Financial Analyst

Global Channel Management, Inc; Mason (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company located in Mason, Ohio is seeking a Financial Analyst with 2+ years of experience in Finance or Accounting. The ideal candidate should have strong analytical and problem-solving skills, as well as advanced knowledge in Microsoft Excel. Responsibilities include analyzing complex data, managing the cash application process, and providing recommendations for improvements. This role requires strong interpersonal skills and the ability to work both independently and as part of a team.

Qualifications

• 2+ years of experience in Finance, Accounting, or a related field.
• Strong analytical and problem-solving skills.
• Ability to work in both team and individual environments.

Responsibilities

• Analyze complicated data to identify trends and provide recommendations.
• Manage and prioritize the cash application process for high-risk customers.
• Analyze open receivable trends including payment frequency.

Skills

Analytical skills

Problem-solving skills

Customer service skills

Communication skills

Ability to multitask

Education

2+ years in Finance or Accounting

Tools

Microsoft Excel

SAP

Facets

Job description

Financial Analyst needs 2+ years of experience in Finance, Accounting or related field

2+ years of experience in Finance, Accounting or related field

Strong analytical and problem-solving skills

Advanced knowledge of Microsoft Word and Excel

Ability to work in both team and individual environments

Strong customer service and communication skills, both oral and written

Understand and adheres to a high level of confidentiality and integrity

Ability to quickly grasp and retain information and concepts

Ability to multitask and prioritize handling of issues

Ability to identify problems and take initiative to recommend solutions to Manager and implement changes

Experience in customer service or insurance related role/processes

Preferred;

Knowledge of vision and /or insurance benefits

Understands third party benefits and administration

Ability to promote integrity and a strong work ethic

Knowledgeable in continuous improvement methods

Knowledge and experience in SAP

Previous Facets experience and knowledge

• Analyzes complicated data to identify trends, makes forecasts and provides recommendations/solutions that facilitate cash application of outstanding balances.
• Analyzes open receivable trends, including payment frequency and root cause analysis (i.e. denials, over/short payments, etc.).
• Manages and prioritizes the cash application process for high risk customers