing and performs branch variance analysis and reporting. This position also assists the Accounting team with budget process implementation for the Credit Union and handles special accounting projects relating to budgeting, IRS filing, audit support, as well as ad-hoc accounting projects as needed.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Performs tasks to assist with period end closing, such as journal entry preparation and account reconciliations.
2. Monitor cash accounts and prepare daily entries as needed / investigate variances.
3. Point of contact for branches and departments for annual budgeting and understanding of variances.
4. Reconcile high transaction volume GL accounts such as ATM and coin machines, researching and resolving differences and subledger account reconciliations. Propose solutions to ATM differences aimed at getting the reconciliation to be owned at the branch level.
5. Review of daily Accounts Payable activity.
6. Resolve account discrepancies by investigating documentation; issuing stop payments or adjustments.
7. Prepare bi-weekly payroll journal entries and reconcile ledger differences.
8. Interface with external and internal auditors, and provide documentation relating to audit queries.
9. Participate with internal projects and implement process improvements aimed at increasing the efficiency of work flow.
10. Ensure transactions are properly authorized and in accordance with company policies.
11. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures, and ensure that transactions are authorized in compliance with CU policies.
12. Perform additional duties and special projects as requested.

What's in it for you?

Salary: $25.00 - $30.00 per hour (depending on experience)

Benefits:

• Incentives and Merit Increases
• Paid Time Off & Paid Federal Holidays
• Medical, Dental, Vision & Life Insurance
• Employee Assistance Program
• Flexible Spending Accounts/HSA
• 401(k) with Employer Match
• Educational Assistance
• Paid Time to Volunteer

Requirements

EDUCATION/CERTIFICATION:

• Associate’s degree, plus three to five years of related accounting experience, preferably in a banking environment or a comparable combination of education and experience.

REQUIRED KNOWLEDGE:

• Practical knowledge of accounting principles.
• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and understanding of how this affects their work.

EXPERIENCE REQUIRED:

• General Ledger/Reporting experience
• Intermediate level Excel/Word.

SKILLS/ABILITIES:

• Excellent written and verbal communication and analytical skills.
• Vision of accounting as an integral service provider for the entire Credit Union
• Ability to project a professional appearance and positive attitude at all times.
• Must be open to challenge and risk taking within prudent constraints.

Salary Description

$25.00 - $30.00 per hour (depending on experience)