Senior Financial Data Analyst - Reconciliation & Controls

Overview

This role is for an experienced financial analyst or auditor with strong financial reconciliation and internal controls experience, along with technical skills in SQL and Excel. The position is responsible for establishing, executing, and maintaining reconciliation, validation, certification, and control processes for finance data consumed from the data warehouse (MDP).

Responsibilities

• Maintain and execute reconciliation and validation procedures for finance data consumed from MDP.
• Partner with Finance stakeholders and appropriate Operations, Internal Controls, Audit, and Technology groups to define:
  • In-scope finance data
  • Authoritative reference sources
  • Validation scope
  • Control frequency
  • Tolerances
  • Evidence requirements
  • Sign-off responsibilities
• Reconcile finance data in MDP to approved authoritative sources and document results.
• Validate balances, record counts, key metrics, and business measures for completeness, accuracy, and timeliness.
• Establish and maintain reconciliation procedures, control schedules, templates, and supporting documentation.
• Identify, investigate, document, and track variances and control exceptions affecting finance data.
• Identify the accountable source or business owner for each in-scope dataset and obtain required owner review, certification, and sign-off.
• Develop and maintain the recurring Finance Data Controls Close Package supporting month-end and year-end close activities.
• Produce finance data readiness assessments, including risks, unresolved exceptions, accepted variances, and impacts to Finance use.
• Maintain evidence supporting control execution, reconciliations, reviews, approvals, and sign-offs.
• Facilitate root-cause analysis of reconciliation variances with accountable business, source-system, and technology owners.
• Maintain a finance data exception register and monitor remediation through resolution or formal risk acceptance.
• Support internal and external audits by providing reconciliation results, certifications, evidence, and control documentation related to finance data in MDP.
• Monitor adherence to control schedules, validation requirements, and close deadlines.
• Develop metrics and trend reporting for control execution, reconciliation outcomes, exception aging, and finance data readiness.
• Identify opportunities to improve efficiency, consistency, and repeatability of finance data controls.
• Perform other job-related duties as requested.

Requirements

• Bachelor’s degree in accounting, finance, economics, business analytics, information systems, computer science, or related field required.
• Equivalent years of relevant work experience may be accepted in lieu of required education.
• Five (5) years of experience in finance, accounting, auditing, financial reporting, internal controls, data analysis, or a related professional role required.
• Experience performing data reconciliations, variance analysis, exception management, and supporting documentation preferred.
• Experience working with large claims, encounter, enrollment, membership, financial, or other operational datasets preferred.
• Managed care or healthcare experience preferred.

Knowledge, Skills, and Abilities

• Strong understanding of reconciliation, variance analysis, evidence retention, and internal control principles.
• Knowledge of Finance reporting and close processes.
• Strong SQL skills required for data validation, reconciliation, analysis, and variance investigation.
• Databricks platform knowledge preferred.
• Advanced proficiency with Microsoft Excel; SAP Analysis for Office knowledge preferred.
• Proficiency with Microsoft Office Suite.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to identify, investigate, document, and explain discrepancies across multiple data sources.
• Ability to create and maintain procedures, control documentation, and audit-ready evidence.
• Ability to manage recurring controls and time-sensitive close deadlines.
• Ability to communicate effectively with all levels of Finance, Operations, Audit, Technology, and management.
• Ability to lead cross-functional discussions and drive issue ownership and resolution.
• Ability to work independently and exercise sound judgment.
• Knowledge of audit support, internal controls, or control testing preferred.
• Familiarity with SAP data, healthcare claims and enrollment data, Databricks, or large-scale analytical environments preferred.
• Detail-oriented.

Preferred Qualifications

• Master’s or other related post-graduate degree preferred.
• Certified Public Accountant (CPA), Certified Management Accountant (CMA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Association for Financial Professionals (AFP) FP&A, or related certification preferred.

Compensation & Benefits

• Compensation range: $94,100.00 - $164,800.00
• Compensation type: Salary
• Bonus potential tied to company and individual performance may be available, in addition to base compensation.
• Comprehensive total rewards package, including well-being benefits.

Working Conditions

• General office environment; may be required to sit or stand for extended periods of time.
• Travel is not typically required.

Equal Opportunity Statement

Equal Opportunity Employer. Dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.

Notes

This job description is not all inclusive, and the employer reserves the right to amend it at any time.