Senior Financial Analyst

We are a technology-enabled financial services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values : People Matter. Quality First. Integrity Always.®

Position Purpose : This position is primarily responsible to perform the Accounts receivable transaction-based process for US retirement domain.

Role And KEY RESPONSIBILITIES

• Possess knowledge of accounts receivable subprocesses such as customer setup / maintenance, billing, cash application, collections, bad debt, write-offs, and fee recovery / adjustments from plan / trade assets.
• Better understanding on end-to-end deconversion process, including offboarding customers by generating pending bills through reconciliation and ensuring the timely recovery of outstanding fees / invoices.
• Capable of learning and exploring multiple activities based on the subprocess and tracking all key updates.
• Maintain the SOPs, process documents and process map up to date.
• Prepare and present regular reports on accounts receivable status.
• Collaborate with the onshore (US) team on process trainings and updates
• Conduct quality checks on the end-to-end process / transactions handled by offshore and Identify defects, perform root cause analysis, implement corrective and preventive actions.
• Possess knowledge on accounts receivable KPIs and adhere to metrics (quality and TAT).
• Support any adhoc projects and ensure timely completion.
• Demonstrate flexibility in working on quick turnaround processes and taking complete ownership.
• Identify potential automation opportunities.

Education and experience :

Key Skills & Knowledge

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Skills Required

Access, As400, Accounts Receivable, Microsoft Excel, Lawson