Financial Operations Assistant
3 weeks ago
We are looking for a highly skilled Financial Operations Assistant to join our team at Conner Strong & Buckelew Companies, LLC. As a Financial Operations Assistant, you will be responsible for reconciling and analyzing assigned ledgers, preparing financial reports, and communicating with clients and insurance carriers.
Key Responsibilities:- Analyze Accounts Receivable & Accounts Payable ledgers to ensure accuracy of company invoicing and communicate discrepancies both internally and externally
- Reconcile and apply payments received from clients and insurance carriers
- Prepare premium payments to assigned insurance carriers within specific deadlines
- Research and respond to internal and external clients on a variety of accounting inquiries
- Prepare daily and monthly financial reports using the Accounting system and Excel
- Bachelor's degree or equivalent work experience required.
- Strong financial and accounting skills including the ability to analyze data and problem solve.
- Strong interpersonal, verbal and written communication skills
- Ability to conduct business and perform job responsibilities with the highest level of confidentiality, discretion and trust.
- Exceptional organizational skills with a high attention to detail and dedication to producing an accurate and timely work product.
- Independent, flexible, self-starter who can multi-task and work with minimal supervision.
- Intermediate or higher Excel skills
- Experience in the insurance industry and/or with Sagitta or other large agency management systems a plus
We offer a competitive compensation package, including health insurance, 401(k) matching, and paid time off.
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Financial Operations Specialist
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Financial Analyst Position
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Financial Analyst
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