SCHEDULE

*This is a Hybrid Schedule- this team is in office 3 days a week (Tuesday, Wednesday, and Thursday) with 2 days remote (Monday and Friday)

To be effective, an individual must be able to perform each job duty successfully.

• Responsible for complex and more technically advanced audit work.

• Create findings and make recommendations to improve policies and procedures based on information audited.

• Assists manager in determining the anticipated impact of upcoming regulatory changes on the audit plan

• Conducts follow-up reviews to evaluate the organization’s progress in correcting significant audit exceptions.

• Evaluates compliance with applicable laws and regulations.

• Analyzes and prepares reports and graphs that reflect trends in the credit union. 

• Identifies opportunities for improved member service and greater operating efficiency

• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Managerial Responsibility

None

Computer/Office Equipment Skills

• Advanced level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel), especially Excel. 

• Knowledge of computer assisted audit techniques preferred. 

• Experience with data analysis software, such as ACL, IDEA, and/or Picalo, preferred.

Language Skills 

• Demonstrated ability to clearly communicate verbally and in writing.

• Demonstrated ability to read and follow instructions.

Other Skills and Abilities

• Ability to perform ad hoc data analysis in conjunction with audits, as necessary.

• Understanding of financial institution operations and transactions.   

• Ability to communicate effectively and courteously. 

• Ability to understand regulations.

•  Understanding of the credit union data system and ability to use a computer, and software applications. 

• Ability to recognize and analyze problems, improprieties, and opportunities for improvement.

PHYSICAL ABILITIES / WORKING CONDITIONS

Experience

• Minimum 6+ years experience conducting audits/control assessments in the banking or financial services industry.

• Knowledge of industry, markets and regulations relevant to auditing credit union processes.

• Familiarity with regulatory requirements and application of such guidance

• Experience on effectively executing large complex audits.

• Prior experience with Big 4 accounting firm preferred.

Education

4-year degree in a finance, accounting, or quantitative discipline, or related field. Graduate degree in a related subject preferred.

Licenses, Certifications, Registrations

One of the following professional certifications is required: CIA, CPA, CFA, CISA