Accountant, Financial Reporting, Accounting & Finance

To ensure the Credit Union's accounting records and reporting are accurate and in compliance with CU procedures and with generally accepted accounting principles. This will be achieved through daily/monthly reconciliations, monthly reporting and the preparation of periodic regulatory and tax reporting. In addition, this role assists in implementing CU initiatives through Finance team projects and participation on cross-functional project teams.

• Reviews daily journal entries. Reviews general ledger imports and associated core system daily reporting (proofs, GLerror etc.) for accuracy and acts to address any system errors.
• Prepares daily/monthly reconciliations for corporate cash accounts, investments, payroll, fixed assets and other accounts as assigned.
• Researches tax code to ensure personal property tax compliance, recommends subsidiary changes to enhance reporting, and completes annual filing. Ensures regulatory reporting is current with NCUA/State updates and completes filings. Assists in the preparation of annual Federal and State income and unrelated business income filings. Files 945 return and Indiana Use Tax.
• Serves as backup to critical cash reconciliations performed by the Accounting Clerk.
• Assists the Vice President, Finance in the coordination of process improvements via internal review or corporate projects.
• Balances image batches and resolves issues by working with Deposit Services and member centers.
• Assists in preparing various month end reporting, including month end accruals, Board financials, balances by member center, etc.
• Assists the Vice President, Finance in the chart of account maintenance for the core system and Prologue accounting software.
• Assists in the monthly CECL calculation.
• Perform other duties as assigned.

Three to five years of similar or related experience

A two-year college degree in Accounting or a related field. A four-year college degree preferred.

Organizational skills

Ability to communicate well (both oral and written)

Extremely detail-oriented

Ability to multi-task

Knowledge of accounting software

Strong working knowledge of Microsoft Excel and Word software

Ability to work well with little or no supervision

Understanding of confidential nature of work

Standard position hours are Monday through Friday, 8 a.m. to 5 p.m.

• Health, dental and vision insurance
• Paid time off
• 401(k) match
• Incentive/bonus program
• Tuition reimbursement
• and more!

At Beacon, you're more than just an employee. You're part of a supportive, values-driven community that truly cares. Whether you're drawn by our strong team culture, opportunities for growth in business and finance, or the chance to make a real difference in members' lives, Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment.

Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.