Accounting Analyst

CoRelation

. Train client accounting staff on KeyStone functionality .

Posted 10/20/2026full-timeSan Diego • California • United StatesJunior💰 $61,000 - $74,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in KeyStone functionality and GL conversion processes, providing effective training and support to clients. Proficient in table mapping, GL chart of accounts, and batch job setup for GL-related functions.

Highest-signal resume keywords

KeyStone FunctionalityGL Conversion ProcessesClient TrainingTable MappingBatch Job Setup

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement BuildingClient Process ConfigurationUnderstanding of GL Accrual TypesKnowledge of A/P VendorsInvoice TypesWork QueuesBasic Database Setup ConceptsGL-Related Functions

Soft Skills

Effective CommunicationProblem Resolution

Tools & Technologies

KeyStone’s General Ledger ProductWebex

Industry Keywords

Credit UnionBankingAccounting Services

About the role

Key responsibilities & impact

Train client accounting staff on KeyStone functionality
Support credit unions in balancing clearing and suspense accounts
Build financial statements
Serve as a remote resource, with on-site work as needed during conversion week
Work with clients and mentors to understand existing functionality and processes
Configure existing client processes to KeyStone
Prepare clients for the GL conversion process
Assist clients through conversion and provide training and post-conversion support
Work with clients on table mapping to the new GL chart of accounts, GL accrual types, A/P vendors, invoice types, and work queues
Provide guidance on setting up batch jobs for GL-related functions
Provide training via Webex on KeyStone’s General Ledger product
Maintain effective communication with clients and team members throughout the conversion process
Identify potential issues and ensure proper resolution
Perform other job-related duties as assigned

Requirements

What you’ll need

Entry-level position in the Accounting Services department
1 year of related experience
Credit Union/Banking experience preferred
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 formal instruction and on-the-job training
Ability to understand existing client functionality and processes
Ability to configure client processes to KeyStone
Understanding of GL conversion processes
Ability to provide client training and post-conversion support
Knowledge of table mapping, GL chart of accounts, GL accrual types, A/P vendors, invoice types, and work queues
Ability to set up batch jobs for GL-related functions
Basic database setup concepts requiring GL information
Familiarity with KeyStone’s General Ledger product and related GL products
Ability to travel on-site for GL conversion and support as needed

Benefits

Comp & perks

Competitive pay
Generous 401(k) retirement plan
Extensive paid time off policy
Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k) match
Discretionary profit share
Discretionary annual bonus
Wellness programs, including yoga and massages
Bi-weekly engagements, including coffee tastings and trivia
Community involvement
Professional development
Growth days
Vacation days
Floating holidays
Sick days
Parental leave
Company band
Basketball
Flag football
Volleyball