Reconciliation Specialist (Health & Benefits), Remote

Inspira Financial

Oak Brook (IL)

On-site

USD 44,000 - 50,000

Full time

14 days+

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Benefits offered by this job

Healthcare

401K savings plan

company holidays

paid time off

parental leave

employee assistance program

Job summary

Inspira Financial is seeking an Audit Specialist of Funding and Audits to join the H&B Operations team in Oak Brook, IL. You will perform plan funding audits across pre-tax platforms, identify gaps, and document findings to support recovery and compliance efforts.

The role requires 2+ years in banking or financial controls, a Bachelor's degree, and strong Excel and analytical skills. The position offers competitive pay, healthcare, 401K, holidays, PTO, and growth opportunities within a

Qualifications

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

Responsibilities

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 elevate 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.

Skills

HSA/HRA knowledge

Customer service

Attention to detail

Record keeping

Excel

Critical thinking

Time management

Team collaboration

Adaptability

Problem solving

Education

Bachelor's degree

4+ years experience equivalent

Tools

Excel

Job description

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.

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.

Position Summary

Job Summary & Responsibilities

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 elevate 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

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

Pay Range

$32.00/hr-$36.00/hr

Pay Range

$32.00/hr-$36.00/hr

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

healthcare
401K savings plan
company holidays
paid time off
parental leave
employee assistance program

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.