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
