Finance Analyst
1 week ago
The cash analyst will work with the Specialty Brokerage Accounting Group. The Cash Analyst is responsible for reviewing and analyzing 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- Recording cash payments in the Accounts Receivable system
- Applying cash to open receivable transactions
- Conducting research and resolving discrepancies with errant payments
- Communicating with internal and external customers to obtain support for proper direction of incoming payments
- Reconciling processed work by verifying entries and comparing system reports to balances
- Reviewing and analyzing reports
Technical Skills
SkillProficiency LevelRequired / OptionalMicrosoft Excel2RMicrosoft Office2RFinancial Systems2RRequired Skills/Experience- Property & Casualty experience is desired but not mandatory
- Basic understanding of project management concepts and 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 part of a team
- Advanced knowledge of Microsoft Office
- Great Plains general ledger knowledge
- Financial Systems, specifically Accounts Receivable cash application system (MAJESCO Billing experience a plus)
- Experience with workflow systems, document management platforms, and insurance applications
BS in Accounting, Finance, Business, or an equivalent discipline
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