Accounting Analyst

Corelation Inc • San Diego, CA

9d • $61,000 - $74,000

About The Position

The Accounting Analyst is an entry-level role in the Accounting Services department. The analyst trains client accounting staff on KeyStone functionality, supports credit unions with balancing clearing and suspense accounts, helps build financial statements, and serves as a remote resource, with on-site support as needed during conversion week.

The role works with clients and a mentor to understand existing functionality and processes and configure them for KeyStone. With guidance, the analyst prepares clients for general ledger (GL) conversion, supports them throughout conversion and post-conversion, and provides training on KeyStone’s General Ledger product. The analyst also helps clients with table mapping, batch-job setup, and database setup concepts requiring GL information. The position requires effective communication, identifying and resolving potential issues, and familiarity with KeyStone’s GL package and related products. On-site travel is required as needed for GL conversion and support.

Requirements

• 1 year of related experience.
• Credit union or banking experience is preferred.
• A college degree in accounting, 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.
• Ability to travel on-site for GL conversion and support as needed.

Nice To Haves

• Credit union or banking experience.
• A college degree in accounting.

Responsibilities

• Work with clients and a mentor to understand existing functionality and processes and consult with clients on configuring those processes for KeyStone.
• With guidance, prepare clients for the GL conversion process and assist them during conversion and post-conversion.
• Work with clients on table mapping to the new GL chart of accounts, GL accrual types, A/P vendors, invoice types, and work queues.
• Provide guidance on setting up batch jobs for GL-related functions.
• Understand and practice basic database setup concepts that require GL information, including setup related to shares, loans, fees, FASB91, cash drawers, federal and state withholding, environment inventory, money orders, checking accounts, ACH interface, and draft interface.
• Provide training via Webex on KeyStone’s General Ledger product.
• Travel on-site for GL conversion and support as needed.
• Maintain effective communication with clients and team members throughout the conversion process.
• Identify potential issues and ensure proper resolution.
• Become familiar with KeyStone’s GL package and other related GL products.
• Perform other job-related duties as assigned.

Benefits

• Medical, dental, vision, and life insurance
• 401(k) match
• Discretionary profit share
• Discretionary annual bonus
• Wellness programs, including yoga and massages
• Professional development growth days
• Vacation days
• Floating holidays
• Sick days
• Parental leave
• Community involvement
• Company activities and groups, including a company band, basketball, flag football, and volleyball
• Generous 401(k) retirement plan
• Extensive paid time off policy

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed