Financial Account Resume Samples

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LJ
L Jast
Lorna
Jast
1250 Stanton Wall
Boston
MA
+1 (555) 644 8678
1250 Stanton Wall
Boston
MA
Phone
p +1 (555) 644 8678
Experience Experience
12/2014 present
Dallas, TX
Financial Account Coordinator Senior
Dallas, TX
Financial Account Coordinator Senior
12/2014 present
Dallas, TX
Financial Account Coordinator Senior
12/2014 present
  • Provides support and problem resolution to clients, local offices, and other banking staff; answers calls for problem resolution
  • Performs other duties as assigned
  • Assists with close-out files on bank reconciliation
  • Reconciles refunds; recovers deposits
  • Analyzes reports to identify reconciliation issues
  • Determines and initiates corrective action between banks, clients and local offices
  • Responsible for notification and mailing of bank reconciliation to clients and local offices
03/2009 08/2014
Chicago, IL
Financial Account Specialist
Chicago, IL
Financial Account Specialist
03/2009 08/2014
Chicago, IL
Financial Account Specialist
03/2009 08/2014
  • Work with system support to improve process and address operational issues
  • Manage team for BAU work - Not fully necessary
  • Work on and follow up project or migration with global finance or countries
  • Understand how duties relate with others in the unit and how the unit integrates with others in accomplishing the work of the function
  • Work closely with business to understand the process flows and promote proofing standardization and automation
  • Escalate risky case according to the escalation Matrix
  • Determine root causes of proofing items and corrective action plans to address issues
01/2006 01/2009
Phoenix, AZ
Financial Account
Phoenix, AZ
Financial Account
01/2006 01/2009
Phoenix, AZ
Financial Account
01/2006 01/2009
  • Prepare monthly management accounts, including analysis of accounts, journal postings
  • Update and manage the fixed asset registers
  • Prepare monthly management reporting pack including KPIs
  • Prepare statutory financial statements and supporting external auditors
  • Monitor invoicing and cash collection
  • On-going professional and technical trainings and certifications
  • Company sponsorship of various sports and social clubs
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Bowling Green State University
Bachelor’s Degree in Business
Skills Skills
  • Strong team player but also highly self-motivated
  • Proven ability to work under pressure and in a deadline-driven environment
  • IFRS experience highly advantageous
  • Strong ERP and systems experience - SUN and Oracle experience advantageous
  • Advanced Excel skills
  • Proven interpersonal and communication skills
  • Qualified Accountant (ACCA, ACA or CIMA),
  • Analytical with a solutions focused outlook
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15 Financial Account resume templates

1

Trainee Account Managersummer Internshipcommercial Financial Services Resume Examples & Samples

  • Sales (new and existing) - prospecting and lead generation, sales meetings and discovery sessions, sales planning and reviews (65%)
  • Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring and assessment, credit restructuring (25%)
  • Service – dealing with major issues and escalations (5%)
  • Training – personal development, formal and informal learning (5%)
  • Experience in banking and lending
  • Must have proven track record in sales and business development and exceptional client relationship management
  • Must have specialized industry expertise in a past role (e.g. real estate, healthcare, agriculture)
  • French is required - English is an asset
  • These critical capabilities are a must: financial, sales and relationship acumen. Detailed descriptions are supplied in the Position Mandate Document (PMD)
  • Sales and financial advice skills: pre-call planning, negotiations, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business, solutions structuring and option creation, cross-selling, conducting sales calls, making presentations, leveraging the relationship team and effective communication
  • New client acquisition skills: pitching the value proposition, development/networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management
  • Credit skills: assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
  • Industry and product knowledge: deep products and services knowledge dependent on industry specialization, ability to have conversational competence on all solutions and partners, ability to stay current on industry trends and events and networking
  • Relationship building skills: the client’s business strategy, the value of the company to RBC, the client’s expectation of RBC, the sales and service teams who will interact with the client and key decision makers
  • Attributes: self-confident in ability to succeed, positive attitude towards sales and able to effectively manage rejection, proactive sales approach with balanced closing style, comfortable working within existing structures
2

Financial Account Manager, Temporary Resume Examples & Samples

  • Manageall financial aspects of (key) account portfolio in order to achieveestablished financial fundamentals and maintain integrity of the information inSNI customer database. Demonstratecross-functional expertise in accrual-based revenue and expense accounting,billing, accounts receivable, cash management, and collections. Extensive knowledgeof other accounts within Sales, beyond one’s designated portfolio. This includes understanding of contractterms, issues, and the ability to act as a secondary FAM on these accounts
  • Providetimely and appropriate reporting and ad-hoc analysis for SNI field sales and SIon an as-needed basis. Pro-activelyidentify and develop added-value services that would assist in developing solutions to maximizeSNI/SI revenue
  • Developpayment templates and reports that reflect the terms and conditions of currentcontracts and translate complex deal points into the billing system. Act as integral part of contract negotiationsthrough the development of complex financial models and contractproposals. Work closely with Sales toidentify risks and opportunities of proposals
  • Prepareannual revenue budgets and forecasts for key accounts and SI Broadbandinitiatives. Perform monthly variance analysisof actuals to estimates in order to effectively adjust monthly forecasts. In addition, responsible for communicatingforecast variance explanations to senior management
3

Financial Account Manager, Temporary Resume Examples & Samples

  • Manage all financial aspects of (key) account portfolio in order to achieve established financial fundamentals and maintain integrity of the information in SNI customer database. Demonstrate cross-functional expertise in accrual-based revenue and expense accounting, billing, accounts receivable, cash management, and collections. Extensive knowledge of other accounts within Sales, beyond one’s designated portfolio. This includes understanding of contract terms, issues, and the ability to act as a secondary FAM on these accounts
  • Provide timely and appropriate reporting and ad-hoc analysis for SNI field sales and SI on an as-needed basis. Pro-actively identify and develop added-value services that would assist in developing solutions to maximize SNI/SI revenue
  • Prepare annual revenue budgets and forecasts for key accounts and SI Broadband initiatives. Perform monthly variance analysis of actuals to estimates in order to effectively adjust monthly forecasts. In addition, responsible for communicating forecast variance explanations to senior management
4

Financial Account Resume Examples & Samples

  • Prepare monthly management reporting pack including KPIs
  • Prepare of budget and budget re-forecast
  • Manage the Accounts Payable section
  • Update and manage the fixed asset registers
  • Responsible for relevant taxation returns for the company
  • Qualified Accountant (ACCA, ACA or CIMA),
  • Absolute minimum of 2 years' PQE in a similar accounting role
  • Analytical with a solutions focused outlook
5

Account Manager, Synchrony Financial Resume Examples & Samples

  • Responsible for the day-to-day account management for co-brand portfolios with a key issuer within North America
  • Understand the customer’s business and market strategies and deliver against sales/net revenue targets for MasterCard products/services
  • Ideate and help to deliver strategic development opportunities that will drive MasterCard incremental revenue growth and enhance mutual profitability
  • Develop strong business relationships between MasterCard and the customer’s organization including product, operations and business development
  • Leverage and influence all MasterCard solutions and product management resources to deliver exceptional customer value
  • Develop business plans through the provision of appropriate account and market intelligence and take responsibility for the implementation of those plans
  • Successfully manage the customer’s performance, ensuring that all targets and other performance metrics are met
  • Monitor and ensure the highest level of customer satisfaction with MasterCard's account team, innovation, information sharing, strategy, products and services
  • Develop and manage relationship between internal MasterCard partners including marketing, solution sales, TAM’s, advisors, product, legal, compliance, security, etc. in order to ensure cross-functional alignment and maximum support for the customer
6

Financial Services Practice, Account Manager Resume Examples & Samples

  • 5+ years’ experience in market research, with a focus on marketing and selling to institutional investors a plus
  • Demonstrated ability to work with data to generate impactful and engaging analyses and presentations. Experience with retail Point of Sale (POS) data a plus
  • Strong analytical and writing ability- demonstrated capability to digest diverse data sets and aggregate them into cohesive and succinct stories
  • Comfort communicating effectively with all levels and personality types
  • Travel- could be up to 20%
7

Financial Services Public Account Manager Resume Examples & Samples

  • Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the UK Public business
  • Provide comprehensive account management to existing public customers and demonstrate the drive and desire to identify new opportunities
  • Develop leasing strategies and implement business plans to increase revenue and finance attach rates
  • Hold monthly Business Reviews with key Dell public sales directors reviewing lease financing performance and developing growth action plans
8

