Financial Planning Lead, Claims Platform & Reporting

Medica; Madison (WI); On-site; USD 70,200 - 120,400; Full time

Job summary

Medica is seeking a finance professional to support the end-to-end financial planning, controls, and reporting for a new TPA-administered claims platform, onsite in Madison. You will partner with Finance, Actuarial, Claims Operations, IT and the TPA to validate data flows, ensure accuracy of claims and accruals, establish controls, and enable timely reporting.

The role requires a Bachelor's degree and 5 years of post-degree experience; the team emphasizes collaboration, GAAP knowledge, and

Qualifications

• Bachelor's degree or equivalent in a related field.
• 5 years of work experience beyond the degree.
• Health Insurance industry experience preferred.
• Experience with data quality checks in cross-functional implementations.
• GAAP knowledge and auditing experience.

Responsibilities

• Lead financial data validation for new TPA claims platform migration.
• Test data and reports with cross-department collaboration.
• Maintain claims data quality by collecting, monitoring, and creating financial models.
• Build and document month-end reconciliation routines.
• Translate business requirements into financial/reporting needs (ledger impacts, subledger mapping, accrual logic).
• Audit and regulatory filing support for internal and external auditors.
• Handle special projects & ad hoc reporting.

Skills

Advanced Excel

GAAP knowledge

Financial data analysis

Cross-functional collaboration

Auditing experience

Stakeholder management

Microsoft Suite

Education

Bachelor's degree or equivalent in related field

Tools

Microsoft Suite

Job description

Medica is seeking a finance professional to support the end-to-end financial planning, controls, and reporting for a new TPA-administered claims platform, onsite in Madison. You will partner with Finance, Actuarial, Claims Operations, IT and the TPA to validate data flows, ensure accuracy of claims and accruals, establish controls, and enable timely reporting.

The role requires a Bachelor's degree and 5 years of post-degree experience; the team emphasizes collaboration, GAAP knowledge, and