Job Title: Finance Specialist Department: Finance Reports To: Vice President & Controller Direct Reports: Not Applicable FLSA Status: Salary Exempt Salary: Commensurate with Experience PURPOSE: The Finance Specialist (FS) position closely collaborates with the rest of the Finance Team and support Finance management by contributing to and maintaining a best-in-class finance organization that successfully services, with high quality, the remainder of the Company and external parties. The FS functional areas are as follows: Execute daily operations of the department, including treasury; preparing and reconciling financial results; preparation of audit requests and interaction with auditors; compliance with financial and technical laws, regulations and controls; response to third party requests and questions; knowledge sharing with peers and other Team members; team member on corporate and Finance Team projects The detailed responsibilities below collectively roll up to form the functional areas and are shared across the FSs to meet the strategic and operating goals of the Finance Department. DETAILED RESPONSIBILITIES Assist Finance and Company management by: 1. PARTICIPATING ON FINANCE OR CORPORATE PROJECTS As part of executing the corporate and department strategic plans, participate as necessary on corporate and departmental project teams. For smaller, individual assigned Finance projects ensure successful completion by independently performing required task steps and utilizing knowledge resources. 2. EXECUTING DAILY FINANCE OPERATIONS, REPORTING AND COMPLIANCE FUNCTIONS Execute daily financial transactions and procedures while ensuring compliance with Company policy and technical and regulatory body requirements. Keep current on technical accounting and finance approach and positions of the Company. Prepares timely, accurate, and complete documents, reports, and other requests. Executes the monthly financial close cycle and reports out progress. Reviews the work of peers, including journal entries, reconciliations, and financial and operational reports for accuracy and completeness. Identify system-related issues, including the General Ledger, data, and reports and assists the Finance Team and technical specialists to address these problems. Performs other operational duties, such as execution of business unit or client requests (e.g. new reports), explanation and research of significant and/or unusual transactions or balances, administration of assigned general ledger accounts, etc. 3. EXECUTING TREASURY ACTIVITIES Assist the rest of the Finance Team to efficiently execute treasury services, including premium billing and collections; accounts receivable management; claimant and provider disbursements; policyholder disbursements; agent compensation; accounts payable; employee reimbursements; business unit and external party research and responses; and other services billings and collections. Identify and recommend areas for improvement. 4. SUPPORTING FINANCIAL PLANNING AND ANALYSIS Assists with departmental and company-wide budgeting and monthly financial analysis. Support for operations and practices information requests; assists with financial planning and projections; prepares variance analyses and explanations; assists with costing and pricing through collaboration with sales and operations; assists with revenue and pipeline reporting; assists with cash projections; performs commission calculations, assists with modelling and reporting; analyzes claims, invoicing, Rx data; supports data governance by identifying and assisting with data quality issues and ensuring data integrity. 5. ASSISTING WITH FINANCIAL PERFORMANCE AND RESULTS Assist with variance analyses and explanations against budget and prior period results; generate financial and managerial reports, request explanations and information from business units and respond to questions and requests from business units and corporate. 6. SUPPORTING EFFECTIVENESS AND EFFICIENCY OF INTERNAL CONTROLS AND POLICIES/PROCEDURES Support the continuous improve internal controls and policies/procedures to address the current operating environment, including touch points with other departments and operating entities, and suggest best practices. Review policies, procedures, and internal and controls and update documentation for assigned areas. Recommend changes to procedures, controls, and reports. Interacts with auditors and other specialists as necessary. 7. CONTINUOUSLY IMPROVING DEPARTMENT SKILLS AND ABILITIES Assist other Team members, including management, in their daily duties during absences or peak periods. Perform self-development, training, proactively participate in coaching sessions, and discuss upward feedback with supervisors and coaches. 8. DELIVERING HIGH QUALITY SERVICE TO INTERNAL AND EXTERNAL STAKEHOLDERS Report and resolve internal and external stakeholder issues or inefficiencies. Identify and support ease of doing business projects and other user friendly improvements and maintain the customer-centric focus within the department. Foster strong inter-departmental collaboration on projects, initiatives, and problem resolutions. 9. MAINTAINING PROFESSIONAL AND TECHNICAL KNOWLEDGE Participate in industry and technical seminars/training; maintain and/or acquire additional certifications and skills; research best practices and knowledge share with others. EDUCATION AND EXPERIENCE BS degree in Accounting, Finance, or Audit or long-tenured industry/professional experience. Industry accounting knowledge (e.g. medical/pharmacy brokering, insurance/group benefits, third party administration, revenue recognition, etc.) with a broad range of accounting and/or financial analysis exposure preferred Experience with executing financial close procedures, treasury operations, and/or financial analysis Project team experience Knowledge of Finance processes and controls, ability to identify weaknesses and recommend solutions TECHNOLOGY SKILLS Strong data analysis and related analytical tool skills (Access, Excel) Experience with Great Plains or similar G/L packages Experience with administrative systems and financial planning/budgeting software desirable Advanced skills in Microsoft Office products with emphasis on Excel, Word and Access LICENSES OR CERTIFICATIONS Certified Public Accountant or CPA-eligible or other industry or technical certifications (e.g. CMA) optional, yet encouraged COMPETENCIES Ethics, integrity, high quality service delivery Issue identification and recommendation, brainstorming Internal and external customer service Communication, verbal and written Relationship-building, teamwork, collaboration Open-minded, change focused