Financial/Accounting Operations Specialist

About the role

This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.

Responsibilities

Primary duties may include, but are not limited to:

• Receives, validates and enters information into Finance systems.
• Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
• Monitors and updates controls to ensure compliance.
• Conducts independent analysis for the purpose of resolving complex and varied work process issues.
• Deposit Processing: Accurately process deposits for COBRA checks and provider refunds, ensuring all transactions are recorded in a timely and precise manner.
• Customer Service: Address customer service call logs concerning check tracers, providing clear, helpful, and prompt responses to client inquiries.
• Reporting: Run financial reports and analyze data to support business operations and decision-making processes. Identify trends, discrepancies, and areas for improvement.
• Task Management: Assist with various financial operations tasks and projects as needed, demonstrating flexibility and a proactive approach to workload management.
• Collaboration: Work closely with team members and other departments to resolve issues and enhance operational efficiency.

Requirements

• H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities, and Experiences

• Understanding of financial regulations and compliance standards.
• Banking or large deposits experience.
• Experience with Microsoft Dynamics Finance and Operations Suite.