Overview
This role involves supporting the manager in billing optimization, fee agreement compliance, revenue recognition, financial controls, and data integrity. The position ensures accurate payment processing, documentation, and reconciliations, while assisting with compliance and training initiatives across Accounting, Operations, and IT.
Responsibilities
- Assist with billing processes including installments, direct bill, agency bill, and multi-year billing structures.
- Support revenue recognition compliance by preparing documentation, reconciliations, and data checks to meet ASC 606 standards.
- Provide compliance support through fee agreement tracking, premium finance monitoring, BSA filing coordination, and audit documentation.
- Assist with financial control testing, evidence file maintenance, and remediation activities.
- Reconcile data across Epic and reporting systems; support data validation and integrity checks.
- Update training materials, standard operating procedures (SOPs), and coordinate cross-functional training sessions.
Requirements
- Bachelor's Degree in Finance, Accounting, Business Administration, or a related field.
- Two or more years of experience in financial operations, accounting, or compliance support.
- Proficiency in reporting tools such as Excel and Power BI.
- Strong organizational skills and attention to detail with the ability to manage recurring compliance tasks.
- Strong communication and cross-functional collaboration skills.
- Knowledge of financial data analysis and visualization tools.
- Good problem-solving and time management skills.
Preferred Qualifications
- Experience with Applied Epic and/or Hyperion is a plus but not required.
Compensation & Benefits
The employer offers a comprehensive and competitive financial package along with high-quality employee programs designed to meet current and future needs.
Location
Information about the location is not specified in the job description.