Financial Services Channel Account Manager Resume Examples & Samples

  • Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the Indirect Channel business
  • Provide comprehensive account management to existing channel partners and demonstrate the drive and desire to identify new opportunities
  • Build and execute against a quarterly plan that drive revenue from existing partners whilst prospecting and growing new partner opportunities that are important to Dell’s channel strategy
  • Engage with Dell Account Managers and agree actions that drive DFS within all partners
  • 80% of sales time to be spent on channel partner premises, attending sales meetings and building contact strategies with key influencers and across the Dell Indirect sales organisation
  • Provide weekly revenue forecasting and be responsible for driving key actions that lead to revenue growth (proposals, conversion of opportunity, loss analysis and revenue)
9

Territory Account Mgr-financial Svcs-oregon Resume Examples & Samples

  • Position is responsible for selling solution portfolio with and through NCR Channel Partners in an assigned account rider and geography
  • Position sells solutions and services through Partner Chanel to secure new opportunities maximizing revenue and profitability and increasing NCR's market share in the indirect account segment
  • Position executes the sales process by moving new opportunities successfully through the funnel; Position accountable for building relationships with prospective and competitive customers; Articulates solutions in terms of ROI to the client
  • Targets accounts with Partners at senior and executive levels; Secures funding for future initiatives at the executive level
  • Supports partners and acts as key interface in defining customer needs and NCR's ability to meet those needs through solutions; Serve as the liaison between the customer and NCR in regard to issues for new customer escalating any roadblocks to securing the business
  • Position requires strong prospecting skills, ability to build customer relationships through consultative selling and promoting customer confidence in NCR with and through the partner
  • Must maintain focus on the development of new business opportunities and closing new accounts allowing us to aggressively penetrate competitive accounts leading to long term business relationships
  • 5-8 years of related experience
10

Financial Account Specialist Resume Examples & Samples

  • Overall responsibility is for the daily reconciliation and monthly proofing according to Balance Sheet Substantiation Directive
  • Manage team for BAU work - Not fully necessary
  • Experience in an accounting or process environment preferential for 1-3 years
  • Bachelor degree or above, giving priority to major in accounting
  • Must have a good understanding of accounting and process
  • Must use knowledge to resolve difficult proofing issues
  • Fluent English, both oral and writing
  • Must have the ability to multi-task by taking on extra ad-hoc tasks without letting the day-to-day tasks suffer
  • Ability to work independently within a team environment
  • Must have strong analytical skills and good skills for Office automation system especially excel
  • Must have good time management skills
  • Project Management - Not fully necessary but would be advantageous
  • Leadership/Staff Management - Not fully necessary but would be advantageous
11

Financial Account Specialist Resume Examples & Samples

  • Dalian GPU (Global Proofing Utility) is under Global Finance, performing proofing compliance with Balance Sheet Substantiation Directive for APAC country. GPU’s remit includes
  • Building a robust balance sheet substantiation control infrastructure
  • Providing a centralized strategic site for balance sheet substantiation
  • Driving a standard process across global finance strategic site
  • Overall responsibility is to manage people and the process of daily reconciliation and monthly proofing generally according to Balance Sheet Substantiation Directive
  • Ensure audit preparedness in all aspects of reconciliation and proofing for both internal and external audits & reviews
  • Understand how duties relate with others in the unit and how the unit integrates with others in accomplishing the work of the function
  • Work on and follow up project or migration with global finance or countries
  • Work closely with business to understand the process flows and promote proofing standardization and automation
  • Understand the GPU strategy to help with future initiatives and give enough focus to support respective business in GPU
  • Bachelor degree or above
  • Experience in accounting or operation for 5-8 years
  • Must have a good understanding of accounting or operation
  • Strong communication and management skills
  • Managing Relations
  • Leadership/Staff Management
12

Financial Services Account Associate Resume Examples & Samples

  • Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers
  • Exhibit excellent customer service by actively listening, expressing a willingness to help, probing for and identifying customer needs, giving correct information, and displaying empathy, courtesy and sensitivity
  • Addresses inquiries and performs account maintenance on deposits and money market accounts
  • Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals
  • Maintains comprehensive knowledge of applicable products and services
  • Other related duties are assigned as needed
  • Demonstrated understanding of financial concepts with ability to explain to clients
  • Ability to establish and maintain effective working relationships
  • Ability to produce quality work, displaying accuracy and thoroughness
  • Ability to work within deadlines and strict timeframes
13

