• Accounting Analyst

    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 Analyst to continuously be monitoring the General Ledger, documenting processes and procedures, and researching material/unusual variances identified in financial statement analysis. The role includes work that is analytical, creative, evaluative, and advisory in nature.

    What You Can Look Forward to

    • Assists in 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.
    • Trains staff on newly implemented processes and procedures as needed.
    • Produces financial reports in FRx and F9.
    • Prepares and performs budget to actual variance analyses and provides explanations for the variances on a monthly, quarterly, annual basis.
    • Prepares gross margin, P&L trending analyses and provides explanations for the variances on a monthly, quarterly, annual basis.
    • Prepares ad-hoc reporting and financial analysis as needed.
    • Assists with the facilitation/completion of monthly close procedures.
    • Analyzes financial information, calls attention to trends, makes recommendations, collects information and prepares reports highlighting potential issues affecting expenses, balances, or cash flows.
    • Prepares and calculates various detailed month-end allocations, shared costs and indirect cost allocations.
    • Assists in establishing, modifying, documenting, and coordinating the implementation of accounting policies, and procedures, develops and implements cost-saving initiatives.
    • Prepares year-end audit and tax work-papers.
    • Participates in special projects as designated by management.
    • Independently reconciles, researches and resolves exception items for all types of account activity.
    • Independently manages audits required by regulatory agencies as needed.
    • 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 and analytical experience.
    • Knowledge of PC based accounting software and Microsoft Office applications are essential.
    • Advanced Excel skills are required. Must be able to write complex formulas and create reports/pivots in Excel.
    • Knowledge of Generally Accepted Accounting Principles (GAAP) required.
    • Understanding of accounting theory and practice.
    • Must be analytical and must possess strong verbal/written communication and organizational skills.
    • Have ability to effectively multi-task.
    • Ability to use sound judgment in applying accounting theory.

    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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