Accounting Analyst

Overview

This is an entry-level role in the Accounting Services department. The Accounting Analyst will train client accounting staff on KeyStone functionality, support credit unions in balancing clearing/suspense accounts, build financial statements, and serve as a remote resource. On-site support is required as needed during conversion week.

Responsibilities

• Work closely with clients and a mentor to understand existing functionality and processes.
• Consult with clients to configure existing processes to KeyStone.
• With guidance, prepare clients for the GL conversion process.
• Assist clients through the conversion process and provide training and/or support during and after conversion.
• Support table mapping to the new GL chart of accounts, including:
  • GL Accrual types
  • A/P Vendors
  • Invoice Types
  • Work Queues
• Provide guidance in setting up batch jobs for GL-related functions.
• Understand and practice basic database setup concepts requiring GL information, including:
  • 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 additional 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.

Requirements

• 1 year of related experience. Credit Union/Banking experience is preferred.
• Work closely with clients and a mentor to understand current processes and systems.
• Support configuration and GL conversion activities for clients.
• Ability to travel on-site for GL conversion and support as needed.

Preferred Qualifications

• 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.

Compensation & Benefits

• Medical, Dental, Vision, and 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
• Pay Range: Range depends on geographic metro/zone, budget, and experience.

Location

• San Diego (on-site travel required during GL conversion week and as needed)