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GENERAL FUNCTION:
The Analyst- Finance supports the finance operations functions for high risk, complex clients complete 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.
DUTIES:
· 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
· 2 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
This position offers the opportunity to work in a dynamic environment where your analytical skills will be valued. If you are a motivated individual with a passion for finance and analytics, we encourage you to apply.
#IND2
Job Type: Full-time
Pay: $22.00 per hour
Expected hours: No less than 40 per week
Schedule:
Ability to Relocate:
Work Location: Hybrid remote in Mason, OH 45040
Full Time
$66k-82k (estimate)
04/25/2024
04/30/2024
The job skills required for Financial Analyst include Accounting, Initiative, Problem Solving, Integrity, Customer Service, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
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To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
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Step 3: View the best colleges and universities for Financial Analyst.