Financial Operations Associate

5 days ago

Irving, Texas, United States GuideWell Full time
Job Title: Financial Operations Associate

GuideWell is seeking a highly skilled Financial Operations Associate to join our team. As a key member of our finance department, you will be responsible for handling client account bank reconciliation, premium reconciliation, and client funding functions.

Key Responsibilities:
  • Organize and enter payables, ensuring timely and accurate processing.
  • Prepare billing setups and monthly invoicing, maintaining accurate records and ensuring compliance with company policies.
  • Process client account bank and premium reconciliations, resolving discrepancies and ensuring accurate financial reporting.
  • Responsible for stop pay and check tracers, ensuring prompt resolution and minimizing financial losses.
  • Transmit positive pay files, maintaining accurate records and ensuring timely processing.
  • Identify client premium and cobra refunds due, preparing refund documentation for check run and ensuring accurate financial reporting.
  • Analyze and process unclaimed properties and taxes in accordance with individual state escheatment/claim tax requirements.
  • Deposit checks into respective bank accounts, maintaining accurate records and ensuring timely processing.
  • Process bank and vendor set-up forms, ensuring accurate and timely processing.
Qualifications:
  • 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 is a plus.
About GuideWell:

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

We are 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 to make this achievement happen.

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