Auditor CFA Operations Center of Excellence

4 weeks ago

Tampa, United States Zenith American Full time

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

Bargaining Unit: NBU Grade: N/A

Position Type: Exempt Hours per Week: 40

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 comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com, and we would be happy to assist you.


Zenith American Solutions. Real People. Real Solutions. National Reach. Local Expertise.

We are currently seeking an experienced Auditor CFA Operations Center of Excellence with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 40 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more

Internals to Apply:

If you meet the minimum qualifications and are interested in applying for the above position, please submit an application.

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