Carrick Professionals Clients

Description:

About Carrick Professionals

Carrick Professionals was built on more than two decades of trusted experience in partnership with the Carolinas Credit Union League. Today, we apply that same proven expertise across a wide range of industries throughout the Carolinas and beyond—delivering high-quality, client-centered financial and operational services.

We strive for excellence in everything we do, aiming to exceed expectations and create meaningful impact. At our core, we believe we’re stronger together—when we listen, lead, and collaborate as a team. We value diverse perspectives and foster an inclusive, supportive environment across both our staff and client relationships. With a growing network of affiliated organizations, we’re positioned to think big and offer innovative, scalable solutions that help others succeed.

POSITION SUMMARY

The Auditor I performs comprehensive and special audits of credit unions on behalf of Accounting Solutions clients, ensuring engagements satisfy legal/regulatory requirements, internal audit (IIA) standards, and the needs of client Supervisory Committees and management. 

Please Note Before Applying: This is a hybrid, field-based role covering on-site audits across both North and South Carolina. Willingness to travel throughout both states is required. Our most immediate coverage need is in South Carolina, so candidates based in or near Columbia, SC or the Charlotte, NC area are especially encouraged to apply; candidates based elsewhere in North or South Carolina are equally welcome to apply.

Candidates can expect at least 2–3 days per week of on-site client travel across assigned clients. In addition to client-site travel, all team members report to their home office (Raleigh, NC or Columbia, SC) once per month for an in-person staff meeting, with scheduling flexed around active audits. This is not a fully remote, desk-based position.

ESSENTIAL DUTIES & RESPONSIBILITIES

1. Perform comprehensive and special audits of credit unions that satisfy legal/regulatory requirements, Institute of Internal Auditors (IIA) standards, client Supervisory Committees, and the needs of client management.
2. Serve as the primary point of contact for assigned credit union clients, managing the day-to-day relationship and self-scheduling on-site audit visits within the assigned territory.
3. Maintain complete, accurate documentation of work performed and recommendations made for each engagement.
4. Meet with client management, Supervisory Committees, and/or Boards of Directors upon completion of work to review findings and recommendations.
5. Prepare written reports for each assignment, including required supporting documentation, for the Supervisory Committee and other parties as requested by the client or regulatory agency.
6. Maintain up-to-date knowledge of legal opinions, laws, bylaws, rules, regulations, and manuals governing the operation of federal and state chartered credit unions.
7. Maintain all records, workpapers, and recommendations with the highest degree of confidentiality.
8. Maintain a working knowledge of the full range of programs and services offered through Carrick Professionals and Carolinas Credit Union League.
9. Support marketing and business development efforts as needed to help the Audit team meet annual goals.
10. Continually identify opportunities to improve the quality and cost-effectiveness of assigned audit programs.
11. Assume responsibility for other projects and duties as assigned.

SKILLS/ABILITIES

• Above-average accounting and financial analysis skills
• Strong knowledge of internal audit practices, preferably within credit unions or financial institutions
• Proficiency with personal computers and standard business software
• Ability to communicate effectively with a diverse range of audiences, including client leadership and Boards
• Sound judgment in balancing firm recommendations with positive client relationships
• Strong research, organizational, and project management skills
• Ability to work independently, manage a self-directed travel schedule, and meet deadlines with minimal supervision
• Reliable transportation and willingness to travel regularly

QUALIFICATIONS:

1. Bachelor's degree in accounting, finance, or business administration with an accounting concentration; 1–2 years of internal audit experience preferred.
2. Prior auditor background strongly preferred.
3. Credit union experience preferred; banking experience considered.
4. BSA certification preferred, or willingness to obtain.
5. General understanding of the financial services industry, and credit unions in particular, is desired.

SUPERVISORY RESPONSIBILITIES

None.

TRAVEL

This position is field-based and requires regular travel to credit unions within North and South Carolina. Minimum travel expectation is 2–3 days per week for on-site engagements. Occasional attendance at conferences or seminars requiring overnight travel may also be required.

In addition to audit-related travel, this position is remote but requires on-site attendance at the office once per month for the team staff meeting, unless attendance conflicts with a scheduled audit.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to:

• Use fingers to type or use computer, phone, tablet, adding machine, etc.
• Talk to express or exchange ideas
• Hear at normal speaking levels
• Sit, walk and stand
• Repetitively move wrists, hands, and/or fingers
• Have visual acuity to read, determine accuracy, neatness and thoroughness of work assigned

The employee is occasionally required to:

•  Occasionally lift or carry up to 40 pounds
• Stoop, kneel, reach or crouch

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee is not substantially exposed to adverse environmental conditions. Noise level is low to moderate. 

The above information has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is not a contract.

Requirements: