Internal Auditor

BluPeak Credit Union
San Diego, CA Full Time
POSTED ON 12/24/2023 CLOSED ON 1/13/2024

What are the responsibilities and job description for the Internal Auditor position at BluPeak Credit Union?

Overview:
Peak Performer Wanted!

Imagine embarking on a career where you can bring your big ideas to the table. At BluPeak, we are constantly on the lookout for purpose-driven individuals who are passionate about creating extraordinary experiences for our members and want to have fun while doing it! Come help us deliver on our everyday promise to empower people to achieve peak financial wellness.

Position Summary
Internal Audit is an independent appraisal activity that seeks to confirm that processes are being performed effectively in support of BluPeak Credit Union goals and objectives. Following the guidance of the Institute of Internal Auditors, state and federal banking/credit union regulations and other applicable standards, the internal auditor role will assess the design and operating effectiveness of credit union internal controls to:

  • Ensure compliance with laws, regulations, and Board and Management policies
  • Reduce the number of operational errors
  • Minimize fraud and misappropriation and ensure safeguarding of assets
  • Maintain accuracy in financial transactions and management reporting
Responsibilities:
  • Conduct and manage assigned audits of various areas of the credit union according to the risk based internal audit plan, under the direction of the VP Internal Audit. These may include but are not limited to branch audits, departmental & functional audits, product & services audits, and regulatory compliance audits.
  • Draft audit reports and findings to summarize Internal Audit’s testing and conclusions. Collaborate with stakeholders and executive leadership to ensure agreement on post audit remediations.
  • Conduct monitoring and follow up reviews for findings identified during internal audits.
  • Comply with the Institute of Internal Auditor’s: Code of Ethics and Standards for the Professional Practice of Internal Auditing as well as applicable BluPeakPolicies and Procedures and Internal Audit Policies and Procedures.
  • Participate in the annual audit risk assessment and updating of the audit plan.
  • Support and assist in the oversight of outsourced internal audit work.
  • Prepare reports and documents for Executive Team and Supervisory Committee. Assist in the presentation of audit findings to the Supervisory Committee.
  • Support the VP Internal Audit and Human Resources in conducting investigations or allegations of fraud, embezzlement, defalcations, or irregularities discovered by, or brought to the attention of, the Internal Audit department within the credit union.
  • Other duties as assigned.
Qualifications:
EDUCATION and EXPERIENCE
  • Bachelor’s degrees in accounting, finance, business administration or a related field. Masters degree preferred.
  • Minimum of five years’ experience as an auditor, experience auditing financial services preferred.
  • Professional certification — CPA, CIA, CISA, or CCUIA — preferred.
  • Knowledge of internal audit practices, generally accepted auditing standards, financial statements and reports, accounting ledgers and journals and information technology related to core, accounting and risk related systems are preferred.
  • Ability to review and analyze financial records, operational procedures and various enterprise wide policies and management procedures.
  • Ability to communicate both verbally and in writing and with various levels of management and staff.
  • Ability to establish and maintain effective working relationships.
  • Ability to think critically and problem solve.
  • Ability to draw conclusions from raw data.
  • Must be detail oriented, conscientious and systematic with a high level of accuracy without losing sight of the big picture.
  • To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative.
  • Must also possess good writing skills. Must be able to work during regular business hours and occasional nights or weekends as needed to meet production deadlines.

TECHNOLOGY PROFICIENCY

To perform this job, the employee must possess applicable technology skills. Systems include: Corelation (Keystone), On-Base, Mortgagebot, Meridian Link, Vantiv and others.

CERTIFICATES, LICENSES, REGISTRATIONS

Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Certified Credit Union Internal Auditor (CCUIA) certification not required but preferred.

BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job-related background check, drug screen, credit check and vaccine verification, as applicable and permissible by law. BluPeak Credit Union is committed to the safety and wellbeing of our employees and their families; our members and visitors; and the community at large. In accordance with our duty to provide and maintain a workplace that is free of known hazards, we are requiring that employees must have received or be willing to receive the COVID-19 vaccine. BluPeak Credit Union continues to monitor the pandemic following CDC guidelines, federal state and local laws. Policies continue to be adjusted as new information emerges.

BluPeak Credit Union is committed to working and provide reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources.

PM17
Min: USD $68,680.80/Yr. Max: USD $103,021.20/Yr.

Salary : $68,681 - $103,021

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