Financial Analyst

Financial Analyst

Fast-growing company

Immediate Start

Responsibilities

• Manage the receipt and application of premium-related payments across various lines of business, ensuring timely and accurate posting.
• Review incoming cash activity and validate accuracy against expected balances, investigating discrepancies and resolving issues promptly.
• Coordinate payment activity, including preparation of funding requests and wire details, and ensure proper documentation of all transactions.
• Upload, maintain, and reconcile paid and unpaid transaction records within internal systems to support accurate reporting.
• Perform account reconciliations related to premiums, receivables, and claims balances, ensuring alignment between subledger and general ledger activity.
• Investigate and resolve discrepancies between subledger activity and the general ledger, preparing journal entries and supporting schedules as needed.
• Support period-end close by preparing accurate journal entries, reconciliations, and detailed tie-outs between source data and financial records.
• Analyze general ledger activity tied to premium revenue and cash movements to identify trends, variances, and potential issues.
• Partner with accounting leadership to explain fluctuations in balances and support monthly financial reporting and revenue recognition analysis.
• Prepare summary reporting that highlights key drivers impacting revenue recognition, outstanding balances, and cash flow visibility.
• Provide insight into aged receivables and unpaid premium activity to help improve forecasting and cash flow management.

Essential Skills

• Approximately 2 to 4 years of accounting or revenue-focused experience, ideally within a general ledger environment.
• Ability to reconcile and explain differences between source system reports and data warehouse or DVR reports.
• Experience supporting month-end close activities, including reconciliations, journal entries, and financial reporting.
• Understanding of GAAP principles and their application within general ledger and revenue accounting.
• Ability to analyze financial data, identify variances, and clearly explain drivers behind fluctuations in balances.
• Comfort working across multiple systems and large data sets, with the ability to evaluate, clean, and improve data quality.
• Strong Microsoft Excel skills, including advanced use of pivot tables, VLOOKUP/XLOOKUP, formulas, and data validation.
• Experience with financial reporting and financial analysis related to revenue, premiums, and cash movements.

Additional Skills & Qualifications

• Bachelor's degree in Accounting or a related field is preferred.
• Exposure to insurance or financial services accounting, particularly insurance premium operations, billing, and related processes.
• Familiarity with premium revenue concepts, insurance billing, and reporting practices.
• Experience with data warehouse reporting and the ability to interpret and reconcile data warehouse DVR reports.
• Experience supporting audits or operational reviews, including preparation of documentation and reconciliations.

Job Type & Location

This is a Contract to Hire position based out of Oakbrook Terrace, IL.

Pay and Benefits

The pay range for this position is $30.00 - $36.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Oakbrook Terrace, IL.

Application Deadline

This position is anticipated to close on Aug 7, 2026.