Finance Operations Analyst: Cash Management & Reconciliation

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

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.