Staff Accountant I
Company: Unison Credit Union
Location: Kaukauna
Posted on: February 19, 2026
|
|
|
Job Description:
Job Description Job Description Job Title: Staff Accountant I
Department: Financial Management Immediate Supervisor: Chief
Financial Officer Job Summary: The Staff Accountant I will perform
tasks necessary to balance and update general ledger and subsidiary
accounts, maintain, and reconcile daily cash accounts, and manage
other accounting-related duties. Prepare various accounting reports
as requested. Salary range: $24.00 - $34.00 hourly non-exempt plus
benefits. Pay is commensurate with experience. Essential Duties and
Responsibilities: Prepare and enter daily and monthly general
ledger transactions including Credit Union investment activity.
Prepare balance sheet and income statements daily. Responsible for
general ledger reconciliation, analysis of financial accounts, and
preparation of journal entries. Provide end-of-month close and
produce monthly financial statements. Prepares monthly bank
reconciliations for all cash accounts. Reconcile and research
revenue reports, variances, special projects, payroll reports, and
claims disbursements. Ensure that all activities of the department
are in accordance with GAAP and that the accounting records are
maintained accurately and in compliance with laws and regulations.
Assist in the Credit Union's accounts payable process. Develop and
implement processes to streamline credit union accounting
procedures. Monitor fixed-asset management. Assist with preparation
of quarterly regulatory reports such as the 5300 Call Report Assist
in preparation for regulatory agency exams and internal/external
audits. Conduct special accounting studies, analyses, and special
projects as requested by management. Process incoming and outgoing
wire transfers Identify reportable transactions and activities
under the Bank Secrecy Act (BSA), its implementing regulations, and
Unison's Anti-Money Laundering program. Comply with requirements
under Unison's Member (Customer) Identification Program (CIP),
FinCEN 314a procedures, and OFAC regulations and sanction programs.
An individual in this position must be able to successfully perform
the essential duties and responsibilities listed above. Reasonable
accommodations may be made to enable individuals with disabilities
to perform the essential functions of this position.
Qualifications: Professional, well developed interpersonal skills
necessary for servicing Credit Union members and projecting a
positive image as a representative of the Credit Union Excellent
verbal, presentation, and written communication skills. Requires
attention to detail and a high level of accuracy. Committed,
hard-working, self-motivated, enthusiastic, and trustworthy.
Ability to take initiative and work independently. Ability to read,
analyze and interpret financial reports, bank statements, and
accounting regulations. Ability to write reports, and business
correspondence. Proficiency with Microsoft Word and Excel. Requires
the ability to operate various office equipment to include a
computer, calculator, scanner, and copier. Thorough knowledge of
financial and accounting practices and procedures. Understanding of
governmental regulations and reporting requirements. Willing and
able to learn/apply new skills and knowledge. Committed to
excellence in all job-related activities. Committed to supporting
Unison's mission, values and vision. Education: Associate degree in
accounting or related field. 3-5 years of related accounting
experience desired Prior experience working in a Credit Union
preferred Schedule: Monday - Friday - Typically 8:30 a.m. to 5:00
p.m. Additional evening and weekend hours as necessary to
accomplish objectives, goals and projects. Benefits: Health, Dental
and Vision Insurance Life Insurance and Short & Long-Term
Disability Voluntary Life and Dependent Life Insurance Retirement
Plan - Generous Profit Sharing along with 401(k) and Roth options.
PTO/Vacation/Holiday Pay Employee Assistance Program Physical and
Mental Demands: While performing the duties of this job, the
employee is frequently required to use a keyboard to enter text or
data into a computer or other machine by means of a keyboard.
Specific hearing abilities required by this job include the ability
to hear, interpret and understand speech and/or other sounds to
assist our credit union members. Specific vision abilities required
by this job include the ability to see details at close range most
often from a computer screen. This position requires manual
dexterity, occasionally lift and/or move up to 25 lbs., bending,
stooping, and standing for extended periods of time. The mental and
physical requirements described here are representative of those
that must be met by an individual to successfully perform the
essential functions of this position. Working Environment: Work is
performed in an indoor office environment. This position uses
standard office equipment, such as but not limited to, computers,
check scanner, coin counter, TCR - Teller Cash Recycler, Drive thru
canister equipment, phones, photocopiers, filing cabinets and fax
machines. The noise level in the work environment is moderate. The
work characteristics described here are representative of those
individual encounters while performing the essential functions of
this position. Disclaimer: The above information on this job
description has been designed to indicate the general nature and
level of work performed by employees within this classification. It
is not designed to contain or be interpreted as a comprehensive
inventory of all duties, responsibilities and qualifications
required of employees assigned to this job. Unison Credit Union
retains the discretion to add duties or change the duties of this
position at any time. Equal Opportunity Employer
Keywords: Unison Credit Union, Waukesha , Staff Accountant I, Accounting, Auditing , Kaukauna, Wisconsin