Overview
Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members -do better.- Joining PenFed is more than being an employee; it's about being a part of the PenFed family.
PenFed is hiring an AP Specialist II, Shared Services at our Omaha, Nebraska location. The primary purpose for this job is to perform and support the activities performed in the Finance Shared Services function. With a focus on operational excellence and process improvement, the Specialist will perform day-to-day transactions and duties utilizing a mix of speciality knowledge and analytical skills. This position will work closely with internal partners and outside vendors on inquiries and issue resolution.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
Responsible for performing daily processing of transactions in accordance with established service-level agreements, with accuracy and efficiency.
Assist in creation, maintenance and updating of policies and procedures.
Work cross functionally with HR, Treasury, Procurement, Global Fixed Assets and external partners on changes in policies and processes.
Ability to identify and drive continous improvements and innovative ideas.
Support accounting areas with inquires and analysis on month-end, quarter-end and year-end closing.
Assist NCUA Examiners, external and internal Auditors during periodic examinations and audits.
Review vendor invoices and input into PeopleSoft to process for approval.
Provide accurate coding on each invoice, review and route to the appropriate business unit.
Process vendor payments with either a check, VISA or an ACH payment.
Work with employees on training to submit check requests and expense reports to process payments.
Communicate with vendors as needed to obtain tax forms, payment data or respond to other requests from outside third parties.
Establish vendors/suppliers in the PeopleSoft system accurately to process payments and provide correct reporting data for year-end tax reporting.
Assist in any necessary journal entry creation and posting for monthly expense accruals
Assist other staff members on other accounts payable tasks and assignments to keep all payments within the current payment term.
Participate in special projects as requested
Assist in departmental projects as required including special studies and analysis
Assist in maintenance and updating of policies and procedures that apply to your assigned responsibilities
Perform other duties as assigned by the department manager
This is not intended to be an all-inclusive list of job duties.
This role is responsible for ensuring business continuity.
Qualifications
Equivalent combination of education and experience is considered.
Bachelor's Degree in Business, Finance, Accounting or a related field is preferred and/or a combination of education and work experience will be considered. Additional knowledge through accounting/banking certification or direct banking experience in an automated scenario is preferred.
Minimum of two years related work experience required in a professional business environment, with financial institution experience preferred.
Shared Services experience preferred.
Experience with PeopleSoft modules for Accounts Payable, Fixed Assets and/or Payroll.
Proficiency with Microsoft Office based programs required.
Ability to multi-task and work well in a fast paced, team oriented environment.
Excellent organizational skills with attention to detail, completeness and accuracy.
Supervisory Responsibility
Licenses and Certifications
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Must be able to use standard office equipment including but not limited to computer, printer and calculator.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel to various worksites and be on-call may be required.
Special Message Regarding COVID 19
PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing.
About Us
Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.
We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 240-224-4256.
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