Financial Specialist II
2 days ago
Western Growers Family of Companies is seeking a highly skilled Financial Specialist II to join our team. As a key member of our finance department, you will be responsible for processing financial transactions, maintaining accounts receivable, and providing exceptional customer service.
Key Responsibilities:- Process financial transactions in our company's processing systems, including group and individual billing, ACH processes, and cash receipt processing.
- Maintain and balance group and individual accounts receivables, including delinquency processing and terminations.
- Manage receipt of group admin fees and process vendor payments.
- Invoice for third-party administrator (TPA) claims processing and manage receipt and application of claims funding.
- Verify and authorize refunds for terminations and overpayments on all accounts.
- Apply cash to appropriate ledgers and research/correct application issues.
- Provide back-up resource for invoice generation, daily cash application, and other staff financial duties.
- Process related written and verbal account inquiries to their conclusion in a timely manner.
- BA/BS degree in accounting, finance, or a related field, plus four years' experience working in a related field or equivalent combination of education and experience.
- Intermediate knowledge of end-user office software, including calendaring, word-processing, spreadsheet, and email.
- Excellent written and oral communication skills, including modern business communications, formatting of professional letters, and phone etiquette.
- Customer service-oriented.
- Ability to analyze and resolve technical problems and/or client inquiries as they arise.
- Cross-train on eligibility processing handling as necessary.
The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee is regularly required to communicate with others, frequently moves around the office, and often uses tools, objects, and controls. The noise level in the work environment is usually moderate.
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