Accounting Consultant/Auditor

POSITION SUMMARY:

The Symphony Consultant role will be responsible for providing accounting services to credit unions including general ledger reconciliations, accounting close process and Call Reporting. As a part of this position, the consultant will aid with Supervisory Committee Audits. In addition, this position will be required to complete Asset Liability Management modeling under the VolCorp umbrella.

This role will be required to develop strong and long-term relationships with current and potential member credit unions.

PRIMARY RESPONSIBILITIES:

Category - Essential

55% Provide consulting services to multiple credit unions within the accounting function. This would include general ledger reconciliations, month/quarter/year-end accounting processing, financial reporting, budgeting, and completing the Call Report. This position will require frequent communication with the credit union on progress and provide supporting documentation for all work completed.

25% Assist with audits based upon guidance provided by NCUA and state regulations for Supervisory Committee Audits. Use strong analytic skills and accuracy to determine findings from the procedures completed. Document audit procedures using detailed workpapers developed internally or from credit union provided documents. Communicate with credit union client and direct supervisor of the audit process and on all issues that may arise. Develop audit report and present it to credit union client.

20% Work with credit union members to gather data and assumption requirements for modeling input. Verify data received assumption templates are in balance and complete.

Load data and assumptions into ZM ALM Modeling software and

verify accuracy. Run model to perform interest rate and liquidity risk positions.

Communicate with the credit union during modeling process if data or assumptions

appear incorrect or questions arise.

Review results to determine changes from prior model runs are within reason based upon current Balance Sheet composition. Compile result reporting package, deliver and schedule meeting with credit union to discuss results.

5% Perform other duties as assigned for either Symphony or VolCorp.

Included with each responsibility, the individual must be able develop strong relationships with clients.

RELATED DUTIES:

• Perform other assignments and special projects as directed by the Symphony' CEO/President or VolCorp's Senior Leadership Team members.
• Adhere to company and governmental policies and regulations, including those relating to Equal Employment Opportunity and Affirmative Action Plan compliance.
• Remain aware of current and regulatory issues related to the consulting area. Update current job responsibilities to encompass changes within regulations or best practices.

PREFERRED EDUCATIONAL AND EXPERIENCE:

Minimum of bachelor's degree in accounting.

Knowledge of credit union accounting preferred.

SKILLS, KNOWLEDGE AND ABILITIES REQUIRED:

• Knowledge of generally accepted accounting principles, state credit union regulations and federal credit union regulations.
• Strong verbal, written, and nonverbal communication skills.
• Strong professional etiquette.
• Effective presentation skills to present audit findings, provide training or discuss best practices while adapting conversation to the audience's skill level.
• Effective interpersonal, analytical, and presentation skills
• Knowledge of various software platforms to assist in job, such as PowerPoint, Word, and Excel.
• Strong analytical skills to lead to continual process improvement within workflows and overall job responsibilities.
• Time Management and ability to easily accept and manage change.
• Detail oriented and self-motivated. Requiring very little direct supervision.
• Ability to work independently and within group settings.

PHYSICAL DEMAND:

No unusual or extreme physical demands

Must be flexible to work some overtime

WORKING CONDITIONS:

Up to 15% travel may be required, including extensive drive time.

VEVRAA Federal Contractor; Equal Opportunity Employer, including disability and veteran

Must be able to pass a credit, criminal, and employment background check.