Senior Analyst, Client Financial Operations
About The Position
Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Its Unified Claims Processing™ architecture consolidates pharmacy and medical benefit administration on a single secure platform. The Senior Analyst, Client Financial Operations supports and administers invoicing for business areas outside core PBM and PBA services, particularly EGWP. The role helps develop invoicing processes for new programs and improve processes for existing non-core services. It requires a strong financial background in PBM and premium billing, along with the ability to use Excel and SQL formulas to run processes efficiently. The position is hybrid, with three days in the office in New York City, Denver, or Charlotte. Employees are responsible for complying with the Judi Health Code of Conduct, including reporting non-compliance. Duties may be assigned or reassigned as needed to meet organizational goals.
Requirements
- Undergraduate bachelor's degree in Business, Finance, or a quantitative field.
- At least 5 years of related experience in finance, data analysis, or accounting.
- Experience specific to EGWP Premium invoicing.
- Strong Excel and SQL skills.
- Ability to challenge and improve existing processes through automation and redesign.
- Motivated team player able to work in a fast-paced, forward-moving environment.
- Attention to detail and commitment to delivering high-quality work.
- Passion for healthcare and driving lasting change in pharmacy benefits.
- Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner.
Nice To Haves
- PBM experience.
Responsibilities
- Own and oversee billing operations for non-core programs, including EGWP, by interpreting contracts, client program requirements, service volumes, fee structures, and financial data to determine appropriate billing approaches.
- Evaluate incomplete, conflicting, or unusual billing information, compare possible actions, resolve issues within established authority, and escalate matters requiring broader approval with a recommended solution.
- Interpret contract terms and client-specific arrangements to identify billable items, establish billing mechanisms, and advise internal partners on financial and operational implications.
- Design, implement, and refine invoicing processes, controls, schedules, and operating practices for new and existing programs; coordinate with technology teams when standard procedures do not meet contractual requirements.
- Analyze financial, adjudication, membership, and other operational data to assess billing accuracy, identify trends and financial exposure, determine root causes, and recommend corrective or preventive action.
- Direct invoice preparation, reconciliation, and issuance in accordance with contractual requirements.
- Lead reconciliations across ERP, adjudication, and related platforms; assess variances, determine appropriate resolutions, and coordinate implementation with Finance, Client Services, Operations, and other stakeholders.
- Evaluate processes and controls, prioritize improvement opportunities, and use Excel, SQL, or other analytical tools to develop automation and redesign solutions that improve accuracy, scalability, and financial governance.
- Develop and maintain billing policies, procedures, decision criteria, and supporting documentation; recommend operating-practice changes and help implement approved improvements.
- Lead audit and compliance support for assigned programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
