Finance Operations Analyst

ZipRecruiter; Buffalo (NY); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in Healthtech is seeking a Finance Operations Analyst to join their dynamic team. In this pivotal role, you will oversee daily financial operations, ensuring smooth processing of transactions and providing crucial analysis for troubleshooting financial issues. This position offers the opportunity to work in a fast-paced environment where your problem-solving skills and initiative will be highly valued. Join a collaborative team that prioritizes innovation and professional development, and play a key role in shaping the financial operations of a company that is dedicated to serving its clients and community.

Qualifications

• Experience in problem solving and analyzing detailed financial information.
• Strong understanding of financial platforms and Excel.

Responsibilities

• Oversee daily financial operations and ensure high-level transaction processing.
• Perform daily cash reconciliation and manage helpdesk tickets related to finance.

Skills

Problem Solving

Analytical Skills

Communication

Organizational Skills

Initiative

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Mathematics

Tools

Excel

Financial Platforms

Job description

Who We Are
OneBridge Benefits was founded in 2013 by members of its current leadership team who had the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode as a premier Healthtech company, servicing over 260,000 participants with over 2 billion dollars in health accounts.

Our team prides itself on bringing innovative products and technology to market. These products benefit our participants by helping them understand how to maximize their health benefits and plan for future health care costs. Our products include traditionally funded HRAs, ICHRA, FSAs, and HSAs. Our priority is serving our clients, their participants, our employees, and our community. In becoming part of the OneBridge Benefits team you would be joining a group of bright, driven, and creative individuals.

We have built an environment that creates opportunities to be part of great teams while pursuing their individual passions. Each group's day-to-day responsibilities vary. However, you will find our team consistently values idea sharing, innovation, and tackling the challenges of achieving our mission.

Your Opportunity with Us

The Finance Operations Analyst is a focused and driven candidate who operates best in fast-paced environments. Reporting directly to the Director of Product Solutions, this role plays an integral part in overseeing daily financial operations for all of OneBridge Benefits, as well as providing analysis in troubleshooting a broad range of system and financial issues. This function is crucial to ensure our daily processing of transactions functions at the highest level.

Essential Functions

1. Develop and coordinate the execution of daily financial processing tasks, including running daily reports to pull transaction, deposit, and activity data.
2. Perform daily cash movement to ensure sufficient funds to pay claims and fund investment trades.
3. Perform daily cash reconciliation of all bank accounts.
4. Investigate and action daily debit card reconciling items between debit card vendor and the OneBridge system.
5. Perform adjustments within the OneBridge system for miscellaneous adjustments relating to the treasury function.
6. Manage and respond to helpdesk tickets relating to finance and cash management responsibilities.
7. Solve processing issues related to daily finance operations and follow up with the appropriate parties to complete the resolution.
8. Assist Product Solutions team with investment onboarding and financial process building tied to new corporate initiatives.
9. Assist Product Solutions team with troubleshooting various systematic issues, providing analysis and execution on short-term and long-term resolutions.
10. On occasion, respond to on-call overnight issues with daily processing tied to investment reconciliation.

Required Qualifications

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

Education, Training and Experience:

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

On-Site, Buffalo, NY.

Apply today to learn more about building your career with our OneBridge Benefits team.