Senior Business Analyst

Role Overview

• Support and optimize accounting workflows for high‑transaction‑volume premium payments, including credit card, ACH, and digital payment methods
• Analyze end‑to‑end payment flows from customer payment through authorization, settlement, fees, refunds, and chargebacks, ensuring accurate and timely posting into D365
• Partner with Accounting to design and maintain scalable cash application and exception‑handling processes to support peak transaction periods
• Support reconciliation of payment processor settlements to bank activity and D365 subledgers, identifying and resolving timing differences, fees, and failed transactions
• Ensure proper use of company codes, legal entities, and financial dimensions within D365 to support entity‑level financial reporting, intercompany activity, and carrier and product‑level reporting
• Partner with Accounting leadership to ensure premium revenue, commissions, and liabilities are recorded accurately by entity and in accordance with internal accounting policies
• Serve as the accounting business lead for D365 initiatives supporting high‑volume transactions and multi‑entity accounting
• Translate accounting requirements into D365 functional designs, including chart of accounts and financial dimensions, posting profiles and subledger structures, and automated allocations, accruals, and reclass entries
• Partner with IT and vendors to support integrations between payment processors, policy administration systems, and D365, ensuring data accuracy and control integrity
• Ensure high‑volume payment and settlement processes maintain strong internal controls over financial reporting
• Identify and mitigate risks related to transaction volume scalability, data integrity across systems, and segregation of duties in payment processing
• Support audit and regulatory requirements common to insurance MGAs, including documentation and control evidence
• Support improvements to month‑end close processes impacted by premium volume, payment timing, and multi‑entity reconciliations
• Partner with Accounting and Finance to enhance reporting related to premium collections, carrier payables and commissions, and entity‑level and consolidated results
• Identify opportunities to reduce manual effort and improve close timeliness through automation and process redesign
• Act as a trusted advisor to Accounting leadership on system scalability, payment risks, and entity structure impacts
• Facilitate cross‑functional working sessions with Accounting, IT, Operations, and external vendors
• Mentor junior analysts and promote consistent business analysis standards.

Requirements

• 5+ years of experience in business analysis, accounting operations, or finance transformation
• Experience supporting high‑volume financial transactions, preferably premium payments or customer billing environments
• Experience working within a multi‑entity accounting structure, ideally in an insurance MGA or financial services organization
• Hands‑on experience with Microsoft Dynamics 365 Finance (or similar ERP systems)
• Experience supporting or integrating payment processors, including settlement, fees, refunds, and chargebacks
• Strong understanding of accounting principles, month‑end close, reconciliations, and financial controls
• Strong understanding of high‑volume payment processing and accounting implications
• Knowledge of multi‑entity ERP design, including legal entities and financial dimensions
• Proficiency with SQL for data analysis, validation, and reporting
• Ability to design scalable, controlled solutions that support growth and transaction spikes
• Strong analytical, documentation, and stakeholder facilitation skills
• Excellent attention to detail with a control‑ and compliance‑focused mindset.

Tech Stack

• ERP
• SQL

Benefits

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)