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Sr. Audit Manager- Treasury/Finance
City National Bank 4.9
Remote operational review sergeant job
WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.
What you will do
Assists with the development of audit budget estimates for respective area of focus.
Assists with the development of the annual risk assessment and audit plan
Leads and performs continuous monitoring activities periodically for the area assigned
Maintains ongoing relationships with management of auditable units
Tracks and manages audit resources to meet the audit budget and audit plan mandates.
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Acts as a role model/mentor to lower level Auditors
Enhances and maintains morale of the audit staff
Performs on-the-job training of lower level auditors
Evaluates and provides performance feedback to lower level auditors
Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance
Participates in interviews and evaluations of new applicants.
Keeps informed of new services, products and events that have a significant business and technology affect.
Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.
Must-Have*
Bachelor's Degree or equivalent
Minimum of 7 years of audit experience
CPA - Certified Public Accountant CPA, CIA, CISA, or CFA
Skills and Knowledge
Must possess strong managerial, organizational, and verbal and written communication skills.
6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution
Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations
Experienced in managing and mentoring staff
Excellent writing and communication skills
Strong project management skills
Compensation
Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com.
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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$99k-176k yearly 18h ago
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Finance Lead - Strategic Finance & Cash Management
Parafin Inc.
Remote operational review sergeant job
About Us:
At Parafin, we're on a mission to grow small businesses.
Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on.
We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners.
We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities.
Join us in creating a future where every small business has the financial tools they need.
About the Role We are looking for a Finance Lead to own and scale the financial strategy that powers our business. This is a highly strategic position that will sit at the center of decision-making across the company. You'll lead financial planning, oversee cash management, and serve as a thought partner to leadership and all teams, ensuring we maximize margins, deploy capital efficiently, and position the company for sustainable growth.
Responsibilities
Lead financial planning and analysis (FP&A) across the company - building models, forecasts, and strategic plans to guide decision-making.
Manage cash planning and liquidity, ensuring capital is deployed effectively and aligned with growth objectives.
Serve as a strategic partner to product, operations, and go-to-market teams, helping identify opportunities to improve unit economics and margins.
Build a company-wide financial strategy that balances growth and profitability.
Create and track KPIs that align financial performance with business outcomes.
Provide regular reporting and insights to leadership and the board.
Qualifications
5+ years of experience in strategic finance, FP&A, investment banking, or private equity.
Strong understanding of financial modeling, cash management, and capital planning.
Exceptional quantitative skills, with the ability to translate data into actionable insights.
Strong communication skills with the ability to influence and align stakeholders.
Proven ability to balance detail-oriented execution with strategic perspective.
Proficient in SQL
Preferred Background
Experience at high-growth fintechs, technology companies, or scaling startups.
Exposure to small business lending or financial services is a plus.
Track record of driving margin improvement and financial discipline in fast-paced environments.
MBA preferred
What We Offer
Salary Range: $160k to $250k
Equity grant
Medical, dental & vision insurance
Work from home flexibility
Unlimited PTO
Commuter benefits
Free lunches
Paid parental leave
401(k)
Employee assistance program
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.
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$160k-250k yearly 4d ago
Frontier Data Lead - Finance (Remote)
Cerebras 4.2
Remote operational review sergeant job
A leading AI research accelerator is seeking a Frontier Data Lead - Finance to oversee and drive data projects. This individual contributor role requires expertise in Finance and technical skills in automation and scripting. You will ensure the success of data delivery processes, and engage directly with clients to translate their needs into effective data strategies. The position offers a flexible work environment with a supportive culture and competitive compensation.
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$116k-163k yearly est. 4d ago
Director of Finance - Remote, AI-Driven Growth Leader
Berkeley Payment Solutions Inc.
Remote operational review sergeant job
A financial solutions firm is seeking a skilled Director of Finance to manage finance operations during a growth phase. This pivotal role involves ensuring compliance with Canadian financial standards and overseeing all financial reporting. Candidates should have a CPA and over 10 years of finance experience, including leadership roles. The position is remote and offers a collaborative work culture alongside comprehensive benefits, supporting professional development and career advancement.
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$108k-163k yearly est. 4d ago
Finance Lead for High-Growth Real Estate Tech (Remote)
Airgarage Inc. 3.7
Remote operational review sergeant job
A leading tech startup is seeking a Head of Finance to establish a scalable finance function. The role involves owning the financial model, improving unit economics, and leading the implementation of new systems. The ideal candidate has built finance operations from scratch in a high-growth environment, with strong expertise in vendor negotiations and financial modeling. This position offers flexibility and significant growth opportunities within a rapidly expanding company.
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A national consulting solutions provider is seeking an experienced Finance Change Manager consultant to support critical initiatives within a Finance organization. The role involves leading change management efforts, conducting impact assessments, and developing communication strategies, while engaging closely with senior leadership. Required qualifications include 5+ years in change management, expertise in finance environments, and strong analytical skills. This is a remote position offering $65-70 per hour, with benefits including medical and 401(k).
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$65-70 hourly 4d ago
Remote Finance Data Platform Leader
Humana Inc. 4.8
Remote operational review sergeant job
A leading healthcare organization seeks an Associate Director for Finance Data Management to oversee data configuration and implement policies. This role requires a Bachelor's degree, at least 6 years of finance-related experience, and management expertise. Candidates should be proficient in SQL and familiar with Oracle Fusion Cloud and cloud platforms like Databricks. The position offers a pay range of $129,300 to $177,800 annually and is eligible for a bonus based on performance.
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$129.3k-177.8k yearly 1d ago
Assurance Manager - Public Sector (Remote-Eligible)
Rsm 4.4
Remote operational review sergeant job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for an Assurance Manager to join our public sector assurance practice which specializes in serving a wide array of organizations, including level of governments (Municipal, Provincial, and Federal), nationally recognized not-for-profit organizations and large philanthropic foundations. Experience the personal satisfaction of being part of a team that helps public sector and not-for-profit organizations position themselves to better achieve their mission and serve their members and constituents.
