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Internal Auditor

Date posted: April 14, 2019


Internal Audit


The Internal Auditor conducts performance, operational, financial, information technology (IT), and compliance audit projects. This position is responsible for providing consulting services to the organization’s management and staff and input to the development of the annual internal audit plan. The Internal Auditor maintains all organizational and professional ethical standards and completes all internal audit work in compliance with The Institute of Internal Auditor’s (IIA) International Standards for the Professional Practice of Internal Auditing (Standards). This position works under limited supervision, with moderate latitude for initiative and independent judgment.

Key Responsibilities

  • Perform audit procedures, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting client processes and procedures
  • Perform appropriate audit field work to determine adherence to department and Portico policies and procedures
  • Conduct interviews, review documents, develop and administer surveys, compose summary memos, and prepare working papers.
  • Analyze audit findings and prepare recommendations for impact on operations
  • Meet with management to discuss audit findings and obtain responses
  • Assist external auditors in performing year-end audits
  • Provide support during the development and/or implementation of new applications or technology to ensure proper controls are considered and included
  • Conduct special projects and assume other responsibilities at the request of the Manager Internal Auditor or Portico management
  • Prepare concise, well written, objective audit reports for presentation to Portico management and board of trustees Audit Committee
  • Assess areas of risk and internal controls throughout Portico to determine the scope and objectives of the audits
  • Prepare or revise audit programs by obtaining detailed knowledge of the area through research and discussions with management and/or staff
  • Record findings in the audit findings database
  • Complete finding follow-up to ensure recommendations have been implemented or are in the process of implementation in accordance with management’s report response
  • Maintain accurate time allocation data for projects and/or audits
  • Assist in identifying and evaluating the organization’s audit risk areas and provide input to the development of the risk-based annual internal audit plan
  • Develop and maintain productive team-oriented client and staff relationships through individual contacts and group meetings
  • Pursue professional development opportunities, including external and internal training and professional association memberships, and share information gained with co-workers
  • Represent internal auditing on organizational project teams and at management meetings
  • Understand and comply with Portico’s governance, risk, and compliance standards, including internal controls, regulatory compliance, and policy compliance


  • Ability to establish and maintain harmonious working relationships with co-workers, staff, and external contacts, and to work effectively in a professional team environment
  • Knowledge of and skill in applying internal auditing and accounting principles and practices, as well as management principles and preferred business practices
  • Understanding of the IIA Standards and Code of Ethics
  • Familiarity with common indicators of fraud
  • Understanding of control environments
  • Excellent analytical and technical skills
  • Understanding of 403(b) church plan rules and regulations
  • Strong business and IT knowledge
  • Understanding of financial instruments and markets
  • PC literate in, but not limited to, Word, Excel, and Visio
  • Strong verbal and written communication skills, including active listening and the ability to present findings and recommendations for improvement
  • Research experience using various media such as law books, internal audit resources, and internet
  • Ability to work with all levels of management
  • Ability to work independently


  • Bachelor’s degree in accounting, finance, or related field


  • Minimum two years of internal audit experience
  • Experience in health care, benefits, IT, or investment auditing helpful
  • CIA or CPA desired