Finance Analyst

Excel AR Report Skills Test required for ALL INTERVIEWS

Ideal skills sought for this contractor candidate: emphasis on cash application and/or accounting background, prior experience in ERP database/cash application system, critical thinking skills, ability to work independently.

GENERAL FUNCTION

The Analyst- Finance supports the finance operations functions for high risk, complex clients completes complicated analysis & reporting and provides guidance and direction for financial management. The Analyst provides support to Account Managers for small to large-size clients. Ensures client requests are researched and follow up is completed in a timely manner.

MAJOR DUTIES AND RESPONSIBILITIES

•             Interfaces daily with internal and external clients (via phone, email, etc.) to research and resolve/escalate issues accurately and in a timely manner. Ensures upward and downward communication to keep management and associates properly informed.

•             Analyzes complicated data to identify trends, makes forecasts and provides recommendations/solutions that facilitate cash application of outstanding balances.

•             Analyzes open receivable trends, including payment frequency and root cause analysis (i.e. denials, over/short payments, etc.).

•             Manages and prioritizes the cash application process for high risk customers

•             Identifies and recommends system/process modifications necessary to improve efficiency and effectiveness.

•             Ensure accurate financial records of client’s accounts.  Provide reporting to Account Managers, clients, broker, TPA and/or auditors upon request.

•             Works with key internal and external stakeholders to thoroughly understand issues that arise with high risk, complex clients for small to large-size clients.

BASIC QUALIFICATIONS

•             College degree or equivalent work experience

•             2+ years of experience in Finance, Accounting or related field

•             Strong analytical and problem-solving skills

•             Advanced knowledge of Microsoft Word and Excel

•             Ability to work in both team and individual environments

•             Strong customer service and communication skills, both oral and written

•             Understand and adheres to a high level of confidentiality and integrity

•             Ability to quickly grasp and retain information and concepts

•             Ability to multitask and prioritize handling of issues

•             Ability to identify problems and take initiative to recommend solutions to Manager and implement changes

•             Experience in customer service or insurance related role/processes

PREFERRED QUALIFICATIONS

•             Self-starter, sense of urgency, works well under pressure

•             Knowledge of vision and /or insurance benefits

•             Understands third party benefits and administration

•             Ability to promote integrity and a strong work ethic

•             Knowledgeable in continuous improvement methods

•             Knowledge and experience in SAP

•             Previous Facets experience and knowledge

Additional Job Details:    Location: Hybrid Office day every Tuesday and Third Thursday of Month