completing financial activities for the purpose of accurate and timely reporting both internally and externally
assists in the development of technical solutions to complex business issues by creating spreadsheets to be utilized by lower-level positions
maintains performance management reporting
supports accurate balance sheet/P&L reporting
performs tactical data analysis and may assist Analysts with moderately complex data analysis
communicates exception items with all relevant areas to ensure accuracy of data on an ongoing basis
provides tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems
receives and responds to escalated customer inquiries
may contact management in operations, sales compensation, and sales
works with processors regarding enrollment/billing issues
acts as liaison with bank regarding premium collection status
coordinates activities and provides training for lower-level associates
assists with system testing of IT related projects and the implementation of application software releases within the Finance organization

Requires an AA/AS in accounting or finance
experience with relational databases
experience with mainframe and client server report writers
any combination of education and experience, which would provide an equivalent background
BA/BS degree preferred
Experience in a finance/health insurance field capacity preferred
Strong MS Suite experience preferred

Financial Operations Analyst

Key skills