Accounting Analyst

Role Description

Entry level in the Accounting Services department. The Accounting Analyst is responsible for:

• Training client accounting staff on KeyStone functionality.
• Supporting credit unions in balancing of clearing/suspense accounts.
• Building financial statements.
• Serving as a remote resource, on-site as needed during conversion week.

Requirements

• Work closely with the client and mentor to understand the client's existing functionality and processes.
• Consult with client to configure existing processes to KeyStone.
• With guidance, prepare the client for the GL conversion process.
• Assist client through the conversion process and provide training and/or support during and through post conversion.
• Work with client on table mapping to the new GL chart of Accounts, GL Accrual types, A/P Vendors, Invoice Types, Work Queues.
• Provide guidance in setting up batch jobs for all GL related functions.
• Understand and practice basic concepts of database setup that require GL Information, including but not limited to: Shares, Loans, Fees, FASB91, Cash Drawers, Fed Withholding, State Withholding, Environment Inventory, Money Order, Checking accounts, ACH Interface, Draft Interface.
• Provide training via Web-ex on KeyStone’s General Ledger product.
• Travel on-site for GL Conversion and support on a needed basis.
• Maintain effective communication with clients and team members throughout the entire conversion process.
• Identify potential issues and ensure proper resolution is reached.
• Become familiar with KeyStone’s GL package and other related GL products.
• Perform other job-related duties as assigned.

Qualifications

• 1 year of related experience. Credit Union/Banking experience is preferred.
• A college degree in accounting preferred or multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.

Benefits

• Medical, Dental, Vision, Life Insurance
• 401(K) Match
• Discretionary profit share
• Discretionary annual bonus
• Wellness Programs: Yoga and Massages
• Bi-Weekly engagements (coffee tastings, trivia, etc.)
• Community Involvement
• Professional Development Growth Days
• Vacation Days
• Floating Holidays
• Sick Days
• Parental leave

Company Description

Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment. When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development.