Finance Project Lead

Westerra Credit Union, Colorado’s third largest credit union, based in Denver, Colorado, is looking for bright, dynamic professionals to join our exceptional team. Our corporate culture values employee satisfaction, business innovation and professional leadership growth. We’re seeking a Project Lead at our Lowry branch.

 

This position is responsible for planning and executing essential projects of the Accounting, Finance and Compliance departments, including projects related to general ledger and system issues.

 

ESSENTIAL FUNCTIONS: 

·  Manages projects within constraints of scope, quality, time and cost indicated by management.

·  Acts a liaison between management and staff on projects and system-related issues.

·  Researches and implements process improvements to increase operational efficiencies.

·  Makes recommendations to management regarding cost savings or profit generating opportunities.

·  Designs, develops and analyzes reports to assist with efficiencies and cost-control.

·  Develops and maintains departmental procedures.

·  Actively partners with other departments on projects.

·  Other duties as assigned, which may include:

·  Assistance with budget preparation, including cash flow projections, financial trends, variance analysis

·  Annual unclaimed property reporting

·  Annual 1099 balancing, proof, and corrections

·  Annual calculation of tenant pass-through expenses

·  Assist with facilitating examinations and internal and external audits of the Credit Union and implementation of recommendations

·  Fixed asset inventory

·  Merger related projects and activities

·  Re-engineering of A/P processes

·  Assistance with annual tax filings for CUSO and Credit Union (1120, 990, 990-T)QUALIFICATIONS: 

·  Bachelor degree in Accounting, Finance or related field

·  Two (2) years accounting experience; accounting supervisory experience preferred

·  CPA desired

·  Financial institution experience preferred

·  Foresight, analytical ability, systematic, and strong organizational and project management skills

·  Able to work independently and with limited supervision

·  Proficient in Microsoft Office applications with advanced Excel skills required

·  Strong interpersonal skills

·  Excellent written and verbal communications skills

·  Attention to detail

·  Ability to read and interpret financial reports

 Westerra Credit Union offers an excellent benefits package including medical, dental, 401k, paid time off, and much more.  Candidates must have satisfactory credit and pass background check to be eligible for hire.  Please send cover letter and resume to hr3@westerracu.com .  Visit our website at westerracu.com to learn more about us.  EOE