CUNA & Affiliates

Equal Opportunity Employer

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Bachelor’s degree in Accounting or equivalent work experience plus 5 years experience to include knowledge of general accounting procedures and systems, preparation and analysis of financial statements and experience with non-profit and governmental accounting. Must have strong accounting knowledge, analytical skills, organizational skills, communication skills both verbal and written, interpersonal skills, and strong working knowledge of Microsoft Suite (Word & Excel). Experience with Great Plains financial software (general ledger, accounts payable, FRx reporting tool, fixed assets) desirable.

Through coordination with VP- Finance, this position serves as Financial Support Liaison for various CUNA departments, primarily DC located departments, along with several of the affiliated entities. Specific duties listed below:

• Examine and interpret financial statements, prepare journal entries and adjusting entries as needed.
• Prepare, advise and assist departments with their annual budgets and periodic forecasts.
• Review financial statements with departments to recommend and explain changes from budget as needed.
• Provide financial analysis and decision making for CUNA departments and affiliated entities, as needed.
• Review and approve accounts payable and travel expense reports for all departments/entities that this position is financial support liaison.
• Prepare several working papers, financial statements, and serve as contact for external auditors.
• Prepare monthly financial statements for affiliate entities and review actual to budget results.
• Prepare tax budgets for real estate taxes and personal property taxes, prepare returns and filings, and make electronic tax deposits.
• Prepare and gather information for CUNA’s quarterly and semi-annual lobbying report filing.
• Review and streamline accounting procedures to minimize distance issues between Madison and DC.

Other duties or projects as assigned.

Please send your resume, specifying job title to:

CUNA & Affiliates
Attn: Human Resources Department
P.O. Box 431
Madison, WI 53701-0431
Or e-mail resumes@cuna.com Or fax 608/232-8166

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