• Accounting Supervisor

    Job Locations US-CA-Rancho Cucamonga
    Req No.
  • The Opportunity

    CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks.  As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.


    We are seeking a talented Accounting Supervisor to supervise and coordinate activities to ensure proper calculation, posting, and verification of financial data for use in maintaining accounting records. The Accounting Supervisor will apply accounting principles that include work that is analytical, creative, evaluative, and advisory in nature and must understand accounting theory and practice. The Accounting Supervisor leads a small team, creates high morale, maintains open communication with all members of Accounting and provides the appropriate guidance and mentorship.

    What You Can Look Forward to

    • Contributes insight into the development and management of business reporting tools utilized for month-end closing and other processes in order to improve productivity and reduce lead time.
    • Maintains and produces financial reports in FRx and F9.
    • Leads and participates in special projects, as needed.
    • Leads and coordinates activities of team members reporting to them.
    • Performs training and cross training of staff in all functional areas.
    • Leads the facilitation/completion of monthly close procedures.
    • Responsible for monthly journal entries and financial statement closing process for company ledgers; monthly balance sheet and income statement account analysis and reconciliations.
    • Prepares monthly settlement analysis/reconciliation and prepares wire transfer information for submittal to management for review.
    • Assists with the annual budget process, as needed.
    • Analyzes financial information, studies and reports trends, makes recommendations, collects information and prepares reports highlighting potential issues affecting expenses, balances, or cash flow.
    • Performs various detailed month-end allocations, shared costs and indirect cost allocations.
    • Independently reconciles, researches, and resolves exception items for all types of account activity, including complex accounting matters.
    • Ensures the accuracy of accruals and all related journals.
    • Studies and standardizes procedures to improve efficiency of the team.
    • Prepares composite reports from information provided by the team as requested by management.
    • Inspects accounting policies to determine the efficiency and protective value. Reviews items in books of original entry to determine if accepted accounting procedures are followed.
    • Participates in special projects as designated by management.
    • Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.

    What You’ll Need to Succeed

    • Bachelors’ Degree in Accounting or Business is required. Requires a minimum of 5+ years of Accounting related experience and must have direct supervisory experience.
    • Supervises staff ensuring expectations are established to provide accurate and timely financial reports.
    • Supervises the month-end close process by ensuring staff has completed all journal entries, reconciliations for balance sheet accounts, and reviews variances related to general ledger accounts.
    • Directly supervises Accountants.  Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; providing constructive feedback, coaching, and recognition.
    • Knowledge of PC based accounting software and Microsoft Office applications are essential.
    • Advanced Excel skills are required.
    • Understanding of GAAP (Generally Accepted Accounting Principles).
    • Must know the mechanics and geography of the General Ledger as well as Balance Sheet, Income Statement, & Cash Flow statement prepared in accordance with GAAP.
    • Background demonstrating strong analytical and problem solving ability is necessary.
    • Must possess strong verbal/written communication skills.
    • Strong organizational and interpersonal skills.
    • Must have ability to effectively multi-task.
    • Must be able to work independently and in a group environment.
    • Ability to organize, manage time and meet deadlines.
    • Examines work for accuracy, neatness, and conformance to policies and procedures.
    • Attention to detail.
    • Proactively meeting objectives and looking for efficiencies.
    • Demonstrate strong leadership skills with a desire to continuously learn and develop, with concern for the development and motivation of others.

    Why Join CO-OP?

    Get ready to be part of the exciting, ever-evolving and growing credit union movement!  As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.   


    With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation.  CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.


    CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

    The Perks

    • Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
    • Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
    • 401K with generous company match.
    • Tuition reimbursement.


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