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Job · San Diego, CA · Full time

Lead Accountant

California Coast Credit Union · $167.6M budget · 675 staff · Since 1929

Why California Coast Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Encourages members to save money and practice thrift.

  • Achievement of satisfactory services provided to members in connection with consumer loans, I.e., auto lines, visa, and personal lines of Credit.
  • Accomplishment of target goals in connection with provision of mortgage loan products to existing members.
  • Member satisfaction in connection with services pertaining to checking/savings accounts, attractive cd rates, ira and similar accounts.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$3K–$1.2M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$145.8M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
675
employees
16 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+13%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
26 mo
of spending, in cash and securities
Looks good: 26.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1961
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Position Summary

The Lead Accountant serves as a senior accounting professional responsible for performing and coordinating complex accounting activities that support the credit union's financial reporting, operational accounting, and strategic initiatives. This position serves as a technical accounting resource with primary responsibility for general ledger management, account reconciliations, financial analysis, regulatory reporting support, fixed asset accounting, project accounting, and internal control compliance.

The Lead Accountant works closely with the Controller and Accounting Managers to ensure the accuracy and integrity of financial information, maintain compliance with GAAP, NCUA requirements, and organizational policies, and support process improvement and automation initiatives. The position may provide guidance and subject matter expertise to accounting staff and business partners across the organization.

Essential Duties and Responsibilities • Perform and coordinate month-end, quarter-end, and year-end close activities. • Prepare and review complex journal entries, account reconciliations, and supporting schedules. • Develop and maintain accounting policies and procedures to ensure regulatory compliance and operational effectiveness. • Maintain responsibility for assigned general ledger accounts and timely resolution of outstanding reconciling items. • Prepare financial statements, management reports, variance analyses, and supporting schedules. • Assist in the preparation and filing of NCUA Call Reports and other regulatory filings. • Serve as a backup for accounting personnel and cross-trains across all accounting functions. • Assist with budgeting, forecasting, and strategic financial initiatives. • Support system implementations, process automation, and finance transformation efforts.

Qualifications

The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models’ intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6.

Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited…

Read the full posting

About California Coast Credit Union

From its Form 990

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