Finance Analyst
Salary undisclosed
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The cash analyst will work with the Specialty Brokerage Accounting Group. The Cash Analyst is responsible to review and analyze policy premium balances and the timely collection of outstanding premiums. The candidate will process and reconcile finance related transactions with a strong focus on accuracy, timeliness, and the ability to work in a fast paced environment. The candidate will provide support and be part of the US Finance team.
Responsibilities
Technical Skills
Proficiency Level
Required / Optional
Microsoft Excel
2
R
Microsoft Office
2
R
Financial Systems
2
R
Required Skills/Experience
BS in Accounting, Finance, Business or an equivalent discipline
Responsibilities
- Recording cash payments in Accounts Receivable system
- Applying cash to open receivable transactions
- Conduct research and resolve discrepancies with errant payments
- Communicate with internal and external customers to obtain support for proper direction of incoming payments
- Reconcile processed work by verifying entries and comparing system reports to balances
- Review and analyze reports
Technical Skills
Proficiency Level
Required / Optional
Microsoft Excel
2
R
Microsoft Office
2
R
Financial Systems
2
R
Required Skills/Experience
- Property & Casualty experience is desired but not a mandatory requirement
- Basic understanding of project management concepts and understanding of insurance terminology preferred
- Strong financial and analytical skills
- Business problem solving skills
- Excellent verbal and written communication skills
- Organizational skills
- Detail oriented and efficient in documentation
- Ability to work well independently and as a part of the team
- Advance knowledge of Microsoft Office
- Great Plains general ledger knowledge
- Financial Systems, specifically Accounts Receivable cash application system (MAJESCO Billing experience a plus)
- Workflow systems, other document management platforms and insurance applications
BS in Accounting, Finance, Business or an equivalent discipline