Financial Analyst

1 day a week in office in Mason Ohio

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

• 1+ 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