Accounting Assistant

About Gulf Winds

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren't treated like an account number, but as part of the family.

Our Values

We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.

Integrity
We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care
We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth
We set ambitious goals, provide personal development opportunities, and encourage results.

Innovation
We challenge the status quo to enhance the member's experience and solve tomorrow's challenges today.

Working at Gulf Winds

Working at Gulf Winds is not just a job, it's a career. We're hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

Job Description

Pay Range: Starting at $19.50 an hour

Role:

The Accounting Assistant is a versatile role that supports the financial management and operations of the Credit Union. This position provides administrative support to the Accounting department by maintaining records and reports. The Accounting Assistant is responsible for a wide range of tasks, from reconciling accounts, including general ledger accounts, to handling invoices and other relatively simple tasks within the accounting department.

Essential Functions & Responsibilities:

Post Journal Entries and Process Payments:

• Accurately post financial transactions to the general ledger and subsidiary ledgers.
• Process payments by verifying accuracy, obtaining necessary approvals, and preparing checks or electronic transfers.
• Verify and reconcile information to ensure accuracy of financial records.
• File and maintain accounting documents and records.
• Assist with generating financial reports and reconciliations as required

Perform General Accounting Administrative Tasks:

• Process invoices, ensuring proper coding, approvals, and timely payment.
• Assist with the preparation of financial statements and reports.
• Perform data entry and maintain accurate financial records.
• Assist in monitoring and reconciling accounts.
• Support month-end and year-end closing procedures.

Represent the Accounting Team on Various Initiatives:

• Collaborate with other departments to gather necessary information and support cross-functional initiatives.
• Assist in the implementation of accounting software systems and process improvements.
• Participate in financial audits and regulatory examinations.
• Assist in the preparation of budgets and forecasts.
• Contribute to the development and enhancement of accounting policies and procedures.

Performs other job-related duties as assigned.

Performance Measurements:

Keep all assigned General Ledger (GL) accounts current and in balance daily according to established department standards.

Process and reconcile daily official check settlement, stop payments, and requests for check copies and reconcile the corresponding GL account in accordance with established department standards.

Maintain cash logbook, process daily cash management activity and post proper GL entries in a timely and accurate manner.

Prepare all reports within the prescribed time frame with zero errors.

Provide helpful and informative service and support to all members and associates.

Troubleshoot and resolve member and internal inquiries in a timely and accurate manner.

Knowledge and Skills:

Experience: One to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Must be able to operate 10-key calculator by touch. Should know how to use PC spreadsheet software. Ability to read, write, comprehend, and speak English clearly.

Work Environment: The position is based in-office in our Pensacola, FL market, operates primarily in an office setting, and routinely uses standard office equipment such as computers, printers, and phones.

This position requires consistent presence in the office to effectively collaborate with team members and fulfill job responsibilities. It requires the ability to actively participate in conference calls and meetings with other Credit Union team members and vendors.

The normal expected work schedule is Monday through Friday, 8:30a.m. to 5:00p.m. Occasional after-hours work or travel may be required to meet project deadlines or attend training.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.