Financial Operations Analyst Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Operations Analyst will be responsible for completing financial activities for the purpose of accurate and timely reporting both internally and externally. Assists in the development of technical solutions to complex business issues by creating spreadsheets to be utilized by lower-level positions. Maintains performance management reporting. Supports accurate balance sheet/P&L reporting. How you will make an impact: Performs tactical data analysis and may assist Analysts with moderately complex data analysis. Communicates exception items with all relevant areas to ensure accuracy of data on an ongoing basis. Provides tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems. Receives and responds to escalated customer inquiries. May contact management in operations, sales compensation, and sales Works with processors regarding enrollment/billing issues. Acts as liaison with bank regarding premium collection status. Coordinates activities and provides training for lower-level associates. Assists with system testing of IT related projects and the implementation of application software releases within the Finance organization.
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Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree