Finance Analyst - Senior - Ava Consulting
MASON, OH
About the Job
Description/Comment:
GENERAL FUNCTION
RESPONSIBILITIES
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
GENERAL FUNCTION
RESPONSIBILITIES
- Finance Operations contractor role is heavily focused on accounts receivable including collections and account reconciliations.
- 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
Source : Ava Consulting