Accounting Analyst

Corelation Inc; Oregon; Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(K) Match

Discretionary profit share

Discretionary annual bonus

Job summary

Corelation Inc is seeking an entry-level Accounting Analyst in our Accounting Services group. You will train client staff on KeyStone, assist with balancing clearing and suspense accounts, and support the preparation of financial statements, serving as a remote resource and on-site during conversion weeks.

You will map tables to the new GL chart of accounts, learn GL concepts (Shares, Loans, Fees, etc.), provide Webex training, and travel on-site as needed.

Qualifications

• Work with client to configure existing processes to KeyStone.
• Prepare the client for the GL conversion process and provide training and/or support.
• Assist clients through the conversion and post-conversion support.
• Understand GL concepts and related modules (Shares, Loans, Fees, etc.).
• Provide training via WebEx on KeyStone GL.

Responsibilities

• Train client accounting staff on KeyStone functionality.
• Support credit unions in balancing clearing/suspense accounts.
• Assist with GL conversion and post-conversion support.
• Map tables to new GL chart of accounts and related configurations.
• Travel on-site for GL conversion and support as needed.
• Maintain communication with clients and team members throughout the conversion.
• Identify issues and ensure proper resolution.

Skills

GL conversion

Training clients

Accounting basics

Remote support

Education

College degree in accounting

Tools

KeyStone GL

Job description

DescriptionRecognized 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.

What We Are Looking For

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 of financial statements and serving as a remote resource, on-site as needed during conversion week.

Requirements

• Work closely with the client and mentor to understand the clients 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.
• Responsible for understanding and practicing basic concepts of database setup that require GL Information, this includes 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.

Why You Are A Perfect Fit

Experience1 year of related experience. Credit Union/Banking experience is preferred.

Education

(1) A college degree in accounting preferred or (2) multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or (3) in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.

Why We Are Your Perfect Fit

Benefits Include but not limited to:Medical, Dental, Vision, Life Insurance401(K) MatchDiscretionary profit shareDiscretionary annual bonusWellness Programs: Yoga and MassagesBi-Weekly engagements (coffee tastings, trivia, etc.… )Community InvolvementProfessional Development Growth DaysVacation DaysFloating HolidaysSick DaysParental leave

Company BandBasketballFlag FootballVolleyball

Pay Range:*Range depends on geographic metro / zone, budget, and experience.*