Finance Associate/Analyst

Title: Finance Associate/Analyst
Location: Mason OH - Hybrid 3X A WEEK (TUESDAY, WEDNESDAY AND THURSDAY)
Duration: 3 month(s) and Possibility of Extension

GENERAL FUNCTION
The Analyst- Finance supports the finance operations functions for high risk, complex clients completes complicated analysis & reporting and provides guidance and direction for financial management. The Analyst provides support to Account Managers for small to large-size clients. Ensures client requests are researched and follow up is completed in a timely manner.

MAJOR DUTIES AND RESPONSIBILITIES
Interfaces daily with internal and external clients (via phone, email, etc.) to research and resolve/escalate issues accurately and in a timely manner. Ensures upward and downward communication to keep management and associates properly informed.
Analyzes complicated data to identify trends, makes forecasts and provides recommendations/solutions that facilitate cash application of outstanding balances.
Analyzes open receivable trends, including payment frequency and root cause analysis (i.e. denials, over/short payments, etc.).
Manages and prioritizes the cash application process for high risk customers
Identifies and recommends system/process modifications necessary to improve efficiency and effectiveness.
Ensure accurate financial records of clients accounts. Provide reporting to Account Managers, clients, broker, TPA and/or auditors upon request.
Works with key internal and external stakeholders to thoroughly understand issues that arise with high risk, complex clients for small to large-size clients

Note - Manage client invoicing for EL Sight Protect Safety Program, Collaborate with Sight Protect stakeholders to resolve issues that arise in billing process.

Skills Required: Data entry, problem solving within complex organization, analytical skills, detail orientation

Skills Needed: Excel. Accounting / Finance system, payment transaction experience. Collections and/or customer service experience.