1. Plan audit engagements under the direction of the Chief Audit Executive by preparing risk assessments, redesigning or updating audit work programs in accordance to professional audit standards and best practices and researching or gathering relevant information from the credit union to perform the audit work. 2. Perform financial audits independently with moderate supervision to assess the effectiveness of financial reporting controls to ensure the accuracy, completeness and timeliness of all financial data applying appropriate auditing standards including examining financial statements for accuracy and conformance with laws and regulations.3. Perform compliance audits independently with moderate supervision to identify, evaluate and communicate compliance issues and needed corrective actions to ensure adherence to regulatory requirements or third party agreements.4. Perform operational audits independently with moderate supervision to assess the effectiveness and efficiency of controls over the credit union’s systems and business processes and to make best practices recommendations and suggestions to reduce costs, enhance revenue and improve profits. 5. Perform ad-hoc analysis and reporting and participate in special projects for credit union team requests to address control issues on new business products and processes. 6. Prepare clear, complete, and well-organized work papers and audit reports that document and support the audit scope, audit procedures and audit conclusions made meeting required deadlines. 7. Effectively communicate (either written or verbal) risk management issues and internal operations deficiencies including their severity and impact to all areas of the credit union. 8. Perform follow-up reviews to verify that necessary corrective actions have been implemented to correct previous findings and/or recommendations.

Responsible for balancing, reconciling and researching discrepancies; assisting higher graded technicians in maintaining more complex accounts; receiving a limited variety of accounting documents and/or transactions.1. Perform various duties involving the maintenance of ledgers or accounting data.2. Reviewing and examining accounting documents verifying the mathematical accuracy and completeness of data and determining necessary processing actions.3. Reviewing documents for correct authorizations and validity of accounting classifications; classification of a group of related transactions to proper account codes; posting and inputting data verified against source documents into automated accounting systems.4. Work involving maintaining or reconciling accounts and accounting records.

Responsible for establishing and managing projects to collectively deliver desire business outcome including system integration, operational efficiency improvements, process reengineering, and deployments.1. Led and implemented general ledger and accounting projects with a budget ranging from $15 million to $175 million to improve data integrity/accessibility, eliminated analytical and data inconsistencies, and reduced erroneous regulatory reporting by 85%. 2. Provided consulting expertise to Finance and Operations managers on accounting and operational risks, which resulted in annual savings of $15,000.3. Assisted in developing operational workflows that reduced audit risk by 35%.4. Key role in developing business requirement documentations to ensure compliance with accounting standards, audit standards, and regulatory/compliance policies.

Ensured compliance with Sarbanes-Oxley (SOX), accounting policy, Securities and Exchange Commission (SEC) and regulatory reporting standards. Supervised tasks and resources to complete reporting activities and special projects.1. Performed project support with all levels of management, accounting personnel and audit staff to manage Bank Operation projects, resulting in improved internal controls and operating efficiencies from 65% to 90%.2. Hired and performed supervisory and administrative functions for assigned staff of seven analysts.3. Processed accounting transactions and conducted system audits to ensure compliance with regulatory reporting reducing workload by two days.4. Key role in multiple aspects of payroll processing, financial reporting, and reconciliations, resulting in improving monthly and quarterly reporting by 13%.