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Finance Analyst

  • Posted 10 hours ago
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Job Description


Role: Finance Analyst
 Tasks/ Responsibilities:Responsibilities:
  • Reconcile policy level premium, commissions, open receivables and other policy details between client's systems and the MGA's systems.
  • Prepare exhibits summarizing the various reconciling differences with explanations describing the cause for the difference
  • Maintain policy level detail which reflect the summarized differences in the exhibits
  • Track and age differences
  • Work with program accountant, client's underwriter, client's IT and MGA to resolve open differences
Required Skills / Experience:
  • Technical Skills: Microsoft Excel, Microsoft Office, Financial Systems, Accounting experience
  • Strong analytical skills with the ability to collect and organize significant amounts of information with attention to detail and accuracy.
  • Working knowledge and experience with financial systems.
  • Strong verbal and written communication skills.
  • Strong knowledge of Excel including complex functions and pivot tables to analyze data (sumproduct, vlookup, sumif, etc.)
Technical Skills:  Education:
  • BS in Finance, Accounting, Mathematics, Economics, Statistics or related discipline.
 
 

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About Company

Job ID: 153879547

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