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Senior Accountant 

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Full-Time/Part-Time Full-Time  
Preferred Experience/Skills Experience with credit and debit card transactional reconciliations/processes is a plus  
About the Organization We are a full service financial institution owned and operated by nearly 50,000 members of the Stanford Community, including Stanford University, Stanford Hospital & Clinics, Lucile Packard Children's Hospital and SLAC National Accelerator Laboratory. Our assets are over $2 billion, and the quality of our expansive line of financial products and services is unmatched in the industry.

At Stanford Federal Credit Union (SFCU), benefits are an integral part of our total compensation package. Each person's situation is unique. Therefore, choice, wherever possible, is a key component of our benefits. Each benefit helps meet an important need. Because we know it is the contribution of every member of the team, we want to recognize and reward each of you. That's why we provide competitive salaries and a comprehensive benefit program.

Please contact our Human Resources Team for further information about our benefits programs.
Category Accounting/Finance  

The senior accountant role is responsible for a variety of accounting duties with the primary function of maintaining and managing general ledger accounts of the credit union. The Senior Accountant reports to the Assistant Controller.

II. Duties, Knowledge, and Responsibilities

A. In accordance with SFCU's policies, NCUA, federal, statutory and other pertinent regulations, as well as GAAP pronouncements, the individual will:

  • Analyze data for reasonableness

  • Communicate significant unreconciled, nonposted, and error transactions to the appropriate level of management

  • Research and correct unreconciled, nonposted, and error transactions

  • Draft reports and summary information

  • Ensure accuracy and completeness of cash transactions

  • Ensure accuracy and completeness of reconciled data

  • Ensure accuracy and completeness of transactional data

  • Ensure settlement of transactional accounts

  • Escalate problems to supervisors appropriately

  • Maintain accounting and transactional records

  • Prepare and disseminate reports

  • Prepare journal entries

  • Process other accounting responsibilities e.g. payables, accruals, fixed assets, et. al.

  • Reconcile assigned accounts

  • Support departmental and company goals

  • Use various financial tools

  • Verify and post general ledger transactions

  • Verify and prepare financial or other informational statements

  • Verify invoices, vouches, purchase orders, tax forms, loan remittances, and other financial or data forms

  • Work directly and indirectly with peers on projects and recurring tasks

  • Perform other accounting duties as assigned

    B. The duties and responsibilities of the individual will vary but generally fall into these categories:

  • Teamwork and shared responsibilities

  • Recurring tasks (daily, weekly, monthly, quarterly, etc.)

  • Year-end reporting and tasks

  • Projects and as-needed tasks

C. Depending on the specific duties assigned the individual may be familiar with, or will be trained to understand any of the following concepts:

  • Accrual accounting (e.g. accounts payable/receivable, prepaid expenses, depreciation, etc.)

  • Various types of loans e.g. consumer, commercial, real estate, etc.

  • Credit or debit card related transactions

  • Deposit and interest related transactions

  • Investor and custodial accounting transactions

  • Payroll processing transactions

  • Student loan transactions

  • Accounts payable transactions and vendor management

  • Accrued expenses

  • Loan charge offs, recoveries, and adjustments

  • Reporting cycles

  • Regulatory requirements

D. Supervisory Responsibilities

  • The individual has no direct supervisory responsibilities. However during a project, leadership and/or delegation responsibilities may be assigned.

E. Collaborative Responsibilities

  • This position requires collaboration both within and outside of the department.

Position Requirements

To perform this job successfully, an individual must be able to perform the duties (described below) satisfactorily. These requirements are generally representative of the knowledge, skill, and abilities required for the individual to perform the role of senior accountant (Note: reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.):


A. Education and Experience

  • A four-year degree (BS, BA, BSC, etc.) from an accredited College or University with a major or academic focus in the subject of accounting;

  • Or five or more years related experience and/or training; or equivalent combination of education and experience


B. Communication Skills

  • Individual will communicate using business appropriate language

  • Ability to read, analyze, and interpret general business information

  • Ability to write reports, business correspondence, and procedure manuals

  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and others


C. Accounting Skills

  • Knowledge of financial accounting

  • General knowledge of banking transactions

  • General knowledge of loan related transactions

  • General knowledge of deposit related transactions

  • Bank account reconciliation (and in some cases account management)

  • Investment account reconciliation (and in some cases portfolio management)

  • Loan portfolio reconciliation (and in some cases portfolio management)


D. Analytical Skills

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or visual form

  • Ability to deal with problems involving several concrete variables in dynamic or static situations


E. Certifications, Licenses, Specialized Training Etc.

  • None are required


            F. Computer Skills

  • Individual shows skill with a variety of software and web tools

  • Individual learns new tools as the position requires

  • Individual shares knowledge ability of systems and tools with peers

  • Tools and systems used (Note: this list is not an exhaustive list.):

    • Windows environment (e.g. XP/Vista, SharePoint)

    • Adobe (i.e. PDFs)

    • Microsoft Excel (intermediate to advanced proficiency i.e. work with stacked formulas, pivot tables, various lookup techniques, charts, etc.)

    • Microsoft Office (e.g. Word, Outlook, Access, et. al.)

    • Online banking (various financial institutions)

    • FAS (general ledger)

    • DNA environment (e.g. DNA Core, DDS, cView)


      G. Physical Demands

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit. The employee will frequently utilize keyboard and mouse to enter and manipulate data. The employee will look at computer display monitors for a majority of the day.


Vl. Standard of Behavior


A. The individual is expected to exemplify the core values of the credit union (denoted below) as well as to:

  • Show respect to peers, supervisors, and those inside and outside of the credit union

  • Communicate disagreements with supervisors in a timely manner and work to resolve conflicts

  • Adhere to the Code of Conduct outlined in the Employee Handbook


    B. SFCU’s Core Values:

  • Working Together Works

    • Collaborate to improve results

    • Help each other succeed

    • Support, trust and respect others

  • Members Are Priority One

    • Listen, understand, and offer “win-win” solutions

    • Tell the member what you can do, not what you can’t do

    • Exceed expectations – create WOW experiences

    • Follow through and follow up to ensure member needs have been met

  • See It, Own It, Do It

    • Take initiative - Be accountable

    • Take ownership - Be the solution

    • Honor your commitments

  • Develop Yourself and Others

    • “It is my job” to show initiative

    • Be open to change and new opportunities to learn

    • Recognize and fix inefficiencies

    • Share knowledge and seize opportunities for development



      IV. Work Environment


      The work environment is an office setting. Work is generally sedentary in nature. Lighting and temperature are controlled and there are no hazardous our unpleasant conditions to be expected. Frequently used office equipment and a general office environment are standard. Noise is the result of printing, scanning, etc. as well as discussions and interactions between colleagues and others working in the same office environment.

Location Corporate  

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