Centralized Payable Coordinator
Everwise Credit Union

Job Info

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Job Description:

Position Summary:

Centralized Payable Coordinator is responsible for assisting with the preparation, maintenance, and analysis of vendor and employee records and reports related to credit union payments. This role supports the accounting team by performing various tasks to ensure accurate and timely payments to the general ledger accounts, compliance with regulatory standards, and the overall financial health of our credit union.

Primary Responsibilities and Duties:

• Invoice and Payment Processing:
  • Review and process vendor and employee payments for accuracy, ensuring they are matched to purchase request or expense reports.
  • Verify payment amounts and reconcile discrepancies before posting to the general ledger.
  • Schedule and process payments according to established timelines, including checks, ACH, credit cards, and wire transfers.
• Vendor and Internal Communications:
  • Serve as the point of contact for vendor/employee inquiries and handle issues related to payments, invoices, or account balances.
  • Collaborate with internal departments to resolve discrepancies, gather information, and verify payments.
• Financial Reporting and Reconciliation:
  • Prepare and maintain records of financial transactions related to centralized payable, vendor accounts and employee reimbursements.
  • Perform reconciliations for centralized payable-related accounts and ensure accurate posting to the general ledger.
  • Prepare monthly and quarterly reports, helping to ensure the accuracy of financial data in compliance with regulatory requirements.
• Compliance and Documentation:
  • Ensure adherence to internal controls, regulatory standards, and company policies regarding payments.
  • Maintain audit records, including 1099s and sales and used tax filing.
  • Assist in internal and external audits by providing necessary documentation and clarifications.
• Support and Assist:
  • Support month-end and year-end close processes by providing required reports, reconciliations, and adjustments.
  • Assist senior staff and management with ad hoc reporting or projects related to centralized payables and overall financial health.
  • Take on new responsibilities as needed, supporting the credit union's goals and the growth of the organization.
• Assume additional responsibilities as required for the growth and advancement of Everwise.

Knowledge/Skills:

• Basic understanding of centralized payables.
• Proficiency with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook).
• Strong attention to detail and organizational skills
• Excellent communication skills both verbal and written
• Strong analytical and problem-solving skills
• Self-motivated, with a strong ability to work independently and manage multiple priorities

Minimum Requirements:

• Associate's degree in accounting, Finance, or a related field
• 1+ years of experience in accounting or a related field preferred
• Internship experience in a credit union or financial services industry preferred

Everwise is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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