Join one of California's most innovative, fastest-growing credit unions.
We are proud to be named a Top Workplace for five consecutive years!
At PremierOne Credit Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who can contribute the right skills to achieve these goals while keeping focus on our mission. Join our talented and passionate team and be part of a team that values growth, innovation, and community involvement.
We are now seeking a Senior Staff Accountant to work at our Corporate Office located in South San Jose. The Senior Accountant is responsible for supporting the credit union's financial reporting, general ledger accounting, account reconciliations, and month-end close processes. This role ensures the accuracy and integrity of financial records, compliance with GAAP, NCUA regulations, and internal policies, and assists with audits, budgeting, and financial analysis. This position partners with cross-functional teams to identify process improvements, maintain strong internal controls, and provide financial insights that support the credit union's strategic objectives and commitment to member service.
Qualifications:
Three to five years of similar or related experience(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., accounting certifications in lieu of a degree).Work effectively in a high-volume and fast-paced environment while managing multiple tasks simultaneously and accuratelyHave strong communication skills and successful experience with inter-departmental teamwork.Advanced proficiency in Excel.Experience in a credit union or community banking preferred.Essential Functions & Responsibilities:
Maintain the accuracy and integrity of the Credit Union's general ledger, accounting records, and financial reporting processes.Prepare and post journal entries, perform account reconciliations, and complete month-end close activities.Reconcile, monitor, and maintain key general ledger accounts; research, analyze, and resolve variances and balancing discrepancies. Monitor liquidity levels and support effective cash management activities.Reconcile, monitor, and maintain investment portfolio accounting records and related accounts.Prepare monthly financial statements, board reports, and other management reports.Prepare and submit regulatory and tax filings, including the quarterly NCUA Call Report (Form 5300), ensuring compliance with applicable requirements.Assist in the development, implementation, and review of Accounting Department policies and procedures to ensure compliance with GAAP, regulatory standards, and internal controls.Provide accounting guidance and support to departments by interpreting financial transactions, reports, and accounting requirements.Provide professional, knowledgeable service to members and employees and may assist with training, work direction, and coordination of accounting staff activities.Provide accounting guidance and support to departments by interpreting financial transactions, reports, and accounting requirements.Conduct financial analyses, accounting studies, and special projects to support management decision-making and operational improvements.Fantastic Benefits PremierOne Credit Union reflects the value placed on employees by providing the following benefits in addition to competitive salary:
Medical, Dental, Vision, Life, and Long-Term Disability Insurances401(k) including employer matchDiscounts on financial products and services, including loansPaid birthday, vacation, sickCompany-wide Incentive Plan, plus much more!Salary Range: $35 - $45 per hour
Apply Now for Consideration!
PremierOne Credit Union is an equal opportunity employer
Read LessJoin one of California's most innovative, fastest-growing credit unions.
We are proud to be named a Top Workplace for five consecutive years!
At PremierOne Credit Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who can contribute the right skills to achieve these goals while keeping focus on our mission. Join our talented and passionate team and be part of a team that values growth, innovation, and community involvement.
We are now seeking a Financial Analyst to join our Accounting Team located in our South San Jose Corporate Office. The Financial Analyst supports the credit union's financial planning, reporting, forecasting, and strategic decision-making processes. This role analyzes financial and operational performance, develops forecasting and analytical models, and provides data-driven insights and recommendations to improve profitability, efficiency, and overall organizational performance. Working closely with leaders across the organization, the Financial Analyst helps drive informed business decisions while supporting the credit union's mission, growth, and financial objectives.
Qualifications:
Two to four years of similar or related experience(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., accounting certifications in lieu of a degree).Advanced knowledge in financial analyticsExcellent communication and interpersonal skillsExperience in a credit union or community banking preferredEssential Functions & Responsibilities:
Prepare, analyze, and present monthly financial and management reports, providing insightful commentary on financial performance, trends, risks, opportunities, and key balance sheet metrics.Support budgeting, forecasting, and long-range planning activities by partnering with business units to evaluate key business drivers and maintain accurate financial projections.Develop, maintain, and enhance financial models, dashboards, and analytical tools to support forecasting, planning, performance measurement, and strategic decision-making.Analyze loan and deposit portfolio performance, investment portfolio results, margin trends, noninterest income and expense drivers, and economic factors impacting credit union performance.Monitor and analyze asset-liability management (ALM) metrics, including interest rate risk, liquidity, net interest income sensitivity, and balance sheet performance under various scenarios.Perform variance analyses of actual results versus budget and forecast, identify root causes, and communicate findings and recommendations to management.Conduct financial evaluations of business initiatives, products, investments, and strategic projects using methodologies such as NPV, ROI, profitability, and scenario analysis.Support the development and maintenance of profitability, pricing, allocation, and performance measurement models to optimize financial results and member value.Maintain budgeting, planning, ALM, and financial reporting, ensuring data integrity, alignment with the general ledger, and compliance with accounting standards.Monitor key performance indicators and financial risks, and prepare analyses, reports, and presentations for executive leadership, committees, and other stakeholders.Identify process improvement, automation, and documentation initiatives while supporting regulatory compliance, continuous improvement, and the credit union's mission and values.Partner with cross-functional teams to gather financial and operational data, provide actionable recommendations, and support organizational objectives.Fantastic Benefits PremierOne Credit Union reflects the value placed on employees by providing the following benefits in addition to competitive salary:
Medical, Dental, Vision, Life, and Long-Term Disability Insurances401(k) including employer matchDiscounts on financial products and services, including loansPaid birthday, vacation, sickCompany-wide Incentive Plan, plus much more!Salary Range: $35 - $45 per hour
Apply Now for Consideration!
PremierOne Credit Union is an equal opportunity employer
Read LessJoin Our Team and Make a Difference
at one of California's most innovative and growing Credit Unions, awarded Top Workplaces five years in a row!
At PremierOne Credit Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who can contribute the right skills to achieve these goals while keeping focus on our mission. Join our talented and passionate team and be part of a team that values growth, innovation, and community involvement.
We are now seeking a Bilingual Spanish Full-time Teller for our Downtown San Jose Branch. Ideal candidates will:
Have excellent communication & people skillsThrive on building relationshipsComfortable with business development events and cross salesHave experience working with cashHave front-line customer service experienceFluent in Spanish, verbal and writtenEssential Job Functions include:
Build customer relationshipsDiscuss products and services with membersReceives and processes customer financial transactions including deposits, withdrawals, loan payments; merchandise salesAssists members with opening and closing accountsPerforms a variety of miscellaneous tasks including processing reports, filing, computer input and answering the telephone.Balances cash drawer and daily transactions and maintains security of all cash, tickets and negotiablesAttend business development eventsEducation and Qualifications:
6 months to 2 years of similar or related experienceHigh school education or GEDBilingual SpanishFantastic Benefits! PremierOne Credit Union reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary:
Medical, Dental, Vision, Life, and Long-Term Disability Insurances401(k) including employer matchDiscounts on financial products and services, including loans!Paid sick leave & vacationCompany-wide Incentive Plan, plus much moreSalary Range: $23 to $27 per hour
Apply Now for Consideration!
PremierOne Credit Union is an equal opportunity employer
Read Less