Senior Finance Technical Professional

Profile

Description

The Senior Agency Management Professional analyzes transactions posted to the general ledger, 1099 reporting, and cash reporting from the agency management system and determine the need for any system and/or ledger updates for accruals, prepaid, and adjusting updates or entries. The Senior Agency Management Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

Responsibilities

The Senior Agency Management Professional provides financial support for analyzing variations from budget for agency management reporting. Engages with the producers and the Center for Medicare and Medicaid Services/Department of Insurance regulations specific to them if there are concerns related to missing or incomplete commissions. Performs audits related to commission payments that include system adjustments that need to be appropriately tied to transaction codes to systematically create the proper entries to the general ledger. Analyzes and interprets Center for Medicare and Medicaid Services and Department of Insurance regulations to establish required appointment fees for producers to ensure we are compliant when solicitation and selling of our products occur. Ensures compliance, making sure to not over appoint due to the related administrative expense. Maintains producer contract, appointment and licensing information and records; prepare responses for Center for Medicare and Medicaid Services and Department of Insurance audits, timely pay new appointments, renewals, and termination fees and file/send related returns, letters and other required reports according to Department of Insurance and Center for Medicare and Medicaid Services regulations. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.

Required Qualifications

Bachelor's degree or proven technical knowledge and experience

5 or more years financial analysis and/or reporting experience

SQL and in querying and design, creation, and maintenance of business reporting and business intelligence databases and processes

Experience working with MS Office Applications (Word, Outlook, PowerPoint, Access, Excel)

Growth Mindset to continuously improve skills and knowledge

Must be passionate about contributing to an organization focused on continuously improving consumer experiences

Preferred Qualifications

Master's Degree in Business Administration or a related field

Expert skill level of SQL

SSIS for creating and maintaining ETL/ELT Process

VBA for process automation in Office applications

Experience with healthcare, insurance, or other financial related data

Additional Information

Mkt Ofc Green Bay and/or WAH Nationwide

Scheduled Weekly Hours

40

Company info

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