Full-Time

Financial Advanced Internal Auditor

Deadline 8/1/27
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

No salary listed

Cincinnati, OH, USA

In Person

Less than 5% travel is required annually.

Bachelor's

Category
Legal & Compliance (1)
Required Skills
Microsoft Office
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets

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Requirements
  • A bachelor's degree in accounting, business administration, information systems, computer science, or a related field of study is required.
  • Demonstrated experience coordinating two to three projects or assignments simultaneously and completing assigned tasks accurately and on time is required.
  • Strong attention to detail and organizational skills are required.
  • Solid project management experience, including planning, executing, and maintaining a project from start to finish, is required.
  • Strong analytical skills, including identifying, defining, and resolving problems, and collecting or interpreting data to establish facts and draw valid conclusions, are required.
  • Strong verbal and written communication skills are required, including interpreting and communicating business needs between internal groups and external vendors clearly, accurately, and concisely.
  • The ability to document procedures and activities in an understandable manner using a prescribed format is required.
  • Written audit reports must conform to proper rules of punctuation, grammar, diction, and style.
  • Proficiency in Microsoft Office, including Word, Excel, Access, and Visio, is required.
Responsibilities
  • Perform risk-based audit procedures on scheduled audit projects in accordance with approved risk-based audit programs in a timely, efficient, and professional manner, demonstrating working knowledge of internal control concepts for each project.
  • Document and evaluate internal controls in the manual and automated systems being reviewed, identifying internal control strengths and weaknesses.
  • Prepare audit work papers that accurately and sufficiently document audit tests performed in accordance with departmental guidelines and the Audit Procedures Manual.
  • Provide timely information to the Audit Director regarding weaknesses noted during audit projects and recommendations for corrective action.
  • Prepare summary memoranda, closing conference agendas, planning meeting memoranda, and related materials that accurately describe test results, control weaknesses, exposures, and practical recommendations for improvement.
  • Complete the Internal Audit self-study program to gain knowledge of internal control concepts, audit testing techniques, data processing, and financial, systems, and operational auditing.
  • Provide basic internal controls consultation to customers as requested.
  • Serve as the lead in-charge auditor on small- to medium-size audit projects with low to medium difficulty and risk.
  • As lead in-charge auditor, supervise assigned resources, general interns, and staff internal auditors.
  • Assist external and regulatory auditors with scheduled audit activities.
  • Work in an office setting, remaining stationary for extended periods while working at a desk, using a computer or standard office equipment, or attending meetings.
  • Verbally communicate and exchange accurate information with customers and associates regularly.
  • Read and interpret correspondence, procedures, reports, and forms in paper and electronic formats, including materials involving small defects, small parts, machinery inspection, and measurement devices.
  • Prepare written correspondence, reports, and forms using prescribed formats and proper punctuation, grammar, diction, and style.
  • Apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Perform substantial wrist, hand, and finger movements for continuous computer work.
  • Work extended hours during peak workloads or special projects or events.
  • Travel less than 5% annually.
Desired Qualifications
  • Working knowledge of internal control concepts and risk-based audit techniques.
  • Thorough knowledge of accounting.
  • Ability to develop or adapt programs and procedures as needed.
  • Progressive risk-based integrated auditing experience in a Big Four public accounting firm or a Fortune 500-type company.
  • Exposure to automated systems, including mainframes and local area network- and wide area network-based applications.
  • Certified Public Accountant candidate for certification.
  • Certified Internal Auditor candidate for certification.
  • Certified Information Systems Auditor candidate for certification.
  • Certified Fraud Examiner certification.
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 2026 AM Best upgrades signal stronger capital and balance-sheet credibility.
  • The Till acquisition expands digital family banking and deepens direct-to-consumer distribution.
  • Assets and managed assets reached $132.5 billion by March 31, 2026.

What critics are saying

  • ZL Technologies sued Western & Southern in 2025; the case continues in Ohio federal court.
  • The company’s 2026 fintech push depends on integrating Till, Fabric, and Gerber Life.
  • A 2033 debt note and long-dated surplus notes expose Western & Southern to rating pressure.

What makes Western & Southern Financial Group unique

  • AM Best affirmed A+ ratings and positive outlooks on April 23, 2026.
  • Western & Southern now serves 6.3 million customers across insurance, retirement, and investments.
  • Till Financial and Fabric by Gerber Life build a family-focused direct-to-consumer platform.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.