AWS Global Financial Services Account Manager Resume Examples & Samples

  • Track record in forecasting, account management, sales planning and sales operations with a track record of exceeding revenue quota and new customer adoption goals within a multinational account base
  • Demonstrated ability to engage and influence C-level executives
  • Experience in negotiating large contracts, coordinating closely with legal counsel and top AWS executives
  • Blend of experience with Fortune 100 businesses as well as a demonstrated ability to operate in an entrepreneurial, agile environment
  • Ability to work effectively across internal and external organizations
  • Consultative and value-driven approach to client relationships
  • Experience developing and facilitating appropriate sales motions to lead a virtual team broad and deep in targeted accounts
  • Experience hiring and managing a world class team of global sales professionals
  • Inspire, motivate and drive the team to deliver on priorities you set
  • Maintain a cooperative atmosphere that encourages information to be shared and the knowledge within the company to be fully exploited
  • Instill a sense of urgency and diligence across internal and customer teams
  • Understanding of cloud computing concepts and the AWS IaaS offering
  • Successful track record of driving adoption of new and disruptive technologies within large multinational customers
14

Account Manager, Lcs-financial Services Resume Examples & Samples

  • Executing, optimizing, and analyzing advertising programs using internal tools and dashboards
  • Managing contracts and renewals, and assisting our Sales Finance organization with payables and collections
  • Providing feedback to our product and tools teams to help us scale our advertising platform
15

Financial Services Channel Account Manager Resume Examples & Samples

  • Grow DFS penetration within Partner accounts - including growth of overall channel revenue and expansion of lines of business for Dell
  • Collaborate with inside sales teams, partner with outside field sales teams, to drive all lines of business, removing barriers, architecting business solutions, and closing the sale
  • Educate internal and external partners on DFS value proposition
  • Responsible for driving Payment Solutions (Finance Lease, FMV Lease, Loan, etc.) within the Channel
  • Increase sales volume and pricing profitability through sales efforts in key accounts
  • Work with cross-functional support teams to ensure a positive end-to-end customer experience including post-sale account maintenance and end of lease
16

Financial Services Territory Account Manager Resume Examples & Samples

  • Collaborate with marketing to develop an effective plan for the accounts, encompassing events, seminars and roadmap sessions
  • Develop, drive and close business within assigned territory
  • BA/BS or equivalent educational background
  • Have knowledge of Data Warehousing, Database and/or Business Intelligence software concepts and products
  • Experience with Big 5 consulting firms with Applications/Data Warehousing experience eBusiness vendors such as Ariba, Accrue, Net Genesis, Epiphany, Broadbase, Broadvision, DW analytics for CRM such as Sagent, Acta, Hyperion, Microstrategy, Cognos, NCR/Teradata DBMS vendors such as Oracle, Sybase, Informix
17

Financial Account Specialist Trainee Resume Examples & Samples

  • Responding to general brokerage inquiries relating to products, services, policies and procedures, including margin and options
  • Leveraging our Customer Relationship Management (CRM) tool to document client interactions and to inform the branch office of new asset and product opportunities that require follow up and closure
  • Performing other duties as assigned
18

Licensed Financial Account Specialist Resume Examples & Samples

  • Engaging clients in meaningful dialogue to identify unstated needs or financial goals and educating clients on how Scottrade products and services may meet those needs
  • Researching, educating and supporting trading for clients in a timely manner and accurately entering client trades
  • Partnering with Branch and Service Center specialty teams to support clients
19

Global Account Technology Strategist Financial Services Resume Examples & Samples

  • Proven experience in the IT industry (could be vendor, customer or consultant)
  • Experience in Consultative Selling and deployment is highly desired, ideally within global organisations
  • Experience in Project Management is desirable
  • Microsoft has a flexible working culture and on an average week your time could be split between Microsoft’s offices in Reading and Paddington, customer locations in the UK and overseas and your home
  • Flexibility on global travel will be required as this is a global customer facing role
20