Responsibilities:
Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables
Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables
Assess risk along with design and communicate audit procedures to engagement teams
Understand and utilize RSM's Audit Methodology
Manage multiple engagement teams and prepare end-of-engagement evaluations for staff
Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process
Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements
Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
Anticipate and address client concerns and escalate issues as they arise
Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
Manage profitability of projects
Identify and communicate accounting and auditing matters to Senior Managers and Partners
Identify performance improvement opportunities
Ensure professional development through ongoing education
Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies
Willingness to travel 25% of the year, depending on your clients
Required Qualifications:
Bachelor of Commerce (Accounting) degree or equivalent degree from an accredited university
CPA, CA, ACCA Certification
5+ years of current or recent experience in a public accounting environment
Experience leading teams and mentoring associates
Understanding of audit services with knowledge of GAAP (Accounting Standards for Not-for-profit Organizations or Public Sector Accounting Standards), and GAAS
A proven record of building profitable, sustainable client relationships
Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
Bilingual in English and French
Preferred Qualifications:
A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagement
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ********************************************************************
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $79,500 - $135,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$79.5k-135k yearly Auto-Apply 9d ago
Asset Management - Financial Commercial Lead
Intersect 4.2
Remote operational review sergeant job
Company OverviewWe're a team of friends bound together by a mission to preserve our planet for future generations through innovative energy solutions and modern infrastructure. In December 2025, Google announced an agreement to acquire Intersect, to enable more data center and generation capacity to come online faster while accelerating energy development and innovation. After close, we'll continue doing exactly what we were built to do - develop, construct, and operate the most ambitious power and data infrastructure in the country.
Intersect's operations will remain separate from Alphabet and Google under the Intersect brand. We're on an aggressive growth trajectory and looking for people hungry to tackle the largest energy challenges on the planet.
Location & Team GatheringsIntersect has been a fully flexible workplace since its founding in 2016. We've been very intentional about the way we do things. We are not work-from-home, hybrid, or in-office - we are any and all of those options! Deepening social connections and offering shared experiences is a cornerstone of the way we work. We connect as a team at our Team Week experiences four times a year and at our recently established Hub locations - SF Bay Area, NYC Metro Area, NY; Denver, CO; Houston, TX; Calgary, AB; and Toronto, ON.
We are currently looking for candidates located within 60 miles of any of the listed hubs to foster more in-person connections while maintaining our flexible remote culture.
About This RoleIntersect is hiring a Financial Commercial Lead within Asset Management to ensure the economic integrity and commercial continuity of datacenter infrastructure projects across their lifecycle. This role applies a project-wide financial and value lens to commercial decision-making, working in close partnership across the organization and with third-party stakeholders to ensure commitments remain realistic and executable in operations. As an early Asset Management hire supporting this asset class, the Financial Commercial Lead plays a critical role in establishing delivery credibility and shaping an operating model designed to scale. The role is deeply involved from development through operations, with a visible integration role beginning at NTP and extending through COD and steady-state operations, serving as the commercial through-line across the asset lifecycle.
Team OverviewAsset Management is responsible for ensuring that Intersect's datacenter infrastructure projects are commercially coherent, operationally ready, and governed in a way that supports long-term reliability and partnership trust. Within Intersect, Asset Management acts as the owner-side integrator, translating commercial requirements into an executable operating model that maximizes reliability and long-term value. Unlike traditional asset management models, Intersect Asset Management operates in a single-counterparty environment, where value is created through disciplined execution, operational reliability, and durable commercial relationships rather than lender-driven compliance.
What You'll Do
Commercial Strategy & Risk Management• Serve as the financial commercial lead for assigned projects, applying a project-wide economic and value lens to all non-technical commercial commitments.• Own stewardship of offtake and other non-technical commercial agreements, including interpretation, change control, and escalation of material issues.• Identify, assess, and manage commercial risks associated with pricing mechanics, settlement structures, non-plant cost drivers, and contract design.
Project Development & Integration • Provide Asset Management input into development-stage commercial structures and modeling assumptions related to non-technical scope.• Ensure commercial and financial assumptions made during development remain visible, intentional, and executable through construction and COD.• Lead integration of non-technical commercial scope from NTP through COD, coordinating handoffs across teams and with project Asset Managers.
Financial Management• Maintain ownership of project-level economic assumptions and value drivers.• Identify and manage deviations between expected and realized economic performance over time.• Frame and communicate the commercial implications of changes in assumptions, performance, or external conditions in partnership with internal teams.
Compliance & Administration• Manage administration of non-technical commercial agreements, including offtake agreements and related amendments.• Ensure commercial commitments are tracked, documented, and administered consistently with internal governance.• Coordinate resolution of commercial disputes or changes in scope with internal and external stakeholders while preserving long-term trust.
What You'll Bring• 10-15+ years of experience in commercial, asset management, energy markets, or infrastructure roles• Strong commercial judgment with the ability to own and drive economic outcomes• Fluency in financial models, valuation drivers, and risk sensitivities• Experience managing or influencing complex commercial contracts and structures• Ability to work across functions and influence without direct authority• Comfort operating in ambiguity and making tradeoff decisions• Experience in renewable energy, infrastructure, or power markets strongly preferred Total RewardsAt Intersect, we care about your well-being, growth, and balance. Here's how we support you:
Compensation: $220,000 to $260,000 (total compensation includes base salary + bonus in USD) Health & Wellness: 100% premium coverage for you and your dependents on medical, dental, and vision Time to Recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year) Family Support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via Carrot and MavenMental Health: Free access to Spring Health which includes 5 free Therapy & psychiatry sessions, plus a Headspace account for mindfulness and meditation through our physical health vendor, Wellhub+Retirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right track Perks & Extras: $150 monthly food stipend, $150 monthly reimbursement for cell phone/ internet, pet insurance allowance, full home office setup and free access to UrbanSitter with $625 in quarterly paid company credits, ActiveHero, and One Medical
$220k-260k yearly Auto-Apply 7d ago
Manager - Audit
Frankel 3.7
Remote operational review sergeant job
Job DescriptionSalary:
Frankel is one of Nebraskas largest local CPA Firms. Innovation. Intelligence. Integrity. Since 1959, thats who we are. From our talented staffers to seasoned partners, we provide our clients with specialized knowledge and effective results. Our team is dedicated to continual improvement, utilizing cutting-edge technology, and refining our efficiency. We value people and our relationships, integrity, and a motivated work-ethic. Were not your typical accounting firm; were collaborative, growth-oriented, social, and focused on fun - we also care about your life outside of the firm.
