Finance Operations Analyst

OneBridge Benefits; Buffalo (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Downtown parking (free)

Casual dress code

Job summary

OneBridge Benefits is seeking a Finance Operations Analyst to join our team, supporting the accurate and timely movement of participant funds and plan sponsor funds. Reporting to the Manager of Finance Operations and Client Reporting, this role ensures daily processing and issue resolution is carried out properly and timely.

This position emphasizes collaboration, problem solving, and professional development while handling a broad range of system and financial transactions critical to funding

Qualifications

• Problem solving with attention to detail.
• Initiative to tackle challenges as they arise.
• Strong communication and follow-up skills.
• Excellent organizational and interpersonal skills.
• Experience with Excel and financial platforms.

Responsibilities

• Execute daily financial processing tasks, including monitoring cash balances and investment activity.
• Perform daily cash movements to ensure sufficient funds to pay claims and fund investment trades.
• Perform daily cash reconciliation of all operating bank accounts.
• Investigate and action daily reconciling items between debit card vendor and the OneBridge system.
• Perform adjustments within the OneBridge system for miscellaneous adjustments relating to the operations treasury function.
• Manage and respond to helpdesk tickets relating to operating finance and cash management responsibilities.
• Identify and investigate processing issues related to daily finance operations and follow up with the appropriate parties to complete the resolution.
• Obtain and consolidate supporting documentation from the OneBridge System and reporting platform for requests to support Plan audits.

Skills

Problem solving

Initiative

Communication

Organizational skills

Interpersonal skills

Professional development

Excel

Education

Bachelor’s degree in Finance, Accounting, and Mathematics or related discipline

Job description

OneBridge Benefits was founded in 2013 by members of our current leadership team who set out to build better technology and smarter processes to support account‑based health plans. Today, we’ve grown into a technology‑enabled benefits administrator serving more than 380,000 participants and managing 4.48 billion dollars in assets. Joining OneBridge means becoming part of a group of bright, driven, and collaborative individuals. We’ve built an environment where people can contribute to meaningful work, grow their skills, and pursue their individual passions. While each team’s day‑to‑day responsibilities vary, you’ll find that we consistently value idea‑sharing, encourage innovation, and enjoy tackling the challenges that come with achieving our mission.

Your Opportunity with Us

The Finance Operations Analyst is a detail‑oriented professional who enjoys working in a collaborative environment and supporting a variety of finance and operational activities. Reporting under the Manager of Finance Operations and Client Reporting, this role ensures the accurate, timely movement of participant and plan sponsor funds as well as provides analysis in troubleshooting issues related to a broad range of system and financial transactions. This function is crucial to ensure our daily processing and funding of transactions and are executed properly, accurately and timely.

Essential Functions

• Execution of daily financial processing tasks, including monitoring cash balances and investment activity.
• Perform daily cash movement to ensure sufficient funds to pay claims and fund investment trades
• Perform daily cash reconciliation of all operating bank accounts.
• Investigate and action daily reconciling items between debit card vendor and the OneBridge system.
• Perform adjustments within the OneBridge system for miscellaneous adjustment relating to the operations treasury function.
• Manage and respond to helpdesk tickets relating to operating finance and cash management responsibilities.
• Identify and investigate processing issues related to daily finance operations and follow up with the appropriate parties to complete the resolution.
• Obtain and consolidate supporting documentation from the OneBridge System and reporting platform for requests to support Plan audits.

Required Qualifications

• Demonstrated experience with problem solving and analyzing detailed information
• Comfortability to take initiative with various challenges as they arise
• Ability to communicate and follow‑up to ensure resolution is complete
• High degree of organizational and interpersonal skills
• Eagerness for professional development
• Strong understanding of Excel and financial platforms

Education, Training And Experience

• Bachelor’s degree in for Finance, Accounting, and Mathematics or related discipline, or an equivalent combination of related education and work experience.

The OneBridge Way

At OneBridge Benefits we believe that company culture is paramount in creating enriching experiences. We are grateful for how our culture has emerged over the past several years, take a glimpse to see if it is a place where you could picture yourself thriving.

• We are dedicated professionals who know and care about each other
• We are community builders and impact makers who prioritize giving back through involvement with the various charities that are important to our employees
• We have numerous benefits including downtown parking made easy and FREE, just a quick walk to the office from a covered ramp
• Our dress is casual; welcoming of comfort that supports your business activities