At Ubiquity, we live and breathe our mantra: Head, Heart, Hustle. This isn't just a philosophy—it's the foundation of who we are and what we do. As a Financial Operations Analyst, you'll embody this mantra every day, delivering exceptional service with expertise, empathy, and a drive to succeed.
What You'll Do:
- Head:Use your expertise to provide accurate, efficient, and personalized solutions to our customers.
- Handle customer inquiries via phone, email, or chat with professionalism and accuracy.
- Troubleshoot issues and provide effective resolutions by leveraging company knowledge and tools.
- Continuously learn about our products, services, and processes to enhance the customer experience.
- Heart: Build meaningful connections with every interaction.
- Show genuine care and empathy in addressing customer needs and concerns.
- Foster a positive experience by being a brand ambassador for Ubiquity's people-centric culture.
- Uphold our commitment to diversity, inclusion, and respect in all communications.
- Hustle:Demonstrate resilience and a drive to deliver excellence.
- Meet or exceed key performance metrics, such as response time, resolution rate, and customer satisfaction scores.
- Adapt to challenges with a proactive mindset and a solutions-oriented approach.
- Work collaboratively with team members to improve processes and achieve shared goals.
What We're Looking For:
Minimum of 1 year of relevant experience handling financial transactions, payroll, or banking processes.
Client Funding & Bank Transactions
- Maintain and update client banking information and link bank accounts to the appropriate plans.
- Process client check deposits and wire transfers.
- Review overdue funding transactions and resolve funding discrepancies.
Payroll Processing & Financial Adjustments
- Update payroll deductions and contributions, and submit them for payroll processing.
- Allocate funds to the appropriate payroll deductions.
- Review, correct, and reconcile participant payroll transactions.
- Process participant payments and apply financial adjustments, including investment losses and waived fees.
Reporting & Compliance
- Prepare monthly financial reports to support government compliance requirements.
- Generate payroll and funding reports for internal and client use.
- Perform audits as needed and investigate financial discrepancies, negative balances, and unprocessed transactions.
Participant Transaction & Account Management
- Process HSA distributions, rollovers, and HRA funding notices.
- Manage participant fund adjustments, disbursements, and appeals.
- Correct participant enrollment records resulting from processing errors, plan transfers, or rehires.
Refunds & Disbursements
- Process client refund requests following the required approval process.
- Handle returned or bounced checks.
- Review and resolve negative account balances through appropriate refunds or account adjustments.
Funding Notice Management
- Validate, create, modify, or cancel funding notices as needed to ensure accuracy and prevent duplicate or unnecessary transactions.
- ACH Banking Information Maintenance
- Maintain the monthly ACH Notification of Change (NOC) spreadsheet.
- Update or remove outdated banking information to ensure regulatory compliance and accurate payment processing.
Why Join Us
- Head: Access to career development programs that help you grow professionally and personally.
- Heart: Be part of a people-first culture that values your contributions and supports your aspirations.
- Hustle: Thrive in a dynamic, fast-paced environment where your hard work and dedication are celebrated.
At Ubiquity, we're more than a workplace—we're a community that's invested in your success. If you're ready to make an impact and grow with us, apply now and experience how we bring Head, Heart, and Hustle to life every day.
Apply today and start your journey with Ubiquity!
