Senior Financial Data Analyst – Reconciliation & Controls

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

📋 Description

• Oversee and implement reconciliation and validation processes for financial data sourced from the data warehouse (MDP)

• Collaborate with stakeholders and partner teams to define in-scope financial data, authoritative reference sources, validation scope, control frequency, tolerances, evidence requirements, and sign-off responsibilities

• Reconcile financial data in MDP with approved authoritative sources and document the results

• Validate balances, record counts, key metrics, and business measures for completeness, accuracy, and timeliness

• Develop and uphold reconciliation procedures, control schedules, templates, and accompanying documentation

• Identify, investigate, document, and track variances and control exceptions

• Secure owner review, certification, and sign-off for in-scope datasets

• Create and manage the recurring Finance Data Controls Close Package for month-end and year-end closing activities

• Conduct finance data readiness assessments that address risks, unresolved exceptions, accepted variances, and impacts on Finance usage

• Maintain documentation that supports control execution, reconciliations, reviews, approvals, and signoffs

• Facilitate root-cause analysis of reconciliation discrepancies

• Keep the finance data exception register updated and monitor remediation efforts

• Assist internal and external audits by providing reconciliation results, certifications, evidence, and control documentation

• Track control schedules, validation requirements, and closing deadlines

• Develop metrics and trend reports for control execution, reconciliation results, exception aging, and finance data readiness

• Discover opportunities to enhance the efficiency, consistency, and repeatability of finance data controls

• Execute other job-related responsibilities as assigned

⛳️ Requirements

• Bachelor's degree in accounting, finance, economics, business analytics, information systems, computer science, or a related field is required

• Equivalent years of relevant work experience may be accepted in lieu of the required education

• A minimum of five (5) years of experience in finance, accounting, auditing, financial reporting, internal controls, data analysis, or a similar professional role is required

• Experience in performing data reconciliations, variance analysis, exception management, and supporting documentation is preferred

• Familiarity with large claims, encounter, enrollment, membership, financial, or other operational datasets is preferred

• Experience in managed care or healthcare is preferred

• Strong grasp of reconciliation, variance analysis, evidence retention, and internal control principles

• Knowledge of finance reporting and closing processes

• Proficient in SQL

• Advanced skills in Microsoft Excel

• Competent in Microsoft Office Suite

• Ability to identify, investigate, document, and clarify discrepancies across multiple data sources

• Capability to create and maintain procedures, control documentation, and audit-ready evidence

• Competent in managing recurring controls and time-sensitive closing deadlines

• Effective communication skills with Finance, Operations, Audit, Technology, and management

• Ability to lead cross-functional discussions and promote issue ownership and resolution

• Ability to work independently and apply sound judgment

• Preferred certifications include CPA, CMA, CIA, CISA, AFP, FP&A, or related credentials

• General office environment; may require prolonged sitting or standing

🏝️ Benefits

• Bonus opportunities linked to company and individual performance may be available

• Comprehensive total rewards package

• Support for employee total well-being