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 quality check for the accounts payable and receivable process in HRO benefits domain (Preferable USA Geography).

Role and KEY RESPONSIBILITIES

• Handle Quality check as per the checklist and ensuring high accuracy.
• Maintaining bookkeeping databases and spreadsheets and updating information as needed
• Research and obtain further information for incomplete documents.
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output
• collecting and entering data in databases and maintaining accurate records of valuable company information.
• Our ideal candidate has essential data entry skills, like fast typing with an eye for detail and familiarity with spreadsheets and online forms.
• Generate reports, store completed work in designated locations and perform backup operations.
• Keep information confidential.
• Respond to queries for information and access relevant files.
• Comply with data integrity and security policies.
• Ensure proper use of office equipment and address any malfunctions
• Create and maintain documents / procedures as needed to meet the process requirements.
• Handle calls from customers or clients and provide them with a solution to their queries.
• Must discuss every matter with its supervisor or team leader to get any issue sorted.
• Giving a resolution to the customers or clients should be the whole and sole responsibility.
• Must efficiently set goals and work on, so as to avoid any escalations and maintain the relevancy and quality while providing service to the customers.
• Work with stakeholders to develop and implement a smooth and efficient transition plan.
• Perform other duties and special projects as assigned by management.

Education and experience :

Key Skills & Knowledge

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