Finance Operations Analyst — Cash & Reconciliation

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 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