Financial Institution Consulting Associate

Eide Bailly LLP•Minneapolis, MN

4d•Hybrid

About The Position

This role involves working with clients in the financial institution industry to ensure their processes and operations meet required regulations. The Associate will conduct consultative collaboration sessions with key leaders to address regulatory examination issues, correct compliance deficiencies, and review internal processes and controls. Responsibilities also include preparing clients for testing and training on financial institution issues, staying current with industry trends to recommend and implement changes, and ensuring timely and accurate project performance within budget and deadlines.

Requirements

Bachelor’s Degree in Business or related field preferred.
0-2 years of financial institution experience with emphasis on compliance and bank regulations OR experience working with the Federal Reserve, FDIC, OCC, or state banking regulatory agencies.
Knowledge of financial institution regulations.
Ability to communicate clearly in writing and verbally.
Ability to work on multiple projects and meet deadlines.
Ability to establish and effective working relationships with co-workers and clients.
Proficient with computers, Microsoft Office (Word and Excel) and related programs.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

Effectively works and communicates with clients in the financial institution industry to ensure processes and operations meet required regulations.
Conducts consultative collaboration sessions and/or discussions with key leaders within the client company in order to respond to regulatory examination issues, correct compliance deficiencies and review internal processes and controls.
Prepares and assists clients with testing and training on financial institution issues.
Understands and keeps current with financial institution trends or issues, in order to recommend and/or develop processes and procedures to implement changes to better serve the client.
Ensures timely and accurate performance on assigned projects.
Maintains compliance with project budgets and deadlines.