Correlated Solutions, Inc.

Analyst

• Responsible for generating specifications for and coordinating development and delivery of custom report requests
• Ensuring clients are well versed on Jaspersoft functionality in time for conversion.
• Co-leads projects and handles multiple reports conversion projects while also supporting requests from existing clients.
• Supports quarterly report updates and documentation releases.
• Works closely with the development team to ensure necessary information is gathered.
• Maintains steady progress on client delivery.
• Facilitates client meetings and ensures all client custom reports are delivered and tested successfully.
• Manages client expectations effectively.
• Responsible for learning, understanding, and practicing basic concepts of standard reports, Jaspersoft, filters, drag and drop requests, KeyStone work areas, and table dictionary.
• Interacts with clients and internal resources with a high level of professionalism and diplomacy.

Reports Analyst

Accounting Manager

• Responsible for training client accounting staff on KeyStone functionality.
• Supporting credit unions in balancing of clearing/suspense accounts.
• Building of financial statements and serving as a remote resource, on-site as needed during conversion week.
• Work closely with the client and mentor to understand the clients existing functionality and processes.
• Consult with client to configure existing processes to KeyStone.
• Prepare the client for the GL conversion process.
• Assist client through the conversion process and provide training and/or support during and through post conversion.
• Work with client on table mapping to the new GL chart of Accounts, GL Accrual types, A/P Vendors, Invoice Types, Work Queues.
• Provide guidance in setting up batch jobs for all GL related functions.
• Maintain effective communication with clients and team members throughout the entire conversion process.
• Identify potential issues and ensure proper resolution is reached.
• Become familiar with KeyStone’s GL package and other related GL products.
• Perform other job-related duties as assigned.

Accounting Analyst

• Responsible for gathering and analyzing development specification and interfaces through the conversion data.
• Works closely with the client and collaborates with other Card Analysts and Conversion departments.
• Acts as the primary liaison between Card Services and Development.
• Demonstrating initiative, collaboration and teamwork to build an in-depth knowledge base of the KeyStone product and card conversion processes.
• Conducts card mapping, card setup and gathers specifications with additional assistance and guidance of senior Card Analysts.
• Facilitates installations and tests new versions of the card related interfaces and application software.
• Protects clients from errors by frequently troubleshooting and suggesting ways to improve product.

Card Analyst

Operations

• Administer and update technical tools and client-facing portals.
• Partner with IT and development teams to optimize reporting systems.
• Support leadership with special projects and operational data collection.
• Create and run daily management reporting and develop recurring metrics.
• Ensure clear communication across internal teams to maintain alignment.
• Coordinate and track internal technical initiatives including server migrations.
• Create, review, and update training materials and presentations.

Technical Operations Specialist

• Responsible for product planning, database configuration, development specification, client testing of third-party interfaces through the conversion process to the KeyStone application.
• With guidance, responsible for capturing and understanding the products and services offered by the client, as well as the processes being followed to ensure the core is built to meet the client’s needs.
• Responsible for understanding and practicing basic concepts of database set up and interface functionality in order to assist third-parties and clients with integration.
• Responsible for ensuring all client interfaces are set up and tested successfully within established timeframes.
• Interacts with clients and third-party vendors with a high level of professionalism and diplomacy to maintain effective and fruitful partnerships.
• Tracks interface development JIRAs to ensure timely completion and delivery to client.
• Demonstrates a high level of organization to ensure clients are sufficiently supported and internal communication is kept current, including maintaining all JIRA tickets with current status.
• Little to no independent decision making is expected.
• Some travel may be required as directed by the project or for training purposes (less than 25%).
• Follows established team procedures.
• Performs other job-related duties as assigned.

Integration Analyst I

Project Manager

• Responsible for planning, organizing, monitoring, and managing credit union core software conversions and other credit union information technology projects through completion.
• Ensures projects meet or exceed technical specifications, customer requirements, policies, budgets, and deadlines.
• Assembles, directs, coordinates, and assigns responsibilities to project team members.
• Carries out these responsibilities with guidance from management as needed.
• Ensures Management is well informed of area activities and potential risks, issues, and concerns.
• Assists with administrative support on Corelation initiatives.

Software Engineer

• Function as an integral part of the implementation team, assisting as assigned to address client support issues.
• Create, revise, and maintain core C++ software that requires little to no formatting changes to meet client business needs.
• Work with a team to confirm project requirements by reviewing software objectives, input data and resulting output.
• Identify and provide input on best practices and process improvement for program development.
• Provide reasonable task and project effort estimates.
• Perform revision, repair, or improvement of existing programs to increase operating efficiency or adapt to new requirements.
• Assist in training and mentoring new employees.
• Provide input as it relates to system integration of third-party or custom-built solutions.
• Preserve and optimize quality through testing as required.
• Maintain historical records by documenting program development and revisions.
• On-call support rotation for after hour emergencies and occasional weekend client conversion support.
• Leverage internal resources and experiences for credit union requirements when developing software.
• Contribute to design meetings, perform implementation and maintenance of multiple interface modules.
• Perform other job-related duties as assigned.