Beem Credit Union is a leading financial institution in British Columbia, dedicated to providing innovative financial solutions and personalized services. The Accounting Officer will support the organization's financial operations by ensuring accurate processing of financial transactions, maintaining financial records, and assisting in regulatory reporting and compliance activities.
Responsibilities
- Prepare and maintain accurate financial records, including journal entries, ledgers, sub-ledgers and reconciliations
- Assist in the preparation of monthly, quarterly, and annual financial statements
- Support internal and external audits by providing required documentation and explanations
- Ensure compliance with applicable accounting standards and internal policies
- Monitor and maintain general ledger accounts, ensuring timely and accurate postings
- Prepare variance analyses and financial reports for management review
- Collaborate with cross-functional teams to support budgeting and forecasting processes
- Maintain documentation for financial transactions and ensure proper recordkeeping for audit readiness
- Provides support and guidance to branches and employees on accounting and administrative policies and procedures
- Assist in the development and documentation of accounting policies and procedures
- Performs and prepares special analysis and projects as assigned
- Acts as backup to other team members as required; instigates collaboration and information sharing
- Proactively identifies and recommends process improvements for better efficiency
- Prepare regulatory reporting workbooks and provide supporting documentation
- Create and update processes and record-keeping practices to align with evolving regulatory requirements
- Provide analysis of changes in reporting lines month-to-month
- Reconcile GL data and financial statements to FSR and CAR reporting
- Prepare and file Stats Canada reports accurately and on time
- Reconcile data across multiple regulatory reports
- Provide monthly data templates and reports to ProFinancial
- Maintain GLs in GP, Chrome River, and DNA systems, including adding/inactivating accounts, MDA codes, and department codes
- Maintain and update the DNA to GP mapping document
- Maintain GP Management Reporter financial reports
- Collaborate with branches and other departments to support reconciliation and reporting needs
- Assist with general ledger system reports and reconciliation tasks
- Review and follow up on general ledger reconciliation control sheets and reconciliations
- Support reconciliation activities and ensure accuracy across systems
- Support cross-functional initiatives to improve reporting accuracy and efficiency
- Assist in the development of budgets and financial forecasts
- Monitor budget variances and provide analysis to support financial planning
- Maintain internal controls to safeguard financial assets
- Ensure adherence to financial regulations and company policies
Skills
- Diploma in Accounting, Finance, or related field, an asset
- 1 - 3 years of experience in a similar role; experience in a financial institution is preferred
- An equivalent combination of education and experience may be considered
- Proficiency in financial systems and Microsoft Excel
- Excellent analytical, organizational, and communication skills
- Ability to manage multiple priorities and meet tight deadlines
- Commitment to continuous improvement and process optimization
- Experience with joint venture structures and reporting. (Subsidiary focus only)
- Familiarity with wealth reporting frameworks. (Subsidiary focus only)
Benefits
- Extended health coverage, including mental health support.
- Dental care that keeps you smiling.
- Disability coverage for peace of mind.
- Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.
- In-house financial advice to help you plan ahead.
- Flexible options to add your own contributions.
- Free banking accounts.
- Preferred financial perks.
Company Overview
- Beem Credit Union is a community credit union that offers banking, investment, and insurance solutions. It was founded in 2024, and is headquartered in Kelowna, British Columbia, CAN, with a workforce of 1001-5000 employees. Its website is https://beemcreditunion.ca.