Financial Services Account Associate Senior Resume Examples & Samples

  • Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the PPF high-value customers
  • Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function
  • Interfaces with clients to determine present and future needs and discusses progress toward solutions
  • Ensures PPF service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs
  • Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs
  • Provides referrals to the managing director or relationship manager for new and additional services
  • Recommends streamlining opportunities and process improvements
  • May serve as a back up to the supervisor in their absence
  • May communicate with PPF clients, vendors and other departments to ensure quality service delivery and customer satisfaction
  • Knowledge of the company’s products and services to enable resolution of customer inquiries
21

Financial Account Coordinator Resume Examples & Samples

  • Provides support to various senior PMs on large projects overseeing POs to dozens of suppliers for millions of dollars in furniture, and coordinate their orders, deliveries, installations, and payments
  • Responsible for accounting and reporting for all PM projects, FM scopes of work, and O&M
  • Maintain financial records (e.g. monthly financials, budgets, fixed assets, etc.)
  • Prepare and deliver accurate, timely, and organized financial reporting packages including recording of journal entries, preparation of all supporting schedules, revenue and expenses, variance analysis, and reconciliations
  • Maintains and leads month-end close process and account reconciliations
  • Review and reconcile all accounts receivable and accounts payable and coordinate resolution of discrepancies on a regular basis
  • Review and approve payables, leases, billing adjustments, deposits, etc
  • Establishes and maintains effective relationships with client
  • Review invoices, PO tracker, payments for account reconciliations and financial audit
  • Work with client and team in preparation of annual project lists, scope, schedule and budgets
  • Perform reconciliation and true-up of funding vs. actual expenditures
  • Mitigates risk for the client and Colliers by ensuring timely payables
  • Bachelor's degree in related field preferred
  • Experience in project management and facilities accounting is a plus
  • Strong analytical, problem solving and critical thinking skills
  • Strong communication, documentation, and follow-through skills
  • Excellent social and motivational skills
  • Punctual and dependable
  • Highly motivated with excellent verbal and written communication skills
22

Financial Account Coordinator Senior Resume Examples & Samples

  • Analyzes and reconciles bank statements to transaction registers for specific client
  • Provides support and problem resolution to clients, local offices, and other banking staff; answers calls for problem resolution
  • Responsible for notification and mailing of bank reconciliation to clients and local offices
  • Reconciles refunds; recovers deposits
  • Analyzes reports to identify reconciliation issues
  • Determines and initiates corrective action between banks, clients and local offices
  • Assists with close-out files on bank reconciliation
  • Analyzes outstanding check report; identifies outstanding check issues and submits to local office for resolution
  • Responsible for cancelled check storage
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Ability to meet or exceed Performance Competencies
23

Financial Services Account Associate Resume Examples & Samples

  • Exemplary customer service skills to build high levels of customer satisfaction
  • Working knowledge of general lending operations and procedures
  • Document and communicate ideas clearly, concisely and professionally both in writing and verbally
  • Demonstrated understanding of financial and lending concepts with ability to explain to clients
  • Ability to demonstrate understanding of financial markets services, securities/investments, and lending industries
  • Bachelor’s degree in business or related field or the equivalent combination of education, training, or work experience is strongly preferred
  • Background check and Drug Test is required
24

Financial Services OEM Account Manager Resume Examples & Samples

  • Sell value and be the trusted advisor to those in the reporting chain of the Chief Technology Officer and others including: sales, marketing, support, services, etc
  • Build and execute upon strategic territory and account plans to deliver on monthly, quarterly and annual sales targets
  • Manage large, complex sales opportunities from initial qualification to the successful contract execution
  • Manage and profitably grow revenues with existing partners in your region
  • Build and manage a 3X pipeline of recruitment, expansion and royalty opportunities
  • Own the complete partner relationship and their satisfaction both pre and post contract execution
  • Effectively develop proposals and meaningful business cases to justify significant, long-term commitments to a strategic partnership with Qlik
  • Work with a cross-functional team consisting of sales, presales, services, marketing, support, legal, finance and executive leadership
  • Actively manage a rolling 90 day forecast in SFDC
  • Travel is required to the Northeast region
  • LI-TU
25