Dont just take our word for it hear from our team:
I feel like I matter here. Work/life balance is very important to me, and here, its important to everyone. Its not only strongly encouraged; its lived out. I like that.
My experience at Frankel has been phenomenal. The partner groups efforts to provide a positive working environment do not go unnoticed, and it is evident that they all truly care for their employees.
Who were looking for:
Accounting degree
Licensed CPA
5-7 years of public accounting experience.
Business acumen
Strong technical knowledge and project management skills
A developing area in field of expertise and industry profile
Strong client relationship skills
Strong team management skills the ability to lead, motivate and coach teams of people
Demonstrated ability to coach and develop less experienced team members
A strong knowledge of firm products and services
A strong understanding of market trends.
Active role in professional, civic, and charitable organizations
Motived: learn, develop your career, and succeed
Client minded: friendly, professional, and a problem solver
Collaborative: you value a team-oriented atmosphere
What we offer you:
Reduced Required Hours
Health, Dental, Vision, Disability & Life Insurance
HSA and FSA options
PTO & Parental Leave
8 Paid Holidays
401(K)
Profit Sharing
Flex Fridays (Memorial Day to Labor Day)
Bonus opportunities
Recognition and incentive programs
Casual / Dress for your Day dress code
Busy season perks including catered meals, office competitions, and activities
Fun activities like family parties, holiday party, and the annual golf & spa outing
Limited travel
Flexible schedule with some work-from-home opportunities
Referral bonus program
Whats the job?
Responsibilities include but not limited to:
Develops and strengthens long-term relationships with senior client management and peer client levels
Understands clients businesses and industries to adequately assess risk and plan engagements
Develops and is accountable for the engagement work plan and ensures assigned tasks and responsibilities are achieved in accordance with Firm Quality Control policies and procedures, Code of Professional Conduct, and all applicable standards
Considers matters related to acceptance of new clients and continuance of service to existing clients
Supervises the preparation of the report, financial statement drafts, other reports and client correspondence by the senior accountant or supervisor
Anticipated effects of new standards and pronouncements on Firm accounting and reporting engagements and is proactive in communicating such to clients
Advises, coaches, and supports team members including providing consistent recognition and encouragement to team members to increase retention and utilization
Performs primary review of the engagement to ensure performance with all professional standards
Evaluates and communicates timely on the performance of staff, seniors, and supervisors
Structures work teams to successfully meet client expectations and help develop strong client partnerships
Works in consultation with the engagement leader to anticipate project issues, assesses alternatives, and takes appropriate measures to resolve engagement issues
Manages the engagement budget and anticipates and communicates budget issues, identifies opportunities to improve engagement profitability
Identifies client needs/opportunities to sell additional value-added services
Supports the partner group in the development and planning of practice objectives and budgets
Development of functional specialization and/or industry expertise
Supports the partner group in developing new initiatives to increase retention, meet resourcing needs (including recruitment interviews), utilization and people development
Builds strong coaching skills
Actively pursues self-development
Our process:
We value your time as you search for your career; because of that were dedicated to a swift, stress-free interview process. Our application takes less than 5 minutes, well communicate with you every step of the way, and our candidate experience is designed for you to get to know us.
All information provided will be held in strictest confidence.
NO AGENCY CALLS PLEASE.
$118k-149k yearly est. 19d ago
Audit and Assurance Manager-Bethesda, MD-Remote
Merito Group
Remote operational review sergeant job
Audit & Assurance Manager You can join a team of accountants at our mid-sized (Top 25) public accounting firm. Being a mid-sized firm, we can offer direct support and mentorship to our senior accountants by the managers and directors here. At the same time, you will have junior accountants that you can delegate work to. And you gain leadership experience by working with these associates.
Our CEO commented on the benefits and work-life balance at this firm and said, "I would not have stayed in public accounting this long if I didn't work here."
Benefits of this Job:
* Paid Time Off: 4 to 6 weeks depending on years of service
* Compensatory Time: At the senior accountant level and below, annual hours in excess of 2.150 can be paid out or converted to additional PTO (up to 40 hours!)
* Holidays: 12 and ½ paid holidays, 4 day long weekends for holidays in the summer
* Professional Development: Continuing professional education provided by the firm which may consist of a variety of in-house/group sessions, outside, and virtual training sessions covering numerous topics
* Remote Connectivity: The firm is predominantly remote and provides the basic, necessary equipment to enable employees to be productive while working from home
Essential Job Functions:
* Conduct and supervise fieldwork
* Review and analyze client internal control
* Review all work papers, financial statements, and tax returns before submission to Manager for further review
* Delegate work to associates and interns and leverage resources whenever possible
* Begin to develop industry expertise/specialization interests
* Proactively pursue professional development, completion of CPE requirements, and new opportunities for career and professional growth
Requirements:
* CPA or CPA candidate
* Strong organization, oral and written communication skills
* Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with accounting software
$59k-93k yearly est. 60d+ ago
Audit Manager
Tectammina
Remote operational review sergeant job
Recent audit and review experience including financial statement preparation Ability to train staff and effectively delegate certain tasks to staff personnel Manage and take responsibility for multiple engagements simultaneously Client uses the Creative Solutions Software package which includes Workpapers / Engagement for audits and reviews and Ultra Tax for tax preparation. Client uses the PPC Tools for audit programs and financial statement reporting.
Client is paperless with all documents electronically stores and have a robust remote terminal application which allow remote work either from home or from the client's location.
Non Profit, Single Audit, and 401k audits experience a plus
Qualifications
Recent audit and review experience including financial statement preparation
Ability to train staff and effectively delegate certain tasks to staff personnel
Manage and take responsibility for multiple engagements simultaneously
Additional Information
Share the Profiles to mahesh(@)techtammina(dot)com
Contact: ************
Job Type: Full Time
Eligibility: Green Card/US Citizens
Keep the subject line with Job Title and Location
$88k-143k yearly est. 3d ago
Audit Manager - Government Audits
Audit Friendly
Remote operational review sergeant job
Job Title: Audit Manager - Government Audits
Salary Range: $125,000 - $140,000
Job Type: Full-Time
About Us
We are a respected CPA firm in Southern California dedicated to delivering exceptional audit and advisory services to a diverse range of clients, including local, state, and county government agencies. Our innovative approach, commitment to excellence, and collaborative work environment set us apart. As we continue to grow, we are looking for experienced professionals to join our team and drive our success in the public sector.
