Accounting Analyst

CoRelation

Accounting Analyst responsible for training and supporting clients on KeyStone financial products and functionalities while ensuring proper GL conversion processes. Working with credit union personnel to optimize functionality and practices.

Posted 7/30/2026full-timeRemote • California • 🇺🇸 United StatesJunior💰 $61,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in training and supporting clients through the KeyStone General Ledger conversion process, with a strong focus on financial statement building and effective communication. Possesses a solid understanding of database setup and GL-related functions, ensuring smooth transitions and client satisfaction.

Highest-signal resume keywords

KeyStone Functionality TrainingFinancial Statement BuildingGL Conversion SupportClient CommunicationCredit Union Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Database SetupGL Chart of Accounts MappingBatch Job ConfigurationGL Accrual TypesA/P Vendor ManagementInvoice Type ManagementWork Queue ManagementTable MappingFinancial ReportingClient Process Configuration

Soft Skills

Effective CommunicationMentoringProblem ResolutionClient SupportCollaboration

Tools & Technologies

Web-ExKeyStone General Ledger

Industry Keywords

Credit UnionBankingAccounting DegreeOn-the-Job TrainingApprenticeship Programs

About the role

Key responsibilities & impact

Training client accounting staff on KeyStone functionality.
Supporting credit unions in balancing of clearing/suspense accounts.
Building of financial statements.
Serving as a remote resource, on-site as needed during conversion week.
Working closely with the client and mentor to understand the clients existing functionality and processes.
Consulting with client to configure existing processes to KeyStone.
Assisting client through the conversion process and providing training and/or support during and through post conversion.
Working with client on table mapping to the new GL chart of Accounts, GL Accrual types, A/P Vendors, Invoice Types, Work Queues.
Providing guidance in setting up batch jobs for all GL related functions.
Understanding and practicing basic concepts of database setup that require GL Information.
Providing training via Web-ex on KeyStone’s General Ledger product.
Traveling on-site for GL Conversion and support as needed.
Maintaining effective communication with clients and team members throughout the entire conversion process.
Identifying potential issues and ensuring proper resolution.

Requirements

What you’ll need

1 year of related experience.
Credit Union/Banking experience is preferred.
A college degree in accounting preferred or multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.

Benefits

Comp & perks

Medical
Dental
Vision
Life Insurance
401(K) Match
Discretionary profit share
Discretionary annual bonus
Wellness Programs: Yoga and Massages
Bi-Weekly engagements (coffee tastings, trivia, etc.… )
Community Involvement
Professional Development
Growth Days
Vacation Days
Floating Holidays
Sick Days
Parental leave