TO BE CONSIDERED YOU MUST LIVE IN WASHINGTON STATE, IDAHO, OREGON, OR MONTANA

YOUR PURPOSE

Perform compliance, operational, financial and ad-hoc, risk-based audits for the credit union in accordance with the annual audit plan. The Internal Auditor II leads as well as supports audits as assigned by the Director of Internal Audit. Review records, documents, loans, policies and procedures, financial and operational processes to identify internal controls. Perform testing on identified controls, document and report your conclusions to the Lead auditor. Will assist with other audit functions and support various projects across the organization. Must maintain a high level of confidentiality and commitment to CORE Values.

YOU ARE RESPONSIBLE FOR

Internal Audit and Coordination

Works in support of the Lead Auditor and independently leads audits, depending on the department’s needs and as assigned by the Director of Internal Audit.

Audit Execution and Documentation

• Complete assigned workpapers independently, including performing various audit testing functions such as:
• Obtaining relevant documentation.
• Conducting walk-through meetings.
• Testing evidence to meet audit objectives.
• Ensure workpapers are accurate, well-organized, and meet documentation standards as outlined in the Internal Audit (IA) manual and the Institute of Internal Auditor (IIA) professional standards. 
• Assess compliance with internal policies, procedures, and applicable laws and regulations.
• Document conclusions clearly, ensuring workpapers provide sufficient evidence to support findings and conclusions. 
• Identify control exceptions and findings, promptly communicating them to the Lead Auditor

Lead Auditor Responsibilities

When acting as a Lead auditor, perform all duties of an Internal Auditor while also: 

• Develop audit work programs, including defining testing requirements and complete all required audit deliverables and documents. 
• Plan and manage the audit process, including scheduling and allocating tasks to assigned auditors. 
• When assigning tasks to auditors, set clear objectives and monitor performance and review work product.
• Supervising and guiding auditors to foster a collaborative and productive audit environment.
• Provide constructive feedback and support the professional development of audit staff. 
• Manage time effectively to ensure audit work is completed within allocated times and budgeted hours.
• Lead and coordinate meetings with senior management to discuss audit results and provide practical recommendations for identified findings. 
• Prepare comprehensive audit reports, including detailed findings, analysis, conclusions, and actionable recommendations. 

Continuous Improvement

• Stay informed on relevant regulatory changes and industry best practices.
• Actively pursue continuing education credits and training to enhance personal expertise and add value to the Audit Department. 
• Participate in various projects supporting internal audit and broader organizational objectives. 

Responsibility and Decision Making 

• Responsible for completion of their individual audit work in addition to reviewing other auditors work and providing feedback.
• Monitoring and following up to confirm completion of finding remediation for previous audits Lead. 
• Managing budgeted time allocated to the audit to ensure audit work is performed within the timeframes identified by the IA Director.
• Responsible for proper identification, documentation, and communication, of audit findings to all stakeholders and the IA Director.

SUCCESS LOOKS LIKE

Our individual contributor success competencies, coupled with our CORE Values, drive our ability to fulfill our Promise of "Guiding members in the direction of their dreams".

• Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
• Collaborates: Builds partnerships and works collaboratively with others to meet shared objectives. Readily takes action on challenges, without unnecessary planning. 
• Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.
• Communicates Effectively: Develops and delivers communications that convey a clear understanding of the unique needs of different audiences.
• Member Focused: Builds strong member relationships and delivers member-centric solutions, both internally and externally. 
• Self-Development Focused: Actively seeks new ways to grow and be challenged using both formal and informal development

COMPENSATION

At Horizon Credit Union, we believe in attracting and retaining talented team members who embody our CORE Values of Capability, Optimism, Responsibility and Empathy. Our pay values are reflected in our compensation philosophy which rewards individual performance and the potential to contribute to our teams’ overall success long-term.

The full pay range for this position across all the states in which we hire is $28.06-$42.09. The figures shown represent the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education, and skill level.

Benefits, Perks, and Other Good Stuff

We know there’s more to life than just a job. Our benefits are designed to help support our employees and their well-being. Take a look at what we have to offer:

• Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
• Telemedicine for part-time employees
• Paid Group Life and Disability Insurance 
• Employee Assistance Program
• Tuition Reimbursement Program
• 401K Retirement Savings
• Employer 401K Retirement Contributions & Matching upon eligibility
• Discretionary Annual Incentive Bonus based on eligibility criteria
• Paid Time Off per Full Calendar Year:

               § 10 hours of PTO per month (prorated for reduced full-time and part-time)

               § Paid Birthday Holiday

               § 2 Paid Wellness Days

               § Up to 24 hours of Paid Volunteer Time annually

               § 11 Paid Holidays

And More!

