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Financial Analyst

Tri-Mar Consulting Inc
Fairport, NY Full Time
POSTED ON 4/10/2025
AVAILABLE BEFORE 5/7/2025

Job Summary

The Financial Analyst II performs many accounting, customer service and organizational functions. They are responsible for collaborating with internal and external members to promote financial health within the organization.

Job Description

Duties are listed based on the estimated % of time. Other responsibilities may be assigned.

  • Searching each carrier statement for any payment inconsistencies or errors, while making sure plan participants are being charged correctly at the EE / ER tier.
  • Performs verification and accuracy checks monthly on all assigned accounts. Ability to research and follow-up by making sure corrections are identified and reported to the necessary participants timely.
  • Implement strategic processes and evaluate methods that supply correct results. In this role you must be able to independently problem solve by applying critical thought.
  • Effective communication methods and ability to clearly express and explain analytical data to internal and external business partners.
  • Follows the Agency's Standard Operating Processes in relation to timely payment and reconciliation procedures. These processes have potential to change based on business needs. Ability to adapt to changes in procedure is imperative.
  • Partners with internal and external areas to ensure proper procedures and functions related to billing are followed and supported.

Job Qualifications

  • Associate's Degree in Accounting / Finance Preferred
  • 2 years of experience in advanced understanding of the reconciliation process
  • Ability to analyze and interpret financial data - Strong Analytical and Excel Skills (Proficiency : Advanced)
  • Demonstrates problem solving skills - Must apply critical thought (Proficiency : Advanced)
  • Strong verbal communication and listening skills - Must clearly explain issues and present resolution (Proficiency : Advanced)
  • Employment Type : Full Time

    Years Experience : 1 - 3 years

    Salary : $59,000 - $61,000 Annual

    Bonus / Commission : No

    Salary : $59,000 - $61,000

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