About the Role
The Finance Operations Analyst is a detail-oriented professional who enjoys working in a collaborative environment and supporting a variety of finance and operational activities. This role ensures the accurate, timely movement of participant and plan sponsor funds as well as providing analysis in troubleshooting issues related to a broad range of system and financial transactions. This function is crucial to ensure our daily processing and funding of transactions are executed properly, accurately and timely.
Responsibilities
- Execution of daily financial processing tasks, including monitoring cash balances and investment activity.
- Perform daily cash movement to ensure sufficient funds to pay claims and fund investment trades.
- Perform daily cash reconciliation of all operating bank accounts.
- Investigate and action daily reconciling items between debit card vendor and the OneBridge system.
- Perform adjustments within the OneBridge system for miscellaneous adjustments relating to the operations treasury function.
- Manage and respond to helpdesk tickets relating to operating finance and cash management responsibilities.
- Identify and investigate processing issues related to daily finance operations and follow up with the appropriate parties to complete the resolution.
- Obtain and consolidate supporting documentation from the OneBridge System and reporting platform for requests to support Plan audits.
Requirements
- Demonstrated experience with problem solving and analyzing detailed information.
- Comfortability to take initiative with various challenges as they arise.
- Ability to communicate and follow-up to ensure resolution is complete.
- High degree of organizational and interpersonal skills.
- Eagerness for professional development.
- Strong understanding of Excel and financial platforms.
Skills
- Excel
- Financial platforms
- Problem solving
- Analysis
- Communication
- Organization
- Interpersonal skills
Education Level
- Bachelor’s degree in Finance, Accounting, and Mathematics or related discipline, or an equivalent combination of related education and work experience.
Benefits
- Downtown parking made easy and FREE
About the Company
- OneBridge Benefits was founded in 2013 by members of our current leadership team who set out to build better technology and smarter processes to support account‑based health plans.
- Today, we’ve grown into a technology‑enabled benefits administrator serving more than 380,000 participants and managing 4.48 billion dollars in assets.
- Joining OneBridge means becoming part of a group of bright, driven, and collaborative individuals.
- We’ve built an environment where people can contribute to meaningful work, grow their skills, and pursue their individual passions.
- While each team’s day‑to‑day responsibilities vary, you’ll find that we consistently value idea‑sharing, encourage innovation, and enjoy tackling the challenges that come with achieving our mission.
- At OneBridge Benefits we believe that company culture is paramount in creating enriching experiences.
- We are grateful for how our culture has emerged over the past several years, take a glimpse to see if it is a place where you could picture yourself thriving.
- We are dedicated professionals who know and care about each other.
- We are community builders and impact makers who prioritize giving back through involvement with the various charities that are important to our employees.
- Our dress is casual; welcoming of comfort that supports your business activities.
