Reporting to the Manager of Financial Operations, this role supports key operational functions across Accounts Receivable, Treasury, and Compliance within the insurance industry. The Financial Operations Analyst will be working closely with the Accounts Receivable Specialist and Senior Treasury Analyst to perform daily and monthly processes while gaining exposure to accounts receivable, treasury, banking operations and compliance. In addition, this role focuses on problem-solving, financial analysis, and driving operational efficiency.
Essential Functions
- Prepare and post journal entries to the General Ledger.
- Perform daily and monthly account reconciliations and support month-end close activities.
- Analyze and reconcile intercompany balances across multiple legal entities and assist with weekly intercompany premium settlements.
- Support daily banking operations, liquidity transfers, bank reconciliations, and treasury activities.
- Assist with premium tax filings, compliance reporting, and documentation requirements.
- Support banking and insurance systems implementations, enhancements, testing, and process improvement initiatives.
- Collaborate with cross-functional teams to identify process improvements and resolve financial discrepancies.
- Serve as operational backup for critical Accounts Receivable, Treasury and Compliance functions.
- Conduct financial research and analysis to investigate operational discrepancies, resolve exceptions, and support informed business decisions across Accounts Receivable, Treasury, and Compliance.
- Perform Ad hoc financial analysis, operational projects, and process improvement initiatives as business needs arise.
- Demonstrate flexibility, initiative, and the ability to quickly learn and contribute across multiple areas of Financial Operations.
Job Requirements
- Bachelor's degree in finance or accounting, required
- 0-1+ years of relevant experience, preferred
- Proficiency in Microsoft excel and Microsoft Office
- Excellent communication and collaboration skills
- Strong attention to detail and commitment to accuracy
Work Environment and Physical Demands
- Inside climate-controlled office building
- Prolonged sitting and using a PC
- <10% Travel
- Ability to lift 25lbs
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Department Overview
The Finance Team aligns best practice financial concepts and intended outcomes to the benefit and regulation of the HAI Group enterprise, Board of Directors and Strategic Committee. The source of financial decisions, the Finance Team builds partnerships across the enterprise and are seen as value added business partners providing advice and counsel. It is a cohesive team that values honest and open communication. A shared services department, the team produces actions for the successful business outcomes with internal constituents and with banks, brokers and re-insurers using critical thinking and complex problem-solving techniques. Empowered to take time to make the right decision, the Finance Team is committed to open, honest communications to all business partners.
Company Overview
HAI Group®(1) , is the nation’s leading property-casualty insurance company founded by and dedicated to affordable housing organizations. While we are recognized ... (truncated)
Cultural Objective
HAI Group contributes to a culture that creates a safe and healthy working environment and a space of inclusiveness and belonging for all by: exceeding our customers’ expectations, working collaboratively across the organization, embracing diversity, and demonstrating mutual respect and empathy.
HAI Group Benefits and Perks
- Bonus program eligibility
- Outstanding 401(k) program and non-elective contribution
- Generous paid time off, paid volunteer days and paid holidays
- Medical, vision and dental Insurance
- Company paid life, AD&D, short-term disability, and long-term disability coverage
- HSA, FSA and dependent care options
- On-Site wellness: Full gym and locker rooms, wellness initiatives, outdoor basketball and tennis court, picnic pavilion area
- Tuition reimbursement and loan repayment
- Community outreach
HAI Group is an Equal Opportunity Employer.
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