Obtain and document partner controls relevant to Coastal’s ICFR requirements and map those controls to Coastal’s Partner ICFR Framework.

Maintain partner ICFR control inventories, alternative control testing documentation, gap tracking, and supporting evidence.

Receive identified control or assurance gaps from Financial Controls, Coastal’s partner risk function, or other responsible teams and determine the specific partner control or control objective requiring targeted testing.

Develop and perform targeted alternative testing procedures consistent with Coastal’s approved methodology and the specific financial reporting risk identified.

Perform targeted testing of identified CUEC gaps; this role does not independently determine CUEC applicability or identify CUEC coverage gaps.

Perform walkthroughs of specific controls subject to testing, as needed, to understand control design and how the control operates in practice.

Obtain and evaluate evidence supporting the design and operating effectiveness of the specific controls being tested, including validating testing populations and sample selections when required.

Prepare testing workpapers documenting the control tested, period and population covered, evidence reviewed, testing attributes, results, exceptions, resolution of exceptions, and preliminary conclusions.

Identify control deficiencies, missing evidence, testing exceptions, or insufficient support encountered during testing and escalate concerns to the Fintech Financial Controls Manager.

Track remediation of testing exceptions and perform follow-up testing as assigned.

Support the Fintech Financial Controls Manager in evaluating whether targeted testing adequately addresses the identified control or assurance gap.

Coordinate with Coastal’s Partner Risk and Internal Control testing team when SOC, ITGC, CUEC, transaction, or account-level testing matters require additional assessment or support.

Fintech Financial Controls Reporting Analyst

Responsibilities

Qualification

Required

Benefits

Company

Coastal

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