Job Description

The Audit Specialist of Funding and Audits will report to the Manager of Funding and Audits in the H&B Operations Department. This role is responsible for performing plan funding audits across pre-tax benefit platforms to ensure accuracy, compliance, and timely resolution of funding discrepancies. The Audit Specialist reviews employer account activity, identifies funding gaps, documents audit findings, and collaborates with the Collections Specialists and Manager to support recovery efforts. The ideal candidate will have a compliance and financial controls mindset, strong attention to detail, critical thinking and decision-making skills, and the ability to work across multiple platforms and product types.

• Perform plan funding audits across pre-tax benefit platforms including CBAS, Panda, and First Dollar to identify discrepancies, missing funding, and outstanding balances
• Review and update audit records ensuring all entries, amounts, and documentation are accurate and complete
• Identify and escalate funding gaps, system discrepancies, and compliance concerns to the Manager or Team Lead
• Collaborate with Collections Specialists to provide audit findings that support funding collections outreach
• Maintain multiple trackers and document audit activity in business operations platforms with weekly reporting to the Manager
• Collaborate with the Manager, Team Lead, account managers, and platform partners to resolve compliance or financial controls issues
• Create and maintain written operating procedures related to assigned audit functions
• Communicate and utilize sound judgment to escalate issues that may require intervention of the Manager or Team Lead
• Assist with internal and external audit requests
• Perform other duties as assigned

Qualifications

Education and Experience:

• 2+ years of banking, compliance, or financial controls experience
• Bachelor's degree or equivalent experience

Skills and Abilities:

• Knowledge of HSA, FSA, HRA, Commuter, and other Inspira H&B products
• Strong customer service skills — verbal and active listening
• A high level of attention to detail and excellent record keeping
• Moderate to advanced Microsoft Excel skills including the ability to manage and analyze large data sets
• Must have a proven track record of success producing results and exhibit positive and collaborative behaviors
• Detail-oriented with the ability to multi-task in a fast-paced environment
• Demonstrates critical thinking and decision-making skills
• Ability to pick up new things quickly, able to manage time wisely, be flexible and work well within a team environment

Other Requirements:

• Ability to work overtime
• Prolonged periods of sitting at a desk and working on a computer