Finance Operations Analyst

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

Benefits offered by this job

Downtown parking (free)

Casual dress code

Comprehensive benefits

Downtown Buffalo office

Job summary

OneBridge Benefits in Buffalo, NY, is seeking a Finance Operations Analyst who thrives in a collaborative finance environment. You will support daily processing, funding of transactions, and issue resolution across treasury activities.

Reporting to the Manager of Finance Operations, you will monitor cash balances, reconcile bank accounts, analyze discrepancies, and prepare supporting documentation for audits. Strong Excel skills and attention to detail are essential.

Qualifications

• Problem solving and attention to detail required.
• Ability to take initiative and drive tasks to resolution.
• Strong communication and interpersonal skills for cross-functional collaboration.
• Proficiency with Excel and financial platforms.

Responsibilities

• Execute daily financial processing tasks and monitor cash balances.
• Perform daily cash movement to fund claims and investments.
• Perform daily cash reconciliation of operating bank accounts.
• Investigate and resolve reconciling items between debit card vendor and OneBridge system.
• Process adjustments within the treasury function.
• Manage and respond to finance helpdesk tickets.
• Identify and investigate processing issues and follow up to resolve.
• Obtain and consolidate documentation for plan audits.

Skills

Problem solving

Initiative

Communication

Organizational skills

Attention to detail

Education

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

Tools

Excel

Financial platforms

Job description

Who We Are

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 providing 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
• 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