F&I Operations Analyst: Billing, Reconciliation & Reporting

Newcoast Financial Services, LLC; Florida; Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Newcoast Financial Services, LLC is seeking an Operations Coordinator for Finance and Insurance to provide financial data analysis, reconciliation, and reporting across key functions. The role supports the Finance and Insurance Department with strong Excel skills, organization, and timely communications.

You will perform monthly reviews, reconcile commissions, process wire/ACH deposits, and assist with management reporting to help the business run smoothly in a fast-paced environment.

Qualificações

• Bachelor’s degree or relevant financial/operational experience.
• Proficiency in Microsoft Excel.
• Strong organizational skills.

Responsabilidades

• Perform detailed Agency billing reviews to ensure accuracy.
• Conduct monthly Surplus Lines review and manage submissions.
• Update insurance quoting platform as needed.
• Assist with Insurance Agency Management Reporting to support business operations.
• Prepare and analyze Monthly commission reports for internal review.
• Perform Direct bill commission reconciliation to track revenue accuracy.
• Reconcile Producer and Broker commissions to ensure accurate payments.
• Check wire and ACH deposits and enter in finance system
• Finance Deal Posting
• Warranty processing
• Weekly Reconciliation of Finance referral fee file
• Monthly reconciliation of partner income split
• FANS Management (Upload of FANS for Insurance Team, Sending FANS Survey, Notification to RM/BM for Finance Team, manage unresponsive FANS Scores and send to team for follow up)

Conhecimentos

Microsoft Excel

Strong organizational skills

Formação académica

Bachelor's degree

Relevant financial/operational experience

Descrição da oferta de emprego

Newcoast Financial Services, LLC is seeking an Operations Coordinator for Finance and Insurance to provide financial data analysis, reconciliation, and reporting across key functions. The role supports the Finance and Insurance Department with strong Excel skills, organization, and timely communications.

You will perform monthly reviews, reconcile commissions, process wire/ACH deposits, and assist with management reporting to help the business run smoothly in a fast-paced environment.