Job Summary
We are seeking an Audit Manager with a proven background in government audits to lead and oversee audit engagements for government clients. In this fully remote role, you will manage multiple audit projects, ensuring that engagements are executed efficiently and in compliance with regulatory standards. The ideal candidate will have a CPA (or be in the process of obtaining one) and a minimum of 4-6 years of audit experience, including significant exposure to audits for local, state, and county government entities.
Key Responsibilities
• Audit Engagement Management:
• Lead the planning, execution, and completion of audit engagements for government clients.
• Develop and implement tailored audit programs and methodologies specific to public sector requirements.
• Team Leadership & Supervision:
• Manage and mentor audit teams, providing guidance, training, and performance feedback.
• Allocate resources effectively and monitor project progress to ensure deadlines are met.
• Client Relations & Communication:
• Serve as the primary liaison with government clients, fostering strong relationships and addressing their audit-related needs.
• Prepare and present comprehensive audit reports, including findings, recommendations, and strategies for improvement.
• Risk Assessment & Quality Control:
• Perform risk assessments and evaluate internal controls to identify key areas of concern.
• Ensure all audit work complies with GAAP, governmental accounting standards, and regulatory requirements.
• Process Improvement & Innovation:
• Stay current with industry trends, changes in regulations, and best practices in governmental audits.
• Propose and implement process improvements to enhance the efficiency and effectiveness of audit engagements.
Qualifications
• Education:
• Bachelor's degree in Accounting, Finance, or a related field.
• Certification:
• CPA is required or in the process of obtaining certification.
• Experience:
• Minimum of 4-6 years of audit experience, with a focus on local, state, or county government audits.
• Demonstrated success in managing audit engagements and leading audit teams.
• Technical Skills:
• Proficiency with audit software and Microsoft Office Suite.
• In-depth understanding of governmental accounting principles and relevant regulatory standards.
• Soft Skills:
• Excellent analytical and problem-solving abilities.
• Strong verbal and written communication skills.
• Proven leadership and mentoring capabilities.
• Ability to manage multiple projects and deadlines in a dynamic, remote work environment.
Benefits
• Competitive Compensation:
• Salary range of $125,000 - $140,000, commensurate with experience and qualifications.
• Remote Work:
• Enjoy the flexibility and work-life balance of a fully remote position.
• Comprehensive Benefits Package:
• Health, dental, and vision insurance.
• Retirement savings plan.
• Generous paid time off and holiday schedule.
• Professional Growth:
• Opportunities for continuous learning, professional development, and career advancement within our firm.
How to Apply
Interested candidates should submit their resume, cover letter, and any relevant certifications through our online application portal. We appreciate all applications; however, only those selected for an interview will be contacted.
Join our dedicated team and take the lead in delivering exceptional audit services to our government clients. We look forward to welcoming a passionate Audit Manager who will contribute to our firm's continued success!
$125k-140k yearly 60d+ ago
Finance Lead
South Jersey Industries 4.6
Remote operational review sergeant job
About Us
South Jersey Industries (SJI) is an energy holding company that delivers clean energy services to 700,000+ customers and businesses throughout 14 counties in New Jersey. As part of our core values, SJI is dedicated to being a community partner and developing innovative clean energy solutions to meet the needs of the future. To do this, we depend on our workforce of over 1,100+ talented, diverse employees who help us deliver safe, reliable, affordable clean energy for a better today and tomorrow.
At SJI, we believe that our employees are our most valuable asset. Whether you're a seasoned operations technician or an early-career legal professional, our culture, inclusive workforce, and leadership development and training programs will provide you with the tools you need to either kickstart your career or bring it to new heights.
Position Summary
SJI is seeking a dynamic FP&A Lead Analyst with deep finance experience and a strong interest in leveraging advanced technologies. This role will perform robust financial modeling and long-term planning, reporting and various ad hoc analysis to support our company's Net Asset Value (NAV) model. This leader will have the opportunity to advise management on expected business performance and influence operational decision-making based on the results of a robust operational and financial modeling practice.
Essential Functions:
Support the total company NAV financial model to support short-term and long-term business decisions
Create and maintain reporting frameworks and analytical methodologies to bridge variances in net asset value (NAV) when compared to various comparative periods
Partner business leaders across the company, affiliates, and/or consultants to understand economic drivers of the business and growth prospects to better inform the modeling process
Perform financial forecasting, reporting and operational metrics analysis
Analyze key contracts and incorporate relevant aspects into financial models
Identify and implement scalable business process improvements, with a focus on automation and AI integration.
Support the evaluation, selection, and implementation of AI solutions to enhance processes and decision-making
Required Skills:
Bachelor's degree with a concentration in a quantitative field (finance, accounting, data science, computer science, etc.) with 5-8 years of relevant experience
Excellent communication skills (verbal, written, presentation, interpersonal) with all types/levels of audiences required
Proficient with MS Office (Word, PowerPoint, Outlook, Teams, SharePoint, etc.) required, and with advanced knowledge of Excel
Ability to absorb, interpret, and communicate information, both financial and non-financial required
Preferred Skills:
Demonstrated experience evaluating, implementing, or working with AI solutions in FP&A or related finance functions is highly preferred.
Strong understanding of data analytics, machine learning concepts, or experience with AI-powered financial tools is a plus
Qualifications
Required Background:
Bachelor's degree with 8 years of relevant experience in a quantitative field (finance, accounting, data science, computer science, etc.) , or;
Master's degree with 6 years of relevant experience.
Equivalent work experience may be considered in lieu of degree.
