Financial Reporting Manager

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $4.8 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

GENERAL SUMMARY: 

As a forward-thinking leader overseeing the financial reporting functions, you will be the subject matter expert (SME) while supervising, coaching and developing your team to be successfully aligned with corporate initiatives.

Prepares internal and external periodic financial reports and regulatory required filings.  Supervises work of staff responsible for GL reconciliations to ensure production of accurate financial statements.  Works under limited supervision and in compliance with established policies and procedures.

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION:

• Bachelor's degree in Accounting or a related area from a four-year college or university.
• Four to six years of related experience.
• Preferred: Experience working in credit union / financial institution-in their reporting function.
• Preferred: CPA and/or Masters in Accounting/Business.
• Preferred: Experience working with Symitar Quest, Blackline (or other reconciliation tool).

KNOWLEDGE and SKILLS:

• Ability to write and speak effectively in English using correct spelling and grammar.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Excellent PC skills including hands on experience with the Microsoft Office Suite of products (Word, Excel, Outlook), previous experience with banking or loan software is preferred (Symitar, ABT). Moderate keyboard skills at 40 wpm.
• Ability to effectively present information to top management, groups of members, and/or Board of Directors
• Excellent customer service skills.

COMPETENCIES:

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize. 
• The ability to understand and align with our core competencies through daily projects and tasks:

PHYSICAL DEMANDS:  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work involves extensive use of computers, up to eight hours per day. Appropriate visual, dexterity and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.

Must be able to speak and present on the telephone several hours per day and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SALARY AND BENEFITS:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers 

Zone 1: $111,240 - $152,955

Zone 2: $101,228.40 - $139,189.05

Zone 3:  $93,441.60 - $128,482.20

Zone 4: $88,992 - $122,364

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.

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