Manager, Internal Audit Business Process

About the role

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, offering products and services to help them plan purposefully for their futures and secure our life-long partnership as their trusted financial advocate.

As one team, we are 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, and we’re dedicated to creating a positive and supportive culture where our team members can thrive.

Responsibilities

• Develop and implement risk-based annual audit plans to assess the effectiveness of internal controls, financial reporting, and operational processes.
• Lead and oversee end-to-end audit engagements, including scoping, fieldwork, testing, and reporting, ensuring timely and high-quality deliverables.
• Identify and evaluate key risks, control deficiencies, and opportunities for process improvements.
• Manage, mentor, and develop a team of internal auditors, fostering a high-performance and collaborative environment.
• Provide guidance on complex audit issues, review workpapers, and ensure adherence to professional standards (e.g., IIA Standards, GAAP, COSO).
• Oversee training and professional development initiatives to enhance team capabilities.
• Build and maintain strong relationships with senior management, business units, and external auditors to facilitate effective communication and coordination.
• Present audit findings, recommendations, and action plans to the Audit Committee, Board of Directors, and executive leadership.
• Act as a trusted advisor, providing insights on emerging risks, regulatory changes, and industry trends.
• Ensure audits align with regulatory requirements (e.g., NCUA, FFIEC, FDIC) and industry best practices.
• Monitor and assess the institution’s risk management framework, including fraud, cybersecurity, and operational risks.
• Stay informed on regulatory updates and incorporate changes into audit methodologies.
• Drive continuous improvement in audit processes, leveraging data analytics, automation, and technology to enhance efficiency and effectiveness.
• Contribute to the development and implementation of internal audit policies, procedures, and tools.
• Promote a culture of accountability, ethics, and integrity within the organization.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. Master’s degree (e.g., MBA, MS in Accounting) or relevant certifications preferred.
• 8+ years of progressive experience in internal audit, external audit, or risk management.
• 3-5 years in a managerial role.
• Extensive experience in the financial services industry (e.g., banking, credit union, insurance, asset management) is required.
• Proven track record of leading complex audits and managing high-performing teams.
• At least one professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE), or Certified Information Systems Auditor (CISA) is required. Additional certifications (e.g., CRMA, CRISC, PMP) are a plus.

Skills

• In-depth knowledge of auditing standards (IIA Standards), financial regulations (NCUA, FFIEC, etc.), and risk management frameworks (e.g., COSO, Basel, SOX).
• Strong analytical, problem-solving, and critical-thinking skills, with the ability to interpret complex data and identify root causes.
• Excellent leadership, communication, and interpersonal skills to influence and engage stakeholders at all levels.
• Proficiency in GRC software (e.g., TeamMate+, AuditBoard, Archer, Quantivate, Diligent), data analytics tools, and Microsoft Office Suite.
• Experience with audit and data analytics tools (e.g., Power BI, Tableau) is highly desirable.
• Ability to manage multiple priorities, meet deadlines, and adapt to a fast-paced, dynamic environment.

Pay

Target base pay: $150,212/yearly. Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

Benefits

• 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, and 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, and flexible work arrangements available for specific positions.

This role is based in Dublin, CA HQ.