Patelco Credit Union

  • Internal Audit Analyst

    Job Locations US-CA-Pleasanton
    Req No.
    2018-2862
    Category
    Internal Audit
    Type
    Regular Full-Time
  • Overview

    Overview

    We’re here to help people in communities throughout Northern California build financially healthy livesWe do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.

    About Patelco Credit Union    

    Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom. 

     

    The Opportunity

    In this newly created role, you will work within the internal audit team as a champion for the use of analytical business and technology solutions to support audit initiatives. This position will be the owner of the Continuous Audit Program.  In addition, you will locate and analyze data to increase the coverage and effectiveness of our audits.  Your analyses will provide insight to management by quantifying business risks and associated costs, while increasing our audit coverage and efficiency.  In order to be successful, you’ll need to use your excellent interpersonal skills to establish relationships with business stakeholders, data owners, and other analysts across the company.  As a result, you will gain a unique insight into the credit union’s systems and processes, as well as directly influence their effectiveness.  The ideal candidate for this role will have an extraordinary combination of analytical/technical skills and the ability to communicate his/her analyses in a concise and easy-to-understand fashion.   

    Responsibilities

    • Design and develop data models for the Continuous Audit program of Internal Audit. Accomplish this by continuously and efficiently querying large databases, analyzing complex data sets, and identifying trends and/or anomalies.
    • Document/communicate the results of your analyses in a clear and visually appearing manner, drawing conclusions and making recommendations to audit and business owners.
    • Perform population/sampling and analytic testing in support of internal audit reviews, investigations, and other ad-hoc projects.
    • Partner with colleagues in other departments for special data-related audit projects (i.e. IT Finance, Lending, OPS, etc.).
    • Design and build analytical dashboards for compliance and risk reporting purposes.
    • Other duties as assigned.

    Qualifications

    • Bachelor’s degree in Finance/Accounting, Management Information Systems, or related field
    • At least 5-7 years of experience working as a data/business analyst, auditor or related role
    • Working towards professional designation of (CISA, CIA, CPA, etc.)
    • Strong knowledge with querying Software such as: SQL, Tableau, or Alteryx or the willingness to learn these programs
    • Proficient Microsoft office skills: Excel, PowerPoint, Word.
    • Preferred experience working within a financial institution.
    • Service excellence, teamwork and collaboration
    • Critical thinking, decision making, judgment
    • Strong analytic, organizational, and reporting skills
    • Excellent verbal and written communication skills
    • Understanding of database concepts, including building relationships between tables, grouping data and producing cohesive analyses
    • Able to handle multiple requests and multi-task between various projects
    • Ability to work independently and effectively under strict deadlines, with minimum supervision.

     Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability

     

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