Ability to be within a commutable distance to Folsom, NJ to attend important meetings/events as needed
Explore the Possibilities
South Jersey Industries employs a diverse range of talent - from construction contractors to environmental specialists. Regardless of the position, mentoring and networking, hands-on experience, gaining industry knowledge and the opportunity to make a meaningful impact on our business and in our communities are all exciting ways that we welcome our employees at SJI. And as a company committed to creating an engaging culture built on inclusion and diversity, you're sure to find an opportunity that makes you feel included, empowered, and ready to “bring your whole self to work” every day.
Benefits Package Overview
SJI offers a competitive and comprehensive benefits package to eligible employees.
The SJI “Total Rewards” Benefits Package include:
Flexible vacation, Paid Time Off, and Sick Leave package
Comprehensive Health, Dental, and Vision Insurance
Short-term and Long-term Disability Insurance
401(k), with generous company match
Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.
Equal Opportunity/Affirmative Action Employer
At this time, SJI is only considering applicants authorized to work in the United States currently and in the future without the need for visa sponsorship.
Compensation Range:
$111,000 - 177,600
We are committed to pay transparency and ensuring equitability compensation for all employees. The pay range for this position reflects the base salary only and does not include benefits, bonuses, or other forms of compensation that might be part of the total compensation package. The specific salary offered will be based on a candidate's qualifications, education, and experience.
$111k-177.6k yearly Auto-Apply 21d ago
Audit Manager
Knowhirematch
Remote operational review sergeant job
Now Hiring: Audit & Accounting Supervisors and Managers
Join One of Chicagoland's Top CPA Firms
As one of the top CPA firms in the Chicago area and a Great Lakes Regional Leader (
Crain's Chicago Business
and
Accounting Today, 2020
), we are committed to helping our clients-and our people-succeed. With more than 70 years in business and 125+ team members, we continue to grow by acquiring forward-thinking firms and providing exceptional service to our clients across diverse industries.
We're seeking experienced Audit & Accounting professionals at the Supervisor and Manager level, particularly those with Not-for-Profit or privately held company expertise.
Key Roles & Responsibilities
Senior Associate / Supervisor / Manager - Audit & Accounting
Depending on your level and background, you may:
Lead or support Not-for-Profit engagements, including 501(c)(3), (4), and (6) organizations (e.g., education, health & human services, associations)
Manage privately held business clients, primarily mid-market service companies
Serve as Engagement Lead, handling pre-engagement planning through final deliverables
Develop work plans, budgets, and schedules, and manage audit processes
Supervise and train staff; review workpapers and provide feedback
Build client relationships and serve as a primary point of contact
Customize and execute audit programs and tax procedures
Review and/or prepare financial statements, footnotes, Form 990s, and tax returns
Analyze complex transactions and provide recommendations
Address and resolve audit issues proactively
Maintain post-engagement contact to ensure client satisfaction
Industries We Serve
We specialize in privately held businesses and have a deep client base in:
Real Estate & Construction
Manufacturing & Distribution
Hospitality & Professional Services
Technology & Healthcare
Not-for-Profit Organizations (no governmental work)
Ready to Grow with Us?
If you're looking for a collaborative, rewarding, and high-growth environment where you can make a difference and be recognized for your contributions, we want to meet you. Join a firm that respects your talent, supports your goals, and gives you the tools to succeed-professionally and personally.
Requirements
Ideal Candidate Background
BS/MAS in Accounting or related field
CPA preferred
5-7+ years of public accounting experience, including audit and tax
Experience with Not-for-Profit or privately held clients
Exposure to both audit and tax is a strong plus
Strong communication and leadership skills
Ability to manage engagements independently
Benefits
Why Join Us?
Award-winning culture - Named a "Best Place to Work"
Path to Partner - Clear advancement opportunities
Established + Growing - Over 70 years in business and actively expanding
Client-facing work - Direct access to clients, managers, and partners
Diverse client base - Real estate, construction, manufacturing, distribution, hospitality, healthcare, tech, and not-for-profits
Mid-market focus - Clients range from $20MM to $500MM+ in revenue
75% remote work model
Flexible scheduling year-round
Summer Fridays off (Memorial Day to Labor Day)
Generous PTO and benefits
37-hour workweeks outside of peak season
Paperless office with modern technology stack
Hands-on training + professional development curriculum
Business casual environment with a balance of hard work and fun
$94k-154k yearly est. Auto-Apply 60d+ ago
Head of Strategic Finance
Cedar 4.3
Remote operational review sergeant job
Our healthcare system is the leading cause of personal bankruptcy in the U.S. Every year, over 50 million Americans suffer adverse financial consequences as a result of seeking care, from lower credit scores to garnished wages. The challenge is only getting worse, as high deductible health plans are the fastest growing plan design in the U.S.
Cedar's mission is to leverage data science, smart product design and personalization to make healthcare more affordable and accessible. Today, healthcare providers still engage with its consumers in a “one-size-fits-all” approach; and Cedar is excited to leverage consumer best practices to deliver a superior experience.
The Role
Cedar, the leading healthcare financial experience platform, is entering its next phase of growth as a scaled, multi-product healthtech company.
We are hiring a Head of Strategic Finance to serve as a senior strategic partner to the CFO, CEO, and executive team-owning enterprise-level financial strategy, commercial and product finance, and corporate development initiatives.
This role is responsible for helping Cedar make high-leverage, irreversible decisions-where we invest, how we scale, and how we execute against our long-term plan. The ideal candidate combines deep strategic finance judgment with strong executive presence and the ability to translate complex analysis into clear recommendations.
The person will report directly to the Chief Financial Officer and will serve on the Cedar Senior Leadership Team. In this capacity, this role is expected to be a thought leader on topics that impact all teams in the organization.
Responsibilities:
Strategic Finance & Enterprise Planning
Own Cedar's financial planning, scenario modeling, and capital allocation frameworks.
Oversee the development of the company's multi-scenario top-line plan
Lead complex modeling and analysis to support executive and Board-level decisions.
Support the development of and operationalization of pricing for all Cedar products.
Oversee the development of preparing business cases for new products & partnerships
Help lead and support Deal Desk operations and strategy for the Finance team
Partner with the Commercial Strategy and Product teams to manage the financial and business performance of the Cedar product suite.
Partner closely with the CFO to define financial strategy aligned to product expansion, growth priorities, and profitability goals.
