Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Summary:

The primary purpose of the Finance Analyst is to prepare financial related analyses and research for

company operations including duties related to financial reporting, auditing, month-end close, new

business and ad hoc reporting for corporate operations.

Essential Duties and Responsibilities (include but are not limited to):

• Assist in the valuing of acquisition opportunities through historical data analysis;
• Review commission history to reconcile payment and billing dates;
• Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables;
• Audit acquisition contracts to ensure that all pricing has been entered accurately;
• Audit all books of business under management at Digital Insurance to ensure all cases are receiving commissions or splits and are correctly labeled as active or terminated;
• Document payment cycles, billing cycles and error reports in order to assist with revenue tracking and account maintenance;
• Handle inquiries from acquisition, partnerships or internal producers and brokers;
• Routinely run administrative reports and analyze for inconsistencies;
• Identify discrepancies from reports and communicate with the appropriate internal department;
• Communicate with the Broker Transfer and Commission Teams for reconciliation of accounts;
• Ad hoc reporting and special projects;
• Additional responsibilities assigned by management.

Qualifications, Skills and Requirements:

• Strong analytic skills, attention to detail, accuracy, and follow-through, required;
• Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve;
• Ability to effectively solve problems by finding and using key resource;
• Excellent verbal and written communication skills;
• Strong customer service skills;
• Ability to multi-task and thrive in a fast paced environment.

Education, Training and Experience:

• Bachelor's Degree in Finance, Accounting, or a related field, preferred;
• Advance Excel experience including pivot tables, v-lookups and formula writing.
• Knowledge of PowerBi and Medical Claims payment process preferred.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!

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