Patronage Specialist
Compeer Financial

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

Tell me more about this opportunity.

Position Overview:
This position is responsible for ensuring the accurate and timely distribution of patronage payments, maintaining comprehensive and accurate records, and generating financial reports and insightful analysis. Serves as a key point of contact for member-owner inquiries, ensuring exceptional service and resolution of any issues.

Essential Functions:

• Determines accurate and compliant patronage calculations based on Board directives, member-owner records and outstanding allocated equities.
• Ensures the accuracy and integrity of member-owner records and related transactions. Serves as a point of contact for member-owners, addressing and resolving patronage-related inquiries and issues. Creates and maintains the accuracy and integrity of patronage transactions by performing daily reconciliations, creating and reviewing accounting entries and verifying monthly general ledger balances.
• Provides technical assistance and support to team members and vendors regarding financial systems and general ledger activities. Helps troubleshoot issues and ensures adherence to established policies and procedures.
• Interprets and communicates financial data for complex questions, provides guidance and effectively translates highly technical finance, regulatory and/or accounting information into non-technical terms.
• Creates various spreadsheets for data inputs, allocations, accruals, and calculations that impact the financial statements and inform decision-making.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• Bachelor's degree in accounting, finance or related field; or equivalent.
• Minimum of 5 years of accounting or finance experience required, preferably in a financial services industry.
• Comprehensive knowledge of accounting and/or financial principles.
• Understanding of regulatory reporting requirements and standards.
• Experience in designing and implementing automated reporting processes to enhance efficiency and accuracy.
• Ability to synthesize large volumes of data into concise and actionable management reports.
• Strong interpersonal, collaboration, team building, problem solving, decision making, analytical, organizational and time management skills as well as attention to detail are required.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization, including senior management.
• Strong computer skills, including MS Office applications, SQL databases, and accounting software.
• Highly adaptable and flexible in response to changing business environments and priorities.
• Ability to analyze processes and identify areas for improvement.
• Demonstrated aptitude for identifying issues and developing effective solutions.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Valid driver's license.

Who is Compeer Financial?
Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?

• Amazing team members who are passionate about serving agriculture and rural America.
• Investment in our team members' education, growth and development.
• Engagement in our communities through giving back and volunteerism.
• Flexible, collaborative and dynamic work environment.
• Great benefits:
  • Medical, Dental, Vision insurance
  • 401K (3% Compeer contribution & up to an additional 6% match)
  • Paid time off (vacation, sick leave, holidays, volunteer time)

Find out why our team members choose Compeer Financial by watching this video.

How do I apply?
Qualified candidates, please apply online at www.compeer.com/careers.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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