Does your current company inspire you to build, grow, and innovate? Is your passion for making lasting and meaningful change being realized?
The tremendous growth in our business and increasing demand for our services means we are expanding our team in exciting ways. We have the heart of a startup and the backing of an industry leader. This means a unique career opportunity for low-ego professionals looking for a people-first, culture rich work family with which to change the world.
The initial primary purpose of the EOI Finance Staff role is to ensure timely and accurate cash posting from commission statements by reviewing OneDigital Cash Posting teamwork and identifying and executing on improvements that drive accuracy. A longer-term objective of this role is to enable up to date reporting on revenue to EOI field and leadership
Essential Duties and Responsibilities:
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Upload Carrier Statements for access by Cash Posting Team, timely and accurately
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Oversee accuracy of cash posting output from cash posting team, measure cash posting against expected receipts
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Identify trends or common data issues driving cash posting inaccuracies, working with cash posting team and carrier contacts to improve statement reading
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Maintain mapping of case names across Carrier Statements, Oracle database, and Cash Posting ledger / CRM (OneDigital’s Microsoft 365)
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Administer Third Party payments to broker partners in a timely manner, with adequate support for cash basis from underlying systems
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Develop Oracle reporting requirements that enable job-level P&L, working with technical resources to merge revenue data source(s) with expense sources
Qualifications, Skills and Requirements:
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Ability to work with large data sets, merging data across multiple technologies
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Demonstrated business acumen
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Strong mathematical, analytical, organizational and interpersonal skills;
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Strong verbal and written communication skills;
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Ability to maintain confidentiality;
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Ability to thrive in a fast-paced environment;
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Self-motivated to learn new concepts and participate in new projects
Education, Training and Experience:
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Bachelor’s degree in Data Management, Mathematics, or Business (Accounting, Finance, Management Information Systems), or other related area(s);
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Three+ years of experience in a similar financial position;
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Advanced Microsoft Excel knowledge
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Experience with insurance operations strongly preferred
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Familiarity with generally accepted accounting principles (GAAP).
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Must be detail-oriented, accurate and able to prioritize and complete tasks within a given time frame
The typical base pay range for this role nationwide is $72,000 to $78,000 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the team!
Top Skills
What We Do
We bring exceptional benefits and insurance technical knowledge, access to aggregate plan data, extensive but focused research and analysis of every benefit plan we advise on. In addition, our clients can expect seamless process execution. The result? We’re able to support benefits brokers and consultants in their ability to raise the bar on the service they deliver to their clients.
