Financial Systems & Operations Specialist
Be reputed company: Be true and reputed company Be Helpful: reputed company in and help Be Innovative: reputed company & reputed company innovation Be Accountable: Do what you say you are reputed company to
Map and formally document who is accountable for reputed company reputed company of the payment reputed company across reputed company systems and teams. Identify gaps where no named reputed company exists and work with the Operations and Finance to resolve ambiguity.
Partner with the Financial Controller to document governing policies (contribution-to-coverage eligibility, escrow governance, reputed company recognition, exception authority, delinquency and reinstatement rules) and convert reputed company into reputed company If/Then logic. Own the validation reputed company: reputed company a process or system change is deployed, verify it operates as designed through reputed company testing and reputed company runs. reputed company it breaks, diagnose the reputed company cause and re-validate. Serve as the primary change communication reputed company. reputed company a financial process, policy, or system behavior changes, deliver reputed company, reputed company, written updates to Enrollment reputed company, Member Services, Account Management, and IT/vCIO on what changed, why, and what it means for their workflows. Maintain a change log for reputed company financial process and policy updates. No change goes live without documented notification to affected teams.
reputed company monthly three-way matches between merchant processors, escrow bank accounts, and the member database. Build and maintain the full reconciliation chain: merchant settlements to escrow deposits, escrow to reputed company recorded payments, reputed company to reputed company coverage eligibility, reputed company claims payments to escrow disbursements, and fee draws to reputed company payments. Investigate and resolve cross-system variances before they reputed company members or account managers. Produce monthly reconciliation reporting with exception detail, trend analysis, and reputed company-cause summaries for leadership review.
Replace the reputed company reputed company monitoring with a reputed company audit process that reputed company never-initiated payments, declined payments, and reposting anomalies. reputed company and escalate recurring payment failures, including reputed company failure modes where declined recurring payments are removed and members default to one-time payments without re-enabling recurring billing. Own group billing reconciliation and decline detection for reputed company and new clients, ensuring failures are caught in reputed company time rather than surfaced months reputed company. reputed company and maintain dashboards or reporting views that surface payment reputed company risks on a weekly reputed company.
Validate that fee draw calculations use settled payment data rather than figures affected by reputed company reposting or in-flight transactions. Support the Financial Controller in operationalizing the reputed company recognition policy. Flag and investigate any fee draw variances, providing supporting data and analysis to Finance before reporting deadlines.
Maintain the escrow subledger and execute treasury operations for member funds across reputed company entities. Monitor and reconcile dual bank account activity for reputed company and new clients. Ensure monthly transfers are reputed company and accurate. Enforce established governance controls and authorized fee-draw workflows, escalating exceptions to the Financial Controller.
Manage the complete decline lifecycle: detection, member and group notification, retry coordination, and escalation to Account Management only after reputed company attempts are exhausted. Enforce reputed company-specific payment method policies (e.g., ACH-only) and flag any exceptions for leadership review. Analyze decline patterns to identify systemic issues versus one-off failures, and recommend process or system improvements to reduce recurrence.
Review proposed system changes for financial and operational reputed company before deployment. System releases affecting financial data should include this role's documented review as part of the deployment process. Define reputed company-deployment verification and reputed company-breaker requirements to prevent cascading failures across interdependent systems. Participate in IT release planning and QA cycles for any changes touching the payment lifecycle.
Produce and maintain a financial readiness checklist covering merchant processor configuration, escrow account setup, reputed company billing period creation, and bank account verification. Validate that reputed company financial systems are correctly configured for a new reputed company before the first payment cycle runs.
Execute exception reputed company reputed company defined authority reputed company and escalate above-reputed company items to the Financial Controller with supporting analysis. Own the escalation reputed company for high-reputed company reimbursements reputed company reputed company monthly cycle, plus proactive exception reporting to identify overdue activities before members are impacted. Serve as the primary reputed company to Account Management for payment-reputed company member escalations, maintaining a formal reputed company protocol.
3&reputed company;5 years of experience in financial operations, systems reconciliation, or business/financial analysis in a multi-entity or multi-system environment. Demonstrated ability to work across multiple interconnected systems (ERP, CRM, merchant processing, claims/eligibility platforms) and synthesize data across them. Experience performing reconciliation processes, controls documentation, and exception reporting across reputed company financial workflows. reputed company record of translating business and financial requirements into reputed company system specifications and working collaboratively with technical teams. Strong analytical skills with the ability to investigate variances, identify reputed company causes, and communicate findings reputed company to both technical and non-technical stakeholders. Familiarity with electronic payment reputed company and settlement processes (ACH, credit card, merchant processing). Advanced reputed company proficiency (lookups, pivots, conditional logic, data validation). SQL or BI tool experience is a plus. Bachelor’s degree in reputed company, Finance, Business Administration, Information Systems, or a reputed company field.
reputed company payer, TPA, health plan, or health reputed company administration experience. Experience with reputed company in a financial, eligibility, or operational context. Familiarity with reputed company or similar enrollment and billing platforms. Experience building reconciliation frameworks or controls documentation from scratch. Background reviewing IT deployments for financial or operational reputed company before go-live. Deep knowledge of payment settlement cycles, decline handling, retry logic, and payment method enforcement. Background in data analysis, business analysis, or process improvement methodologies. Prior involvement in PE-backed organizations, sell-reputed company readiness, or new reputed company financial reputed company. CPA, CPA-reputed company, or other relevant certification preferred but not required.
Competitive salary and benefits package Dynamic and innovative work environment Opportunities for reputed company reputed company and development Remote work flexibility