Cib-financial Institution Account Associate Resume Examples & Samples

  • Manage to deliver portfolio revenues in Banks and Broker Dealer segments
  • Develop and execute an effective marketing scheme at client level to grow cash and liquidity business
  • Expand client coverage on existing business, new products and overseas branches through establishing relationships with BBD clients
  • Support Senior Sales in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process
  • Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting requirements
  • Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise
  • Participate and contribute in end-to-end reviews to ensure constant improvement in our product and service delivery to clients
  • At least 5-year banking experience in wholesales/corporate segments
  • A professional at global clearing and correspondent banking business is preferred
  • Flexibility to travel to visit domestic & overseas clients independently
  • Team player with good sales, coordination and communication skills
26

Financial Account Rep Resume Examples & Samples

  • Sort lockbox receipts by IDX insurance groups and EDI/EFT reports and batch accordingly. All insurance group totals must equal the credit advice totals from the bank for each deposit date. Resolve balancing discrepancies by means of contacting the bank lockbox personnel. Follow up on all discrepancies until a resolution is reached. Prepare a computerized batch summary listing in Excel. Forward batches to the Posting team
  • Batch and balance guarantor receipts on a daily basis. Prepare a computerized batch summary listing in Excel. Balance and reconcile totals. Forward batches to the Posting team. As needed, prepare guarantor letters to mail with check payments that were received in error. Create a 725 comment in IDX regarding the purpose of returning the payment
  • Reconcile and verify clinic payments received from Point of Service locations. Total monies received and reported must equal the clinic collections and Billing & Collections reports. Monitor manual clinic receipts for missing or voided receipts. Clinic receipts are batched according to clinic location and summarized in Excel. Forward batches to the Posting team. Enter collection dates and payment information in the appopriate on-line clinic report and file the paper reconcilaiton information in the proper file system
  • Monitor charge card payments and credits. Prep, process and reconcile. All charge card payments and/or credits are processed electronically via Pay Trace software. Prepare a computerized batch summary listing on Excel and forward batches to the Posting team
  • Monitor and prioritize daily workflow. Verify that all job duties are completed efficiently and within the appropriate time. Monitor month-end close to ensure lockbox, guarantor, clinic deposits, direct deposits, journal entries, and charge card payments are processed within the established required time
  • Audit and verify all revenue totals for preparation of the internal bank deposit. Prepare corresponding daily financial reports in Excel to reflect revenue received for each date
  • Assist the Account Research team with printing back-up EOB’s and other pertinent payment and account information for refund requests and account credit issues
27

Power Account Financial Analyst Resume Examples & Samples

  • Compile and analyze financial and clinical information to assist in POWER Account operations and reconciliation, including but not limited to, analysis and reconciliation of enrollment, state & member funding, claims payments and other key data
  • Prepare integrated financial analysis and reports to management on a timely and accurate basis, including trend identification
  • Research discrepancies between multiple data sources and identify root cause analysis
  • Serve as liaison and subject matter expert for multiple departments for POWER account functionality and operations
  • Compile & prepare monthly, quarterly, and annual regulatory/compliance reporting for POWER Account operations
  • Support the financial control environment by reconciling internal data sets vs information provided by the State (such as, reconcile enrollment files to reimbursement records, etc.)
  • Ensure integrity of information obtained for analysis; keep an up-to-date knowledge of the computer information system
  • Makes appropriate improvements to internal analysis processes ensuring that practices are in line with the overall goals of the organization
  • Prepare and maintains all necessary internal controls for related entities consistent with Model Audit Rule (MAR) requirements
  • Perform any other job related instructions as requested
  • Bachelor of Science/Arts Degree in accounting, finance, economics, computer sciences or related field or equivalent work experience is required
  • Two to Four (2-4) years of experience in accounting/ finance is required
  • Managed care or healthcare experience is preferred
  • Advanced proficiency level with Microsoft Excel
  • Intermediate proficiency with Microsoft Power Point
  • Familiar with a variety of analysis concepts, practices and procedures
  • Perform a variety of tasks under general supervision
  • Creativity and latitude (independent judgment) is required
  • Ability to work with others and work independently
  • Demonstrates analytical/problem solving skills to perform a variety of tasks, some of which may be complicated
  • Possesses critical thinking/listening skills
  • Ability to communicate with all levels of management
  • Knowledge of SQL, SAS or other relational database software and/or business intelligence (BI) tools is preferred but not required