Revenue Cycle Compliance Auditor - Resident Trust

Overview

This role performs ongoing internal audits of Resident Trust accounts and related processes to help ensure resident funds are accurately accounted for, properly safeguarded, adequately documented, and managed in accordance with organizational policy and applicable regulatory requirements. The position also supports broader Revenue Cycle audit and compliance activities as assigned.

Responsibilities

• Perform routine and targeted Resident Trust audits across skilled nursing and other applicable communities using PointClickCare (PCC) and RFMS.
• Review Resident Trust bank activity, resident ledgers, deposits, withdrawals, checks, cash transactions, shopping activity, receipts, supporting documentation, and reconciliations.
• Trace Resident Trust transactions from authorization through disbursement and final documentation to confirm resident funds were appropriately used and properly accounted for.
• Audit withdrawal documentation for required resident or representative authorization, signatures, witness requirements, receipts, acknowledgments, and other supporting documentation.
• Review Resident Trust checks for proper authorization, required signatures, supporting documentation, unusual payees, checks written to cash, and other potential exceptions.
• Verify deposits to ensure funds received on behalf of residents are timely and accurately recorded to the appropriate resident account.
• Audit bank reconciliations, resident-level balances, cash-box reconciliations, and other controls intended to safeguard resident funds.
• Monitor discharged and deceased resident accounts for timely resolution and refund of remaining Resident Trust balances.
• Review high resident balances and other activity that may create Medicaid/resource-limit or compliance concerns.
• Conduct analytical reviews to identify unusual or higher-risk activity, including:
  • High-dollar or round-dollar transactions
  • Repeated payees
  • Employee-related reimbursements
  • Rapid withdrawals following deposits
  • Missing or voided checks
  • Other transaction patterns requiring additional review
• Maintain clear audit workpapers and supporting documentation sufficient to substantiate testing performed, findings identified, and conclusions reached.
• Document audit exceptions and communicate findings to appropriate facility, regional, and corporate leadership.
• Request additional documentation or expanded testing when initial audit findings cannot be adequately supported.
• Escalate significant discrepancies, suspected misuse of resident funds, repeated control failures, or other compliance concerns in accordance with established organizational processes.
• Track corrective actions and follow identified exceptions through resolution.
• Assist with development and maintenance of standardized Resident Trust audit tools, forms, controls, policies, procedures, and best practices.
• Provide education and guidance to Business Office and other facility personnel regarding Resident Trust documentation and control expectations when audit findings indicate a training need.
• Partner with Revenue Cycle leadership, facility operations, Compliance, Finance, and other departments as appropriate during investigations or corrective-action reviews.
• Serve as a backup auditor for other Revenue Cycle audit functions, including PCC revenue and financial reporting audits, revenue validation, account and payer reviews, and other internal Revenue Cycle compliance reviews.
• Assist with cost report audit preparation and supporting documentation, including validation and organization of Revenue Cycle information requested for cost reporting.
• Assist with Medicaid, Medicare, Managed Care, commercial insurance, and other payer audit requests, including gathering records, validating requested information, tracking documentation, and supporting responses.
• Assist with regulatory, financial, external auditor, ownership-transition, or other requests requiring Revenue Cycle documentation or validation.
• Perform special audits, investigations, data validation, and Revenue Cycle projects as assigned by the Director of Revenue Cycle Management.
• Maintain confidentiality of resident, financial, employee, and proprietary information.

Qualifications Required

• High school diploma or equivalent.
• Experience in skilled nursing, long-term care, healthcare Revenue Cycle, Business Office operations, accounting, auditing, or compliance.
• Strong analytical skills, including the ability to:
  • Review detailed financial transactions
  • Identify discrepancies
  • Trace activity between multiple records or systems
  • Distinguish documentation errors from issues requiring further investigation
• Strong written communication, organization, attention to detail, independent judgment, and follow-through.
• Ability to identify and communicate compliance concerns objectively and fact-based.
• Proficiency with Microsoft Excel and the ability to learn and work within multiple financial and healthcare information systems.

Preferred Qualifications

• Experience with PointClickCare (PCC) and/or RFMS Resident Trust.
• Experience with Resident Trust, resident funds, SNF Business Office operations, Medicaid, Medicare, insurance billing, healthcare financial audits, or Revenue Cycle compliance.
• Prior audit, accounting, reconciliation, fraud-prevention, financial investigation, or internal-control experience.
• Knowledge of skilled nursing facility reimbursement and regulatory requirements.

Core Competencies

• Attention to Detail: Identifies discrepancies and documentation deficiencies that may not be readily apparent.
• Analytical Thinking: Connects information across PCC, RFMS, bank records, receipts, logs, payer documentation, and other supporting records.
• Objectivity: Evaluates documentation and transactions based on evidence and established requirements rather than assumptions.
• Integrity: Handles sensitive resident and financial information with a high level of confidentiality and professional judgment.
• Follow-Through: Tracks findings through resolution rather than simply identifying exceptions.
• Communication: Clearly explains audit findings and documentation requirements to facility and leadership teams.
• Organization: Manages audits and supporting documentation across multiple facilities and competing priorities.
• Independence: Works effectively with limited supervision while recognizing when findings require leadership escalation.

Compensation & Benefits

Benefits eligibility criteria must be met to enroll in available benefits. Wage and benefit information in this listing is subject to change.

Benefits include:

• Advanced Pay
• Financial Literacy Classes
• Employee Assistance Program offering Mental Health Resources, Legal Guidance, Financial Information, and more!
• Child Care Discount
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k) for Eligible Locations
• Tuition Reimbursement
• Paid Time Off
• Holiday Pay
• Exclusive perks
• Employee education program
• Advancement Opportunities

Job ID

2026-19480

Equal Opportunity Statement

Equal Opportunity Employer.