Reconciliation Analyst

Reconciliation Analyst

Location: Omaha, Nebraska (Hybrid)

Role Overview

This position is a blend of project and migration work, general ledger reconciliation, and process improvement. The role will lead the migration of insurance products and processes to the Insurance Administration team. The successful candidate will build standardized workflows, standard operating procedures, quality assurance controls, and general ledger reconciliation protocols. This role involves supporting insurance product migrations, financial reconciliations, process improvement initiatives, and operational reporting.

Key Responsibilities

• Lead the migration of insurance products and processes, defining timelines, milestones, and success metrics.
• Develop and implement standardized processes, operating procedures, workflows, and quality assurance controls.
• Perform end-to-end general ledger reconciliations, investigate discrepancies, and ensure financial accuracy.
• Partner with accounting and business teams to establish controls and improve operational processes.
• Engage with vendors and internal departments to resolve issues and improve processes, policies, and protocols.
• Build and maintain weekly and month-end reports, as well as departmental key performance indicators.
• Identify process gaps, recommend improvements, and support continuous improvement initiatives.
• Train team members on newly implemented processes and procedures.

Required Qualifications

Experience:

• A minimum of two years of experience in general ledger balancing or financial reconciliation is required.
• Experience with project management, process migrations, implementations, or conversions.
• Proficiency in cash posting and discrepancy resolution.
• Experience with process mapping and workflow documentation.

Technical Skills:

• Expert-level Excel skills, including VLOOKUP, are a must for building reconciliations.
• Experience with a core banking platform, such as Hogan or a similar system, is beneficial.
• Familiarity with Tableau for visual reporting.
• Knowledge of Snowflake is a plus.

Essential Skills:

• Must be self-sufficient, inquisitive, and detail-oriented.
• Strong critical-thinking and analytical skills are necessary.
• Excellent written and verbal communication skills, with the ability to translate technical data for leaders and management.

Preferred Qualifications

• A bachelor's degree in a related field is preferred.
• An accounting degree or accounting certifications are a plus.
• Experience in the insurance industry, including operations, policy administration, or products.
• Experience with third-party vendor and risk management.
• Knowledge of statistics.

Work Environment

This position is based in an indoor office setting with moderate noise. The onsite expectation is four days per week.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

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