Accounting Specialist

Overview:

UW Credit Union’s Accounting department is hiring for an entry-level opportunity to join our team! If you have strong attention-to-detail skills, a deep interest in Accounting, and the ability to troubleshoot through a variety of problems this is the role for you!

The Accounting Specialist is an integral member of our Accounting team. In this position you need to be detail-oriented, and a problem-solver focused on exemplary customer service for internal and external members. Duties include a variety of accounting duties focused on maintaining systems and external payments and balancing and reconciling general ledger transactions from multiple sources.

If you are ready to take the next step in your career, we want to talk to you!

Responsibilities:

What You’ll Do

• Review and process incoming invoices (electronic and paper copies) in AP system
• Troubleshoot Accounts Payable system problems with vendor support
• Point of contact for vendors and internal members to resolve invoicing and payment issues, as well as invoice discrepancies
• Strong knowledge of Wisconsin sales and use tax laws and apply to UWCU AP to determine if use tax accruals are necessary
• Processing of timely payments to employees for reimbursement of expenses and to ensure high level of compliance to company policies through audit of expense reports and communicating with employees regarding exceptions
• System Administrator for expense management tool as well as while providing instruction and best practices to UWCU employees for tool utilization
• Perform transactions associated with the Federal Reserve, including wires and ACH
• Analyze and interpret branch teller transactions, troubleshoot balancing issues, reconcile teller cash, and provide support and direction on correction and proper procedures
• Audit, issue and clear cashier’s checks, as well as reconcile to ensure proper balancing
• Support month end close activities including preparation of journal entries, ensuring expenses are posted timely, and completing assigned account reconciliations
• Perform preparatory work prior to audits and regulatory examinations and remain an active resource during the audit/examination
• Work collaboratively with other team members to achieve departmental and corporate goals

Qualifications:

What You’ll Need to Succeed

• Associates degree in Accounting or related field required or in pursuit of a degree
• Experience working in a Retail Branch highly desired
• 2-3 years of Accounting experience preferred
• Knowledge of financial institution structure, accounting practices and procedures
• Excellent analytical and problem-solving skills with attention to detail
• Proficiency with Microsoft Excel
• Strong verbal and written communication skills
• Ability to work both independently and in a highly collaborative environment

Why Work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a 2023 Top Workplaces USA and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

• 40 hours of paid time off upon hire
• 21.5+ days of annual paid time off
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 11 paid holidays (includes your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental and Vision plans, including domestic partner eligibility
• Free bus pass and bublr/ BCycle membership
• Employee Assistance Program
• Hybrid work environment
• And more!

UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.