Senior Financial Analyst, Billing

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete billing relationship for a diverse portfolio of around 500 accounts.

• Make autonomous decisions related to credits and debits, notifications, and communication regarding client receivables.

• Assist both external and internal customers concerning billing for premiums and claims/claims funding.

• Review daily Automated Clearing House (ACH) tap files prior to submission to Treasury and the bank.

• Perform audits to ensure adherence to financial controls.

• Develop, improve, and manage system applications for processing and reporting financial data as required.

• Relay billing information to clients, Third-Party Administrators (TPAs), brokers, and internal stakeholders.

• Apply problem-solving abilities and financial acumen to determine the underlying causes of client issues, such as incorrect rates, eligibility mistakes, and commission discrepancies.

• Recognize opportunities for process enhancements to boost client satisfaction and mitigate financial risk.

• Facilitate the successful financial onboarding of new and renewing clients.

⛳️ Requirements

• High School Diploma or GED is mandatory.

• A Bachelor’s degree in Finance or a related field is preferred.

• A minimum of 3 years of relevant billing experience is required.

• Experience in customer/client service is essential.

• Reconciliation experience is necessary.

• Proficiency in data analysis is required.

• Previous experience in billing or collections is highly preferred.

• Exceptional systems experience, particularly in using Excel for reporting, is essential.

• Basic understanding of insurance products, procedures, and systems is desirable.

• Prior experience collaborating with matrix partners is preferred.

• Extensive experience with SAP and Facets is strongly preferred.

• Strong Excel skills, including pivot tables and v-lookups, are required.

• If working remotely, a cable broadband or fiber optic internet service with a minimum of 10Mbps download and 5Mbps upload speed is required.

🏝️ Benefits

• Eligibility for an annual bonus plan.

• Medical, vision, and dental benefits starting from day one.

• Access to well-being and behavioral health programs.

• 401(k) plan.

• Company-funded life insurance.

• Tuition reimbursement opportunities.

• A minimum of 18 days of paid time off annually.

• Paid holidays.

• Leaves of absence available.

• Remote work arrangements.

• Requirement for cable broadband or fiber optic internet with at least 10Mbps download and 5Mbps upload for home working.