Corelation, Inc. · 13 hours ago
Accounting Analyst
San Diego,CA,US
Full-time
Hybrid
Entry Level
1+ years expCorelation, Inc. is a company recognized for its outstanding workplace culture and commitment to employee development. They are seeking an Accounting Analyst responsible for training clients on KeyStone functionality and supporting credit unions through the GL conversion process.
Information TechnologySoftware
Responsibilities
Train client accounting staff on KeyStone functionality
Support credit unions in balancing of clearing/suspense accounts
Build financial statements
Serve as a remote resource, on-site as needed during conversion week
Work closely with the client and mentor to understand the clients existing functionality and processes
Consult with client to configure existing processes to KeyStone
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
Understand and practice basic concepts of database setup that require GL Information
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
Qualification
Required
1 year of related experience
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
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
Preferred
Credit Union/Banking experience is preferred
A college degree in accounting preferred
Multi-craft skills acquired through extensive on-the-job training or apprenticeship programs
In-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training
Benefits
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
Company
Corelation, Inc.
Corelation's KeyStone is the latest privately held software developer of core technology solutions for today’s credit union
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dawn Graybill Sirras
Chief Technology Officer
Margarita Guerra
Chief Financial Officer
Recent News
Company data provided by crunchbase