Corporate Development & Strategic Initiatives
Evaluate potential M&A, partnerships, and strategic investments-from initial assessment through diligence and execution (as applicable).
Develop and maintain Cedar's corporate development thesis and evaluation framework to ensure strategic alignment.
Lead the development of and manage workstreams for any due diligence efforts
Partner with Legal, Finance, and functional leaders on integration planning when relevant.
Executive Influence & Decision Support
Serve as a trusted advisor to the CFO and executive team, bringing clarity, tradeoffs, and recommendations-not just analysis.
Prepare materials and insights for Board and investor discussions.
Act as a thought partner to Finance, Product, GTM, etc on high-impact initiatives.
Influence decisions across the company using credibility and judgment.
Team & Capability Building
Mentor and develop team members as the function grows.
Build and evolve strategic finance capabilities as Cedar scales.
Define processes, tools, and operating cadence that raise the bar on strategic rigor.
Requirements:
10+ years of experience across strategic finance, corporate development, investment banking, consulting, or operating roles in high-growth environments.
Proven track record of influencing enterprise-level decisions in a scaling company.
Experience supporting or leading M&A, strategic partnerships, or major investment decisions.
Strong understanding of SaaS / healthtech / fintech business models preferred.
Deep expertise in financial modeling, scenario analysis, and valuation.
Strong strategic judgment-knowing what matters and what doesn't.
Ability to translate complex analysis into clear, executive-level recommendations.
Executive presence and comfort operating with ambiguity.
Strong cross-functional partnership skills.
Compensation Range and Benefits
Salary Range* in CA, NY, NJ, CT, WA: $238,000 - $280,000
Salary Range* NOT in CA, NY, NJ, CT, WA: $214,200 - $252,000
This role is equity eligible
This role offers a competitive benefits and wellness package
*Subject to location, experience, and education
#LI-REMOTE
#LI-TN1
What do we offer to the ideal candidate?
A chance to improve the U.S. healthcare system at a high-growth company! Our leading healthcare financial platform is scaling rapidly, helping millions of patients per year
Unless stated otherwise, most roles have flexibility to work from home or in the office, depending on what works best for you
For exempt employees: Unlimited PTO for vacation, sick and mental health days-we encourage everyone to take at least 20 days of vacation per year to ensure dedicated time to spend with loved ones, explore, rest and recharge
16 weeks paid parental leave with health benefits for all parents, plus flexible re-entry schedules for returning to work
Diversity initiatives that encourage Cedarians to bring their whole selves to work, including three employee resource groups: be@cedar (for BIPOC-identifying Cedarians and their allies), Pridecones (for LGBTQIA+ Cedarians and their allies) and Cedar Women+ (for female-identifying Cedarians)
Competitive pay, equity (for qualifying roles), and health benefits, including fertility & adoption assistance, that start on the first of the month following your start date (or on your start date if your start date coincides with the first of the month)
Cedar matches 100% of your 401(k) contributions, up to 3% of your annual compensation
Access to hands-on mentorship, employee and management coaching, and a team discretionary budget for learning and development resources to help you grow both professionally and personally
About us
Cedar was co-founded by Florian Otto and Arel Lidow in 2016 after a negative medical billing experience inspired them to help improve our healthcare system. With a commitment to solving billing and patient experience issues, Cedar has become a leading healthcare technology company fueled by remarkable growth. "Over the past several years, we've raised more than $350 million in funding & have the active support of Thrive and Andreessen Horowitz (a16z).
As of November 2024, Cedar is engaging with 26 million patients annually and is on target to process $3.5 billion in patient payments annually. Cedar partners with more than 55 leading healthcare providers and payers including Highmark Inc., Allegheny Health Network, Novant Health, Allina Health and Providence.
$78k-119k yearly est. Auto-Apply 7d ago
Assurance Manager - Columbus
GBQ Holdings 3.7
Operational review sergeant job in Columbus, OH
The Assurance Manager will actively lead audit, review, and other assurance projects including planning, fieldwork, and wrap-up of all engagements. Lead engagement teams and manage client relationships including having responsibility for day-to-day client contact. Assist firm leadership in identifying new work and assist in obtaining new engagements. Create plans and budgets for audit and other assurance programs and ensure completion of engagements within a defined timeline. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.
Tasks:
Oversee all aspects of audits, reviews, and other assurance engagements
Develop programs, plans, and approaches for assigned client engagements
Supervise and review all work of seniors, staff, and interns on assigned client engagements
Responsible for supervising, mentoring training and supporting the development of seniors, staff, and interns
Communicate status of work, problems, and findings to both internal GBQ management and clients
Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified
Review engagement profitability and prepare and analyze monthly billing for assigned engagements
Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings
Profitability:
Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline
Achieve charge hour budget and meet hour expectations established by the firm
Monitor staff charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by the firm
Prioritize and manage multiple engagements and tasks
Participate in and lead approved non-client initiatives to improve firm administration
Assist in establishing and implementing policies that improve department efficiencies
Consistently utilize all firm and department software efficiently
Practice Growth:
Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
Demonstrate strong leadership skills while completing client work and firm-related projects
Identify opportunities to obtain new engagements and assist firm leadership in securing new clients and engagements
Participate in and lead public speaking engagements and presentations
Demonstrate excellent written and verbal communication skills
Client Focus:
Demonstrate strong analytical skills and deep knowledge of technical concepts
Demonstrate excellent judgment to identify and mitigate risks
Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio
Coordinate and collaborate with the team, other firm associates and client personnel to ensure the efficient flow of data, information, and financial issues, risks, and recommendations
Identify and present operational and financial improvement opportunities for clients served
Demonstrate appropriate understanding of client s business, industry an, resources available to provide value to clients
Identify complex issues and perform complex technical research to make recommendations to firm and client leadership
Brand Culture/Development:
Exemplify Brand Attributes of the Firm and promote a positive work environment for team members
Support and ensure adherence to all administrative policies and procedures of the firm
Demonstrate an ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders
Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills
Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in the development of associates
Work Experience and Education:
BA or BS in accounting or a related field
Must be a CPA
Strong proficiency with PC and software packages utilized by Assurance Department
Approximately 5-7 years of financial audit experience in public accounting
Organizational Relationships:
Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process
Responsible for the co-management and supervision of the Assurance Department staff numbering more than 35 people
Special Requirements:
Reliable transportation for on-site client work
Ability to work evenings and weekends based on time of year and client demands
GBQ participates in E-Verify.
