Reconciliation Specialist (Health & Benefits), Remote

Position Summary:

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 escalation 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 elevate issues that may require intervention of the Manager or Team Lead
• Assist with internal and external audit requests
• Perform other duties as assigned