Heritage Financial Credit Union

Manager

• Lead and conduct internal audits of departments, processes, and controls with low to moderate complexity.
• Serve as the primary liaison between the credit union and its externally sourced internal audit service provider for high-complexity or high-resource engagements.
• Review and evaluate audit reports and recommendations from vendors and internal findings for quality and completeness.
• Monitor progress and resolution of all audit findings (external audit, internal audit, and examination) through ongoing tracking and follow-up activities.
• Ensure accountability with due dates and resolutions and escalate concerns quickly if barriers with certain leaders are identified and not quickly remediated.
• Review cash control procedures and monitor safeguarding of assets.
• Oversee the development and maintenance of the annual audit plan and risk-based audit assessment in close collaboration with the Supervisory Committee, Management and any outside audit firm.
• Administer the Credit Union's current audit tracking system including updates, workflows, reporting, and quality assurance.
• Serve as the primary point of contact during regulatory and compliance examinations from federal and state agencies (e.g., NCUA, NY-DFS).
• Stay informed of changes in the regulatory and financial service landscape and where appropriate, translate those changes into audit programs which assure the organization's compliance with such regulatory requirements.
• Provide regular, clear, and comprehensive reports to the Supervisory Committee, including updates on audit activities, emerging risks, and audit resolution progress.
• Partner with the CEO and Senior Leadership to provide insights and recommendations that support business performance and control effectiveness.
• Actively participate in Senior Leadership Team meetings, contributing thought leadership on governance, risk, and controls.
• Serve as a peer coach and mentor across the organization, influencing and insisting on a culture of accountability, ethics, and continuous improvement.

Senior Manager, Internal Audit