$60k-77k yearly est. 60d+ ago
Audit Manager
Haskell and White 4.2
Remote operational review sergeant job
We are seeking an experienced Audit Manager to join our Public Accounting team. The ideal candidate will have a passion for delivering exceptional client service, a track record of successful team management, and a thorough understanding of audit methodology.
Drawing on their base of five to eight years of experience, Managers at Haskell & White are responsible for handling several client engagements simultaneously, as well as maintaining client relationships and developing a referral network for business development. Our Managers possess a high-level understanding of business and industry concepts, and use these as a foundation for providing proactive advice to current and prospective clients.
Job Type: Full-Time
Salary: $120,000.00 - $150,000.00 per year
Responsibilities:
* Plan and manage audits for a diverse portfolio of clients in various industries, ensuring compliance with accounting standards and regulatory requirements.
* Collaborate with partners and team members to develop audit strategies, timelines, and budgets.
* Review audit workpapers and supervise team members to ensure the quality and accuracy of audit reports.
* Serve as a key point of contact for clients and maintain strong relationships with key stakeholders.
* Provide mentorship and professional development opportunities for team members.
* Contribute to business development efforts by identifying potential new clients and building relationships with existing ones.
Qualification Requirements:
* Bachelor's degree in Accounting, Finance or a related field.
* CPA certification is preferred.
* 5+ years of experience in public accounting with a focus on audit.
* Demonstrated ability to lead and manage a team.
* Excellent communication, interpersonal, and problem-solving skills.
* Strong project management and organizational abilities.
* Familiarity with audit software and Microsoft Office Suite.
Benefits:
* 401(k) matching
* Medical, Vision, and Dental insurance - Employer contributes 90%
* Disability insurance
* Life insurance
* Flexible schedule
* Four weeks of paid vacation per year
* Work from home
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a results-driven leader with a passion for client service and audit excellence, we encourage you to apply.
Education and/or Experience:
* Bachelor's Degree in accounting, finance, or other business degrees
* Five to Eight years of audit experience at a CPA firm or other related experience
* A minimum of 40 hours of Continuing Professional Education (CPE) as required by licensing agencies to maintain and develop technical and supervisory skills
Certificates, Licenses, Registrations:
* Valid Certified Public Accounting (CPA) license or in the process of obtaining a valid CPA license
Supplemental Pay:
* Bonus pay
$120k-150k yearly 60d+ ago
Technology Audit Manager - Vice President
Jpmorgan Chase & Co 4.8
Operational review sergeant job in Columbus, OH
JobID: 210662764 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $137,750.00-$200,000.00 We are on the lookout for a talented Technology Audit Manager to join our join our Cybersecurity and Technology Controls Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Technology Audit Manager within our Cybersecurity and Technology Controls Internal Audit Team, you will execute the annual audit plan, manage audit engagements, perform audit testing and participate in control and governance forums.
Job Responsibilities
* Lead and execute large-scale audits or projects independently, including critical technology functions, cloud-based infrastructure, cybersecurity, risk management, application, and third-party management. Develop effective test plans and perform audit testing to ensure timeliness, accuracy, and quality.
* Identify and assess key risks and controls, executing and documenting work in accordance with JPMorgan & Chase's Internal Audit policy. Design and execute tests to verify control effectiveness to mitigate risk.
* Demonstrate professional skepticism while conducting audits, independently raising findings within established criteria, and keeping management and leadership informed throughout the process.
* Establish and maintain strong client relations during engagements, effectively communicating results to management via written reports and oral presentations. Prepare clear, organized documentation to support work performed.
* Lead continuous improvement by providing objective evaluations of technology processes, enhancing the organization's risk management capabilities, and developing business partnerships within Internal Audit and companywide.
* Adapt to change, embrace bold ideas, and leverage data analytics to enhance audit effectiveness.
* Stay informed about emerging cybersecurity technologies and trends, assessing their impact on the organization's risk landscape.
* Collaborate with IT, security, and business units to ensure a comprehensive approach to cybersecurity risk management.
* Lead and mentor audit teams, fostering a culture of continuous learning and improvement.
Required qualifications, skills and capabilities
* 7+ years of internal or external auditing experience
* Bachelor's degree in Technology, Accounting, Finance, or a related discipline.
* Great understanding of audit methodologies, internal control concepts, and the ability to evaluate and determine the adequacy of control design and operating effectiveness.
* Proficiency with the MITRE ATT&CK Framework, with 3+ years of experience applying it to identify, assess, and mitigate cyber threats.
* Experience in managing and evaluating security controls, with proficiency in the Information Systems Auditing Process and key areas such as Security and Risk Management, Asset Security, Security Architecture and Engineering, Communication and Network Security, Security Operations, and Cyber Resiliency.
* Advanced data analytical skills, adept at interpreting complex data sets and deriving meaningful insights.
* Good strategic thinking skills, with the ability to align audit activities with the organization's strategic objectives and cybersecurity goals.
* Knowledge of IT and Cloud management and control frameworks.
* Experience in a highly formal audit environment, including preparation of formal test of design and test of effectiveness work-papers.
* Certification in one or more of the following audit or security focus areas: CISA, CISSP, SANS, or expertise in cloud platforms such as AWS, Azure, or Google Cloud.
* Excellent verbal and written communication skills, with the ability to effectively communicate complex security concepts to stakeholders at all levels.
Preferred qualifications, skills and capabilities
* Related professional certification such as CIA, CPA, or CRISC is advantageous.
* Familiarity with coding, data analytics, cybersecurity controls, cloud design and controls, and/or distributed technologies is a plus.
* Experience navigating matrixed organizations and interfacing with regulatory agencies is beneficial.
* Experience leading and providing feedback to staff on audit projects or engagements is desirable.
* Experience with Issue Validation and Remediation is preferred.
