Accounting Analyst

Corelation, Inc.; San Diego (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k) Match

Paid Time Off

Wellness Programs

Professional Development Growth Days

Vacation Days

Floating Holidays

Parental leave

Job summary

Corelation, Inc. is seeking an Accounting Analyst at an entry level in the Accounting Services department. The role focuses on training client staff on KeyStone functionality and supporting credit unions with GL conversion and financial statement preparation.

You will work remotely when possible and on-site during conversion weeks, traveling as needed. A college degree in accounting and 1 year of related experience are preferred, with opportunities to grow professionally within a supportive,

Qualifications

• 1 year of related experience. Credit Union/Banking experience is preferred.
• Familiarity with GL conversion processes and training clients on KeyStone.
• Ability to configure GL processes and batch jobs for GL functions.

Responsibilities

• Train client staff on KeyStone General Ledger.
• Assist in balancing of clearing/suspense accounts.
• Help build financial statements and provide remote support, onsite during conversion week.
• Travel on-site for GL conversion and support as needed.
• Maintain communication with clients and team throughout conversion; identify and resolve issues.
• Familiarize yourself with KeyStone GL package and related products.

Skills

Accounting basics

Client training

GL conversion support

Education

Bachelor's degree in accounting

On-the-job training / apprenticeship

Tools

KeyStone GL software

WebEx training

GL accounts setup

Job description

Description

Recognized 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

Experience

1 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 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

What you can be a part of:

Company Band

Basketball

Flag Football

Volleyball

Pay Range:

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