Internal Auditor II

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $4.8 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

GENERAL SUMMARY: 

Under general supervision, performs audits and other special projects as necessary to assess the control environment, accuracy of financial records, and effectiveness of operations by performing the following duties:

Position Duties & Functions:

Performs operational and compliance audits as approved in the annual plan to determine the adequacy and effectiveness of internal controls.

• Documents and performs work as prescribed by the “Global Internal Audit Standards” issued by the Institute of Internal Auditors. 
• Performs branch audits with minimal guidance.
• Performs test work for assigned audit area, including identifying the test methods.
• Communicates findings to management.
• Prepares reports of findings and makes recommendations for improvement.   

Utilizes data analysis in support of audit work. 

Follows up on planned corrective action.

Assists in coordination of internal audit activities with outside auditors and examiners (NCUA, CPA Firms, CUMIS, etc.) and gathers information for them.

Assists with the preparation of monthly meeting packets for the Supervisory Committee. 

Performs special projects, tasks, and investigations as assigned.

Maintains working knowledge of developments in internal audit profession, and regulatory requirements.

Other duties as assigned

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION:

Completed Bachelor's degree (B. A.) preferably in accounting or business from a four-year college or university is required; plus two to four years related experience.

KNOWLEDGE and SKILLS:

• Ability to read, analyze, and interpret financial and operational reports, legal documents, technical policies & procedures, and governmental regulations. 
• Ability to apply rules and regulations to business practices to ensure compliance.
• Ability to understand various business operations and evaluate risks and controls from an independent position. This includes determining if management has identified and addressed all relevant risks.
• Ability to respond to common inquiries or comments from the Supervisory Committee, managers, employees, members, and regulatory agencies. 
• Ability to effectively present information and write reports & business correspondence in prescribed style and format.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 
• Ability to compute interest rates, ratios, discounts, and percentages and to draw and interpret graphs.
• Competency with personal computer; ability to prepare documents and files with word processing and spreadsheet software, and to quickly learn specialized software programs.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or verbal form and deal with several abstract and concrete variables.
• The employee in this position is expected to follow professional Standards for auditing.

COMPETENCIES:

• Impeccably high integrity and must maintain complete confidentiality of member, employee, and Credit Union information.

• Willingness to take responsibility for his/her actions and respond promptly.
• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize. 
• Ability to efficiently produce a significant volume of high-quality work.
• Must be able to travel to branches for audits, as required.

• The ability to understand and align with our core competencies through daily projects and tasks:

Growth Mindset

Diversity &