Senior Financial Analyst - Full-time

Senior Financial Analyst

Location: Nashville, TN

The Senior Financial Analyst is responsible for various components of the collection and settlement of Premiums and other fees of the company and remission of those funds to the appropriate companies. This position is responsible for preparation, recording and reconciliation of various monthly transactions associated with the settlement of the programs (including premium payments, related receivables, and payables) as well as associated cash management and related accounting journal entries. Position will support the preparation, reconciliation, and distribution of reports for various aspects of our programs and assist with the implementation of new programs. Position has month-end close responsibilities, including balance sheet analyses, will support revenue variance analysis procedures and assist in UAT and other system projects as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Participate in the accounting for receivables, liabilities, revenues, and cash management related to the various billing activities of the company.
• Prepare and process payments to the various parties needed to settle a program’s monthly

activity.

• Perform monthly cash management analysis for Treasury to forecast cash reserves and pending

payments.

• Process revenue invoices, collection, with associated accounting and reporting.
• Prepare required journal entries and reconciliations during monthly close cycles and assist in the

compilation and presentation of the month end reporting of subscriber, revenue, and receivable

information.

• Support month-end revenue variance analysis and balance sheet account analyses to ensure

appropriate recognition of all necessary accounting transactions.

• Analyze and reconcile key trust accounts.
• Prepare monthly and ad hoc reporting for both internal management use as well as 3rd parties

(underwriters, clients, captives, etc.)

• Participate in periodic reviews of the revenue reporting process, including contractual reviews by

3rd parties as well as quarterly and annual reviews and audit processes.

• Provide continuous analysis and monitoring of accounting processes to identify and implement

process improvements.

• Provide assistance as needed for daily cash activity for deductibles, premiums and other

subscriber fees collected including research and resolution of data discrepancies.

• Aid in the documentation of processes in compliance with various audit requirements and

ensuring those processes are adhered to within department processes.

• Collaborate with peers to manage priorities and coordinate efforts with a focus on providing

excellent customer service.

• Other responsibilities as directed by management depending on workload balancing and

developing priorities which could include analysis, ad hoc journal entry preparation, ad hoc wire

preparation, ad hoc audit request just to name a few.

Professional Competencies:

• Strong technical accounting skills and knowledge of GAAP
• Systems aptitude and proficiency in Excel, Access, and financial software
• Skilled in data mining and working with large volumes of data
• Strong problem-solving skills, attention to detail, organized, and results oriented
• Ability to work in a fast-paced, demanding, constantly changing environment
• Strong interpersonal skills, effective verbal and written communications
• Ability to establish priorities, work independently (self-starter, self-directed), and proceed with

objectives with minimal supervision

• Proven ability to work well with external and internal customers
• Positive attitude, self-confident, competent with a strong team orientation and superb relationship

building skills

• Takes ownership of assignments, drives them to completion, collaborates and engages other team

members as/when needed

• Professional and personal integrity beyond approach
• Can do/will do attitude with the ability and willingness to work flexible hours and commitment to

do what it takes to get the job done

• Strong attention to detail with large numbers and complex data sets.

Education and experience:

• Proven track record of academic and professional excellence.
• Bachelor’s degree in Accounting, Finance or a related field.
• Three to six years of relevant professional experience.
• CPA designation or actively pursuing certification is a plus
• Proven track record of academic and professional excellence.
•  Bachelor’s degree in Accounting, Finance or a related field.
• Three to six years of relevant professional experience.
• CPA designation or actively pursuing certification is a plus