Sr Financial Analyst

Kansas City, Missouri

Employer: Lockton, Inc.
Industry: 
Salary: Competitive
Job type: Full-Time
Job Summary:

Lockton Dunning Benefits is currently seeking a Senior Financial Analyst to manage the forecasting, financial reporting, account reconciliations, carrier collections, and other accounting issues for several service areas (~$55M in annual revenue).



ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

  • Work collaboratively with client service teams to collect and review data for accuracy and consistency.
  • Integrate data from multiple data sources into relevant client reports.
  • Prepare routine financial reports and review financial reports with client service teams.
  • Identify monthly variances and research solutions; troubleshoot billing and collection problems
  • Manage relevant contracts, with emphasis on administering revenue caps and escalators
  • Review direct bill commission postings for accuracy
  • Assist in annual budget preparation
  • Work with Accounting to advise on expenses charged to client service teams and payment of invoices
  • Create basic and complex models to analyze, illustrate, and project trends.
  • Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
  • Prepare custom reports and analysis for specific client needs.
  • Serve as a Subject Matter Expert on financial reporting related to specialty practice areas
  • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
  • Participate in internal office meetings as required
  • Other responsibilities as assigned


#LI-Hybrid



#LI-Remote

Requirements:

EDUCATION, EXPERIENCE, AND SKILLS REQUIRED

  • Bachelor's degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, accounting or finance required.
  • Understanding of basic accounting principles required.
  • Above-average proficiency in the use of Microsoft Excel required
  • Experience using Vena, PeopleSoft and/or BenefitPoint a plus.
  • Proven ability to work independently and strong attention to detail required.
  • Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
  • Must have above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
  • Must have the demonstrated ability to not disclose confidential information; along with precise and careful handling of critically sensitive and confidential documents.
  • Demonstrated ability to follow through, in a timely manner, on tasks to their completion
  • Strong ability to use good judgment in recognizing scope of authority and urgency.
  • Legal right to work in the United States
Created: 2024-05-19
Reference: 2400U4
Country: United States
State: Missouri
City: Kansas City
ZIP: 64161

Similar jobs: