JOB SUMMARY:

Executes and researches most financial functions, including but not limited to consortium and cooperative accounting, stop loss reporting, aggregate reporting, billing, and cash management.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Develop, Implement, and maintain accounting system for consortiums and cooperatives including claims payments and cash transactions.
2. Analyze carrier enrollment information and prepare monthly client invoices.
3. Record receivables and record and complete all vendor payments.
4. Assist senior finance specialist with analysis of data for stop loss and aggregate claim filing.
5. Assist senior finance specialist with financial and aggregate reporting.
6. General finance division tasks as needed.

These duties and responsibilities are intended to describe the general nature and level of work involved for this job. This is not an exhaustive list of all duties or responsibilities. 

PHYSICAL REQUIREMENTS:

• Must be able to travel for daily bank deposits and mail.
• Must be able to sit or stand and type utilizing computer for up to 75% of the workday.
• Must be able to lift document storage boxes.

QUALIFICATIONS:

• Associate degree in accounting, Finance, or similar field required, Bachelor’s degree preferred.
• A minimum of 1 year’s experience in Finance or Accounting preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

• General knowledge of accounting principles and practices required.
• Attention to detail and accuracy required.
• Specific knowledge of accounting software required.
• Ability to establish and maintain effective relationships with management staff, employees, and the general public required.
• Excellent knowledge of and demonstrated proficiency using Microsoft office products required.
• Excellent communication skills in both verbal and written format required.

JOB SPECIFIC COMPETENCIES:

1. Customer Focus – Makes customers and their needs a primary focus of one’s actions; readily readjusts priorities to respond to pressing and changing client demands with a sense of urgency; shows interest in and understanding of the needs and expectations of internal and external customers; gains customer trust and respect; meets or exceeds customer expectations.
2. Productivity – Is dependable to work assigned schedule and perform assigned tasks; possesses the necessary job skills and knowledge; delivers work/projects accurately and on time; accomplishes critical tasks with measurable results.
3. Interpersonal Skills – Establishes and maintains effective working relationships with others inside and outside the organization; treats others with dignity and respect; coordinates work effectively with team members; manages conflict constructively; provides timely and honest feedback in a manner which is productive; demonstrates effective listening skills; articulates clear communications (oral and written) with others.
4. Initiative – Identifies what needs to be done and takes action without being asked or required to; suggests process improvements; initiates self-development efforts; seeks additional job responsibilities to assume; looks for new ways to contribute to the business; is proactive; takes prompt action to accomplish objectives.