Financial Analyst

3 weeks ago

Mason, United States Russell Tobin Full time

Hybrid 3X A WEEK TUESDAY, WEDNESDAY AND THURSDAYThe 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 clientsSkills Required: Data entry, problem solving within complex organization, analytical skills, detail orientationSpecific Skills Needed: Excel. Accounting / Finance system payment transaction experience. Collections and/or customer service experience.

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