What are the responsibilities and job description for the Finance Operations Analyst position at Onebridge Benefits Inc?
Job Description
Job Description
Who We Are
OneBridge Benefits was founded in 2013 by members of its current leadership team who had the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode as a premier Healthtech company, servicing over 260,000 participants with over 2 billion dollars in health accounts.
Our team prides itself on bringing innovative products and technology to market. These products benefit our participants by helping them understand how to maximize their health benefits and plan for future health care costs. Our products include traditionally funded HRAs, ICHRA, FSAs, and HSAs. Our priority is serving our clients, their participants, our employees, and our community.
In becoming part of the OneBridge Benefits team you would be joining a group of bright, driven, and creative individuals.
We have built an environment that creates opportunities to be part of great teams while pursuing their individual passions. Each group's day-to-day responsibilities vary. However, you will find our team consistently values idea sharing, innovation, and tackling the challenges of achieving our mission.
Your Opportunity with Us
The Finance Operations Analyst is a focused and driven candidate who operates best in fast-paced environments. Reporting directly to the Director of Product Solutions, this role plays an integral part in overseeing daily financial operations for all of OneBridge Benefits, as well as providing analysis in troubleshooting a broad range of system and financial issues. This function is crucial to ensure our daily processing of transactions function at the highest level.
Essential Functions
- Develop and coordinate the execution of daily financial processing tasks, including running daily reports to pull transaction, deposit, and activity data.
- Perform daily cash movement to ensure sufficient funds to pay claims and fund investment trades
- Perform daily cash reconciliation of all bank accounts.
- Investigate and action daily debit card reconciling items between debit card vendor and the OneBridge system.
- Perform adjustments within the OneBridge system for miscellaneous adjustment relating to the treasury function.
- Manage and respond to helpdesk tickets relating to finance and cash management responsibilities.
- Solve processing issues related to daily finance operations and follow up with the appropriate parties to complete the resolution.
- Assist Product Solutions team with investment onboarding and financial process building tied to new corporate initiatives.
- Assist Product Solutions team with troubleshooting various systematic issues, providing analysis and execution on short-term and long-term resolutions.
- On occasion, respond to on-call overnight issues with daily processing tied to investment reconciliation.
Required Qualifications
The OneBridge Way
At OneBridge Benefits we believe that company culture is paramount in creating enriching experiences. We are grateful for how our culture has emerged over the past several years, take a glimpse to see if it is a place where you could picture yourself thriving.
Apply today to learn more about building your career with our OneBridge Benefits team.
