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Financial Operations Audit Specialist – AI, Automation
Brown & Brown Insurance. Execute financial and operational audits, including planning, fieldwork, testing, documentation, and issue validation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in executing financial and operational audits, applying data analytics and automation to enhance audit methodologies. Proficient in communicating audit findings to diverse audiences and mentoring junior team members.
Highest-signal resume keywords
Internal Audit ExperienceData Analytics ApplicationPower BI ProficiencyCPA or CIA CertificationContinuous Auditing Methodologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AuditingOperational AuditingInternal Controls EvaluationAccounting PrinciplesAudit PlanningTesting and DocumentationIssue ValidationTrend AnalysisException TestingPopulation Analysis
Soft Skills
CollaborationOrganizational SkillsAttention to DetailWritten CommunicationVerbal Communication
Tools & Technologies
Power BIExcelPower QueryAI-Assisted ToolsERP SystemsGRC Platforms
Certifications & Qualifications
CPACIA
Industry Keywords
SOXICFRAudit MethodologiesContinuous AuditingAutomation
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Execute financial and operational audits, including planning, fieldwork, testing, documentation, and issue validation
- Evaluate the design and operating effectiveness of internal controls, including SOX/ICFR where applicable
- Draft audit observations and practical recommendations and support draft and final reports
- Apply data analytics and automation to audit planning and testing, including population analysis, exception testing, and trend analysis
- Use Power BI, Excel/Power Query, and AI-assisted tools such as Copilot/Claude to analyze data and support repeatable or continuous audit procedures
- Partner with stakeholders to understand processes, data sources, and risks
- Communicate audit objectives and results to technical and non-technical audiences
- Support remediation tracking and follow-up of audit findings
- Mentor junior team members
- Enhance audit methodologies, templates, and analytics capabilities
- Independently manage audit engagements and help advance FOA methodologies, including continuous auditing and automated testing
Requirements
What you’ll need- Bachelors in Accounting or Finance
- 4+ years of experience in internal audit, public accounting, or a related assurance role
- Demonstrated experience developing and implementing a modernized audit approach leveraging AI, continuous auditing, and automation
- Strong collaboration, organizational, and attention to detail skills
- Solid understanding of accounting principles
- Ability to prioritize multiple audits and meet deliverable dates in a fast-paced environment
- Excellent written and verbal communication skills
- Willingness to pursue required technical education and insurance designations
- CPA or CIA preferred or actively pursuing
- Willing and able to travel; minimal
- Demonstrated experience applying data analytics to audit or financial analysis
- Proficiency with Excel and at least one analytics or reporting tool, such as Power BI or Excel/Power Query
- Exposure to ERP systems such as Workday or GRC platforms such as Archer
Benefits
Comp & perks- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
- Required technical education and insurance designations may be pursued