Guardianship Auditor
Responsibilities:
• Review bank records, investment activity, and related financial documentation for individual guardianship matters to confirm adherence to court directives and applicable statutes.
• Evaluate financial transactions for accuracy, completeness, and potential irregularities, then document conclusions and prepare recommendations for court consideration.
• Gather and organize materials needed for each audit, including supporting records, schedules, spreadsheets, and formal work papers.
• Prepare clear audit summaries and written findings that outline concerns, exceptions, and proposed next steps.
• Communicate with guardians, attorneys, and other involved parties to address reporting issues and support the correction of identified deficiencies.
• Verify that submitted reports meet required standards, timelines, and documentation expectations before final review.
• Maintain accurate audit files within case management, audit, and enterprise resource planning systems used by the organization.
• Support ongoing internal audit activities within the guardianship function while managing multiple case reviews in a timely manner.
Qualifications:
• Bachelor’s degree in Accounting, Finance, Business, Economics, Information Technology, or a related field.• At least two years of experience in auditing, financial analysis, compliance review, or a similar analytical role.
• Knowledge of financial audit practices, audit findings documentation, and internal audit processes.
• Ability to interpret bank statements, investment records, and financial reports with strong attention to detail.
• Experience preparing spreadsheets, audit work papers, and organized supporting documentation.
• Proficiency with audit software, case management platforms, and enterprise resource planning systems.
• Strong written and verbal communication skills for working with attorneys, guardians, and court-related stakeholders.
Compensation
Based on experienceAbout Us
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