* In-depth knowledge of financial regulations and compliance requirements related to cybersecurity, such as GDPR, PCI-DSS, SOX, and FFIEC guidelines, is a plus.
$137.8k-200k yearly Auto-Apply 60d+ ago
Manager, Auditing and Monitoring
Cardinal Health 4.4
Operational review sergeant job in Columbus, OH
What the Ethics and Compliance Department contributes to Cardinal Health Ethics & Compliance fosters a culture of integrity, accountability, and ethical decision-making across the organization. Our team partners with business leaders and employees to proactively identify and address compliance risks, provide guidance on regulatory requirements, and ensure our practices reflect the highest standards of conduct. Through education, collaboration, and a risk-based approach, we help safeguard the organization's reputation and support its mission to deliver trusted healthcare solutions.
Job Summary
Cardinal Health is seeking a driven, self-starter and highly skilled manager with expertise in healthcare regulatory compliance, including third party billing and reimbursement. This role will be responsible for providing sound compliance advice and guidance to Cardinal Health's At-Home Solutions ("AHS") business. At Home Solutions is a leading home healthcare medical supplies provider serving people with chronic and serious health conditions in the United States. The AHS business unit is comprised of four complementary business units: (1) Edgepark Medical Supplies, (2) Advanced Diabetes Supply Group, (3) Cardinal Health at-Home, a direct-to-home medical supplies distributor, and (4) Velocare, a supply chain network and last-mile fulfillment solution.
Reporting to the Director of Ethics & Compliance - At-Home Solutions, this role is responsible for ensuring the company operates in line with compliance standards. Key duties involve managing billing audits for durable medical equipment, prosthetics, orthotics, and supplies("DMEPOS"), including detection and correction of documentation, coding, identifying potential errors and/or medical necessity of items billed. And ensuring payor requirements are fulfilled. The position also includes sharing audit findings with management, recommending training and solutions for issues found, supporting audit diligence and integration efforts, and overseeing an audit team dedicated to billing processes and audits.
Candidates should be adaptable, team-oriented, collaborative, and capable of working independently in a fast-paced setting with oversight from Ethics and Compliance leadership. This role will work closely with various cross-functional colleagues across the AHS order entry and revenue cycle management team, Legal, the Enterprise Privacy Office, and other internal teams to identify and address potential issues and risks and help Cardinal Health comply with the evolving laws and regulations applicable to the AHS business.
Responsibilities
+ Provides compliance-related expertise and advice to Revenue Cycle management and other business teams with respect to day-to-day operations, including, without limitation, advice on Medicare and Medicaid DMEPOS supplier billing requirements, local coverage determination requirements, Medicare DMEPOS Supplier and Quality Standards, and other payor requirements.
+ Serves as liaison with third party government contractors conducting audits as well as managing a small internal billing compliance team.
+ Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to DMEPOS supplies billing and/or medical necessity reviews and other high-risk areas as appropriate.
+ Leads data analytics on audit outcomes; identifies and reviews audit trends and makes recommendations on remedial action to address such trends.
+ Evaluates the appropriateness of items billed based on supporting record documentation and ensures documentation conforms to CMS and/or payor requirements.
+ Prepares written reports of audit findings, with recommendations, and presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records.
+ Collaborates with the Legal team to conduct risk assessments to define audit priorities based on previous audit findings, management priorities, national normative data, CMS initiatives, OIG work plans and advisories and healthcare industry best-practices.
+ Develops and implements compliance training to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures.
+ Plans and conducts regular compliance training for Revenue Cycle team members, as needed.
+ Provides feedback and training for staff regarding potential claim deficiencies
+ Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements.
+ Supports the overall workplan of the Compliance Department.
+ Interacts with subordinates, peers, customers and suppliers at various management levels and may interact with senior management.
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved.
+ Other duties as assigned.
Qualifications
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred.
+ Familiarity with key laws, regulations, and sub-regulatory guidance that affects DMEPOS businesses and by federal and state government programs, for example, fraud and abuse (Anti-Kickback Statute, False Claims Act, Civil Monetary Penalties Law, Stark, and Beneficiary Inducement Statutes); works collaboratively with the Legal Team to help advise the At-Home Solutions business
+ 7+ years of related work experience supporting compliance programs in DMEPOS suppliers, coding and medical necessity expertise, preferred.
+ Related work experience with Brightree, preferred.
+ Expert-level knowledge of Medicare and Medicaid billing and documentation requirements; healthcare compliance audit methodology, principles and techniques; CMS Medicare manuals; DMEPOS reimbursement and repayment; confidentiality standards.
+ Ability to interpret and apply coverage determination, documentation and coding rules, laws and regulations and to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation.
+ Strong attention to detail with an emphasis on organizational and analytical skills.
+ Understanding of institutional risks and appropriate judgment to use a risk-based approach in planning and executing duties.
+ Ability to communicate complex and potentially sensitive issues to all levels of management including senior leadership.
+ Prompt and efficient ability to manage shifting priorities, demands and timelines using analytical and problem-solving capabilities.
+ Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment.
+ Excellent problem-solving skills with self-starter qualities, enabling management of responsibilities to function effectively and efficiently.
+ Strong communication and presentation skills.
+ Proficiency in MS Word, Excel, PowerPoint, and Outlook.
What is expected of you and others at this level
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff.
+ Participates in the development of policies and procedures to achieve specific goals.
+ Ensure employees operate within guidelines.
+ Decisions have impact on work processes, and outcomes.
+ Ability to work in a team environment with the ability to handle multiple audits at once.
+ Knowledge of claim lifecycles and revenue cycle management.
+ Knowledge of CMS Local Coverage Determination policies, and various payor requirements.
+ Professional auditing experience.
+ Exceptional Customer Service Skills.
+ Proven interpersonal communication skills.
+ Excellent time management, personal integrity and ability to maintain confidentiality
**Anticipated salary range:** $105,500-$150,100
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
- Medical, dental and vision coverage
- Paid time off
- Health savings account (HSA)
- 401k savings plan
- Access to wages before pay day with my FlexPay
- Flexible spending accounts (FSAs)
- Short- and long-term disability coverage
- Work-Life resources
- Paid parental leave
- Healthy lifestyle programs
**Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
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