Financial Account Analyst

Position Summary

The Financial Account Analyst is trained in basic accounts receivable, GAAP, and basic knowledge of appropriation law. Duties include an administrative review of Inter-Agency Agreements (IAA), monitoring of the spend rate, a collection of rejected bills, and coordination of resolution. The position also involves providing various billing reports to customers, responding to finance office and program managers, and working with Operation leads, Account Executives, and Program Managers for Federal Occupational Health (FOH) services areas.

Essential Functions

• Address funding issues (missing, outstanding, or short funding) with customers, project funding required for remainder of fiscal year, provide reports to customers (as requested)
• Respond to finance office and program managers, address, research, and resolve billing issues, at month end—review charges for per capitated agreements and validate funds availability for all service areas
• Respond to general customer services inquiries, assist account executives and operational leads in maintaining customer relationships
• Partners with Operation leads, Account Executives, Program Managers for Federal Occupational Health (FOH) services areas

Responsibilities

• Explain recommendations for financial adjustments to customer funding requests based on actual services
• Review customer funding proposals for completeness, accuracy, and compliance with FOH policies, procedures and applicable regulations
• Routinely monitor customer spending to ensure appropriate draw down against billing charges for services
• Inform FOH program staff of status and availability of customer funds for services
• Communicate analyses results of customer accounts effectively
• Deobligation Activities closeout of IAA includes research deobligation funding requests provided by customer and resolve if determined that information customer provides does not match FOH record
• Enter funding levels and revenue estimates for customers in FOH information system; accounts receivable/chargeback/credit card reject resolution which may include coordination of communication among customer and various FOH divisions; assist customers with status reports; charge quality assurance as related to per capita calculations and/or funds availability; run utilization reports; evaluation/ notification/review of population changes with per capita manager (service delivery manager) and finance manager for operational division; Assist in the preparation for customer meetings
• Prepare summary reports or other reports as needed

Required Skills

• One (1) year experience in customer service health related field or three (3) years’ experience in customer account management service (to include account receivable activity)
• MS Office (Intermediate EXCEL skills and basic WORD)
• Customer relations, ability to learn new systems
• Works well independently and as a team member, excellent communication skills (verbal and written), leadership, and organizational skills
• Excellent organizational skills, including attention to detail and follow-through, the ability to prioritize and manage multiple projects simultaneously
• An understanding of internal and external customer service as demonstrated on the resume

Required Education

• Minimum Qualifications: Associate’s degree in related field (i.e., Accounting) or Bachelor’s Degree

Working Conditions/Physical Requirements

N/A

Pay

Starting at $25/hour

Benefits

• Medical
• Dental
• Vision
• 401k with company match
• A generous PTO policy

About the Company

STGi is a workforce solutions company providing comprehensive healthcare delivery, Head Start and management consulting services and human capital solutions help our clients. Our services and solutions help our clients sustain and enhance their operations to better accomplish their mission.

Equal Opportunity Employer

We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class.