This position will act as the financial analyst for the Operations Department, working with the Management team for budgeting, auditing, invoice processing and reconciling data needs for the Department. This team member will need strong Excel and data analysis skills.
Duties:
Reconcile monthly invoices; present to Accounts Payable for payment.
Work with management to generate the annual budget for the Department and maintain monthly expense reports.
Work with management to gather, audit and maintain files for various on-going and one-time audits.
Reconcile weekly new business feeds to general ledger.
Work with management for the development and implementation of various fees, overrides and bonuses on a monthly, quarterly, and annual basis. Ensuring the fees reconcile; completing invoices and reconciling to general ledger
Requirements:
High School Diploma or Equivalent. College degree preferred.
Demonstrated ability to deliver timely results and proven attention to deadlines.
Demonstrated effective oral, written and interpersonal communication skills including successful experiences participating in or leading ad hoc work teams through the process of problem solving from identification to solution implementation.
Seniority level
Associate
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Insurance
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