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Finance Associate

1 month ago


Irving, Texas, United States GuideWell Full time

Job Title: Finance Associate

Job Summary:

We are seeking a highly skilled Finance Associate to join our team at GuideWell. As a Finance Associate, you will play a critical role in handling client account bank reconciliation, premium reconciliation, and client funding functions.

Responsibilities:

* Organize and enter payables, ensuring timely and accurate processing.
* Prepare billing setups and monthly invoicing, maintaining accurate records and meeting deadlines.
* Process client account bank and premium reconciliations, resolving discrepancies and ensuring accurate financial data.
* Responsible for stop pay and check tracers, ensuring prompt resolution and minimizing financial risks.
* Transmit positive pay files, maintaining compliance with financial regulations.
* Identify client premium and cobra refunds due, preparing refund documentation for check run.
* Analyze and process unclaimed properties and taxes in accordance with individual state escheatment/claim tax requirements.
* Deposit checks into respective bank accounts, ensuring accurate and timely processing.
* Process bank and vendor set-up forms, maintaining accurate records and meeting deadlines.

Requirements:

* Minimum of 1-year general business experience, with a preference for 2-3 years.
* Knowledge of stop pays, check tracers, bank reconciliation, escheatment, premium balancing, and payable experience.
* Good verbal and written communication skills, with ability to field client and vendor phone calls and interact with all office employees daily.
* Advanced computer skills in utilizing Microsoft Office Word and Excel, with typing speed of 40 wpm.
* Ability to handle confidential and sensitive information appropriately.
* Knowledge of Microsoft Access is a plus.
* One year of experience in banking/finance or accounting functions a plus.

Work Environment:

* Sedentary work, exerting up to 10 pounds of force occasionally to move objects.
* Jobs are sedentary if traversing activities are required only occasionally.

We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive, and equitable culture for our employees and communities.

About Us:

At GuideWell, we are committed to making diversity, equity, and inclusion part of everything we do. We believe in hiring people who represent the communities we serve while creating a workplace that encourages a sense of belonging for everyone, no matter who you are or where you come from.

From students to former military to seasoned professionals, our family of mission-based companies are stronger because of the unique talents and skills of our employees. We believe everyone's contribution has the power to help people and communities achieve better health.

Find your new team today.

About the Team:

We're proud to be named a Top Workplaces 2020 employer by The Dallas Morning News and the San Antonio Express-News for a second year in a row. We're even more proud of the hard work, passion, and commitment that our amazing team of employees put in day after day in order to make this achievement happen. This is what makes WebTPA a family.