Audit Specialist (Remote)

Posted Yesterday
Hiring Remotely in Chicago, IL, USA
In-Office or Remote
32-36 Hourly
Junior
Fintech
Inspira Financial's innovative financial wellness solutions help people plan, save, and invest.
The Role
Perform plan funding audits across pre-tax benefit platforms to identify discrepancies and missing funding. Review and document employer account activity, maintain trackers and audit records, escalate funding gaps, collaborate with Collections and managers to support recovery, create operating procedures, assist internal/external audit requests, and provide weekly reporting to leadership.
Summary Generated by Built In
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
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 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

Preferred 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

Compensation & Benefits
$32.00/hr-$36.00/hr

Skills Required

  • Moderate to advanced Microsoft Excel skills including the ability to manage and analyze large data sets
  • High level of attention to detail and excellent record keeping
  • Strong customer service skills (verbal and active listening)
  • Proven track record of producing results and exhibiting positive, collaborative behaviors
  • Critical thinking and decision-making skills
  • Ability to work overtime
  • 2+ years of banking, compliance, or financial controls experience
  • Bachelor's degree or equivalent experience
  • Knowledge of HSA, FSA, HRA, Commuter, and other H&B products
  • Experience with benefits/funding platforms (CBAS, Panda, First Dollar)

What the Team is Saying

Hugh
Rachel Nielsen
Albert
Rebecca Karnoscak
Lauren Schulz
Oliver Siafa

Inspira Financial Compensation & Benefits Highlights

  • Retirement Support 401(k) with a stated “generous” company match and strong satisfaction with retirement programs stand out, and savings tools like HSAs/FSAs complement long‑term planning. Feedback suggests this area is a relative strength compared with other benefit components.
  • Leave & Time Off Breadth Substantial PTO, 10 paid holidays, volunteer time off, and paid parental leave are highlighted across company materials. Feedback suggests time‑off offerings are a notable plus for work‑life balance.
  • Wellbeing & Lifestyle Benefits Offerings include a mindfulness app subscription, pet insurance, and remote‑work flexibility, with some on‑site perks like a fitness center. Feedback suggests these extras add meaningful breadth beyond core insurance.

Inspira Financial Insights

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The Company
HQ: Oak Brook, IL
1,805 Employees
Year Founded: 2000

What We Do

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

Why Work With Us

Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers, institutions, advisors, and individuals.

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Inspira Financial Offices

Remote Workspace

Employees work remotely.

Typical time on-site: None
HQOak Brook, IL
Accruit an Inspira Financial Solution
Longwood, FL
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