EXPERTISE YOU NEED

Education & Experience

Bachelor’s degree is required, preferably in Accounting or Finance. Three to six years of internal audit experience in the financial industry is preferred. Time and experience working in the financial industry in any other capacity may also substitute for internal auditing experience. CPA or CIA designation is preferred but not required.

Capabilities

• Exceptional in effective communication and documentation, encompassing both verbal and written skills
• Exceptional skill in conducting interviews and walk-throughs with the objective of obtaining key information
• Strong analytical and organizational skills to compile and test large amounts of collected data and information efficiently and effectively
• Demonstrates the ability to work independently and possesses effective time management capabilities
• Strong ability to read and understand regulatory language, conducting research pertaining to regulation and/or other risk areas
• Excellent skills in Microsoft Suite (Excel, Word, Outlook). Experience in diagramming, and project management software such as Smartsheet or Microsoft Vizio a plus
• Ability to work independently or as a team
• Strong ethical standards and a commitment to maintaining confidentiality

SUPPLEMENTARY EXPERIENCE AND CAPABILITIES FOR CAREER GROWTH

Horizon Credit Union retains the sole discretion to determine an employee's eligibility for promotion, independent of their qualifications, based on the prevailing needs and objectives of the business. While qualifications, experience, and performance are significant factors considered in the promotion process, Horizon Credit Union reserves the right to prioritize business needs and strategic objectives when making promotion decisions. This acknowledges that meeting or exceeding qualifications does not guarantee or entitle an employee to a promotion.

Employees are encouraged to continuously develop their skills, enhance their qualifications, and demonstrate exceptional performance in their roles. However, any decision regarding promotions remains at the discretion of Horizon Credit Union, considering various business factors that may influence such decisions.

EXPERTISE YOU’LL NEED

Level III

Bachelor’s degree is required, preferably in Accounting or Finance. Seven or more years of internal audit experience in the financial industry, with experience managing a team of two or more individuals. Time and experience working in the financial industry in any other capacity may also substitute for internal auditing experience. CPA or CIA designation is preferred but not required.

Demonstrates exceptional proficiency of the base Internal Auditor I and II duties as well as the following categories and their components:

Core Proficiencies

• Has consistently displayed excellent documentation skills for all audit-related deliverables
• Has consistently displayed strong skills in control testing and identifying exceptions and/or findings
• Has consistently displayed strong skills in performing clear, accurate, and timely communication with all stakeholders as well as the audit Lead
• Exhibits robust communication and leadership abilities when engaging in meetings and discussions with senior management, adeptly conveying audit findings with clarity 
• Has displayed strong skills in time management and managing the team’s time to successfully complete audits within targeted timeframes and/or budgeted hours
• Has lead audits of relatively lower complexity, either compliance or operational and successfully performed them within targeted timeframes and/or budgeted hours
• Has lead audits of varying degrees of complexity, managing a team of one or more staff

Coaching

• After demonstrating a high level of success in their positional core proficiencies, the individual may be coached and mentored to begin learning skills in leading audits with the goal of being promoted to the next level position
• The Director of Internal Audit may coach the individual to perform audits of higher complexities as well as receive coaching in how to perform advisory services for the credit union in addition to other tasks that are key to the department and the successful completion of the audit plan
• The Director of Internal Audit and Lead Auditor will coach the individual to perform more complex duties, audits, and other tasks essential to the department's successful completion of the annual audit plan

Leading Audits

• Proves a high level of performance leading audits while also leading one or more individuals successfully
• Oversees other Internal Auditors, fostering a collaborative and productive environment
• Assigns tasks, sets clear objectives, provides constructive feedback, and cultivates the professional development of team members
• Demonstrate exceptional leadership skills, the ability to inspire and motivate others, and a commitment to promoting a culture of excellence and continuous improvement within the team
• Proves a high level of performance leading audits while also leading one or more individuals successfully

ABLE TO

To perform the essential functions of this position an employee must be able to meet the following workplace demands: ability to converse with others, detect sound, identify, and detect objects, count, read, write, operate a computer, handle, and feel objects, reach with hands/arms and be stationary and/or stand and/or move for long periods of time. Occasionally an employee will lift/pull/push and carry up to 25 to 50 pounds, stoop, kneel, crouch, crawl, climb, and be able to maintain balance doing these activities. Position requires sound reasoning, good judgment, and ability to apply knowledge toward work activities. The noise level is moderate and typical of a normal office environment. In accordance with the Americans with Disabilities Act, Horizon Credit Union will provide reasonable accommodation/s to qualified individuals with disabilities to perform the essential functions, unless such accommodations would cause the employer an undue hardship. To request an accommodation, please contact Human Resources.

ABOUT THIS JOB DESCRIPTION

The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Job descriptions are not intended, nor do they create an employment contract, and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Horizon CU’s goals employees may perform other duties as assigned and all employees are expected to:

• Exemplify our CORE Values
• Promote teamwork and collaboration
• Provide our members with the highest quality service