Accounting Analyst

Corelation-Inc; San Diego (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) Match

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Job summary

Corelation-Inc in San Diego seeks an entry-level Accounting Analyst to train client accounting staff on KeyStone and support clearing/suspense balances while building financial statements during GL conversion.

You will travel on-site as needed, provide WebEx training, and collaborate with clients to map GL accounts, ensuring a smooth conversion process and strong client relationships.

Qualifications

• 1 year of related experience; Credit Union/Banking experience preferred.
• College degree in accounting preferred or equivalent on-the-job training.
• Familiarity with General Ledger concepts and GL mapping tasks.

Responsibilities

• Train client accounting staff on KeyStone functionality.
• Assist in balancing clearing/suspense accounts and preparing financial statements.
• Support GL conversion, on-site during conversion week as needed.
• Provide training via WebEx on KeyStone GL product.
• Travel on-site for GL conversion and support as required.
• Maintain clear communication with clients and team throughout conversion.

Skills

Training clients

Communication

GL conversion support

On-site travel

WebEx training

Education

Accounting degree preferred

Tools

KeyStone

GL package

WebEx

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.*