Senior Accountant - Credit Union Opportunity at Robert Half

Are you a seasoned accounting professional seeking a rewarding role at a member-focused financial institution? Robert Half is proud to partner with a well-established credit union in the San Francisco Bay Area to find a Senior Accountant. This hybrid position based in Pleasanton, California, offers the perfect blend of stability, innovation, and impact. With a competitive salary starting at $90,000 and robust benefits, this is your chance to advance your career in a collaborative environment that values growth and accountability.

About the Role

Join a respected financial institution renowned for its member-first philosophy, cutting-edge technology, and deep community roots. As a Senior Accountant, you'll play a pivotal role in maintaining financial integrity while driving process enhancements. This hybrid role in Pleasanton allows flexibility, combining in-office collaboration with remote work options. Ideal for professionals with experience in credit unions or banking, you'll contribute to month-end closes, reconciliations, and strategic initiatives. Robert Half specializes in placing top talent in senior accounting jobs in San Francisco, CA, and this position stands out for its emphasis on technical expertise and innovation.

Key Responsibilities

In this dynamic Senior Accountant role, you'll handle a diverse set of high-impact tasks:

• Review and analyze daily and monthly general ledger activity to ensure accuracy and completeness.
• Prepare, review, and approve complex reconciliations, resolving discrepancies, reserves, and write-offs efficiently.
• Maintain and improve Standard Operating Procedures (SOPs), process documentation, and flowcharts for operational excellence.
• Partner cross-functionally with business teams, providing reliable accounting guidance on key initiatives.
• Support the launch of new products and services through robust technical accounting support.
• Lead core month-end close processes, including journal entries, variance analysis, and balance sheet reconciliations.
• Prepare audit-ready documentation, detailed financial analyses, and technical accounting memos.
• Identify opportunities for process improvements, strengthen internal controls, and champion automation projects.
• Contribute to organizational change efforts, manage multiple priorities, and uphold compliance with policies, GAAP, and regulations.

These responsibilities demand a proactive leader who thrives in a fast-paced financial services environment.

Required Qualifications

To excel as a Senior Accountant in this credit union role, candidates should possess:

• A Bachelor's degree in Accounting, Finance, or a related field; CPA or advanced certification preferred.
• At least 5-7 years of progressive accounting experience, with 3+ years in a senior capacity at a financial institution.
• Deep expertise in general ledger management, reconciliations, and month-end closes.
• Strong analytical skills for variance analysis and discrepancy resolution.
• Proven track record in process documentation, SOP development, and automation initiatives.
• Technical proficiency in ERP systems (e.g., NetSuite, SAP), advanced Excel, and financial modeling tools.
• Excellent communication skills for collaborating with stakeholders and preparing audit materials.
• Knowledge of GAAP, SOX compliance, and financial regulations in banking/credit unions.

If you have a passion for financial accuracy and process optimization, this role aligns perfectly with senior accountant jobs in Pleasanton and the broader San Francisco area.

Why Join Us?

This isn't just a job—it's a career-defining opportunity at a forward-thinking credit union. Enjoy a competitive salary of $90,000+, comprehensive benefits including health insurance, retirement plans, and paid time off, plus ongoing professional development. The hybrid Pleasanton location offers work-life balance, while the supportive culture fosters innovation and accountability. Make a tangible impact in a member-centric organization with modern tech stacks and community involvement. Robert Half streamlines your application—reach out to Michelle Espejo via email or LinkedIn for fastest consideration. Keywords: Senior Accountant jobs San Francisco, Credit Union accounting careers, hybrid finance roles California.

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