About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

The Senior Internal Auditor is a member of internal audit team to support the continued growth of Patelco Credit Union. The Senior Internal Auditor evolves internal audit practices and processes to provide assurance that the corresponding heightened regulatory expectations that come with a growing credit union are effectively met. The Senior Internal Auditor leverages financial institution compliance, financial, and operational audit experiences to enable this ongoing transformation.

The Senior Internal Auditor is a core contributor and/or lead on all phases of planning, performing, documenting, managing, and reporting on compliance and operational internal audit assignments. This role will have a particular focus on auditing Patelco’s internal control setup to assure that regulatory requirements are being met. In addition, the role will support annual audit risk assessments, continuous risk monitoring, validation of closed management actions, and annual audit planning. The role will report to the SVP Internal Audit.

This is a Temporary/Contract position that could lead to Full-Time employment with us!

Responsibilities

• Plan and/or contribute to the development of a risk-based audit scope, audit program, and testing procedures based on inherent risk factors and quality of controls
• Participate in as a lead or contributor on audit assignments, including documenting audit work, reporting on results, validating completion management remediation.
• Analyzes audit results, prepares presentations of findings, and develops recommendations meant to reduce risk and increase protection of organizational assets.
• Prepare working papers and audit reports in accordance with established guidelines within the Internal Audit manual
• Perform the annual risk assessment of activities within the audit universe and updating the audit universe regularly for changes in business operations
• Support the SVP Head of Internal Audit in the development, implementation, and execution of elements of the Internal Audit strategic plan
• Safeguard credit union assets and the interests of Members by ensuring that appropriate internal controls are in place
• Coordinate and provide support for the annual regulatory exams, and co-/outsourced audits
• Assist the SVP Internal Audit to collect and prepare required documentation for Audit & Risk Committee meetings; provide additional committee support as needed
• Recommends new or modified procedures that improve efficiency or compliance and mitigate risk or loss.
• Other duties as assigned
• Strong knowledge of concepts, principles and practices of audit, compliance, risk management, regulations and internal controls in financial services / Credit Unions.
• Excellent written and oral communication skills. Ability to effectively communicate with all levels in organization.
• Superior attention to detail and accuracy, excellent problem solving, analytical and research skills.
• Excellent PC skills required, Microsoft Office with a focus on Excel, Word, and PowerPoint.
• Proven organizational skills, including balancing multiple responsibilities, and effectively meeting deadlines.
  
  
  

Qualifications

• Undergraduate degree in Business, Accounting or Finance
• 7+ years’ experience in internal audit, financial analysis role and/or risk management in the Financial Services Industry or related (like Banking or Credit Unions)
• A recognized professional accounting designation (e.g., CA, CIA, CMA, CGA) is preferred
• This role is based out of our Dublin HQ
• Shift hours – 8 AM to 5 PM
  
  
  

We Offer

If converted to a Full-Time Patelco employee, Patelco offers:

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Onsite fitness center at HQ and rewards for completing wellness related activities
  
  
  

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement
  
  
  

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays
  
  
  

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work
  
  
  

Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans



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