Auditor CFA Operations Center of Excellence

Title: Auditor CFA Operations Center of Excellence Department: Operations Admin Support

Bargaining Unit: NBU Grade: N/A

Position Type: Exempt Hours per Week: 40

Location: Remote

Position Summary

The Auditor, Client Fund Accounting (CFA) Operations Center of Excellence is responsible for the auditing and service excellence of the CFA organization's daily operations related to the administration of health and welfare and pension benefits in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Supports the Manager CFA Operations Center of Excellence to ensure Trust Accounting (TA) and Accounts Receivable (AR) operations are delivered with supreme quality.


* Audits client tax payments, fund transfers, and contribution rates; completes audit checklists and reports; communicates results/findings; and ensures necessary actions have been taken.


* Audits and monitors national and client-specific CFA SOPs to ensure they are consistently followed, reviewed, and maintained.

Collaborates with CFA staff to ensure services are delivered according to national and client-specific standard operating procedures (SOPs).


* Audits setup of clients within the tax tool to ensure all applicable client tax filings and payments are included.


* Identifies gaps in use of accounts payable system; evaluates and reports accounts payable timeliness.


* Ensures clients are implemented and maintained within the month end checklist reconciliation tool.


* Audits and reports manually issued participant checks.


* Audits and reports AR contributions and collections timeliness.


* Works with the client implementation team and CFA staff to ensure check signatures are current, and correctly and appropriately maintained.


* Audits client banking data to ensure it is appropriately maintained according to SOPs.


* Audits stale/expired checks to ensure compliance with SOPs.


* Performs other duties as assigned.

Minimum Qualifications


* Bachelor's degree in business, accounting, finance, or related field.


* Five or more years of financial or accounting operations and/or audit experience.


* Familiarity and understanding of third-party administrator operations and Taft-Hartley provisions and implications.


* Exceptional written and verbal communications skills, able to communicate effectively with people at all levels of the organization.


* Ability to effectively collaborate, coach, and drive to action individuals at all levels of the organization.


* Willingness to travel as necessary to meet strategic objectives and fulfill commitments to all stakeholders.


* Computer proficiency including MS Office tools and applications.



*Please note this job description is not designed to cover or contain a compre...