Senior Financial Data Analyst - Reconciliation & Controls

Overview

This role involves establishing, executing, and maintaining reconciliation, validation, certification, and control processes for finance data consumed from a data warehouse (MDP). The work ensures finance data reconciles to approved authoritative sources, required control activities are executed and documented, variances are investigated and tracked, and supporting evidence is maintained for Finance reporting, close activities, audit readiness, and analytical decision-making.

Responsibilities

• Maintain and execute reconciliation and validation procedures for finance data consumed from MDP.
• Partner with Finance stakeholders and collaborate with Operations, Internal Controls, Audit, and Technology partners to define in-scope finance data, authoritative reference sources, validation scope, control frequency, tolerances, evidence requirements, and 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 identifying 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.

Preferred Qualifications

• Master’s or other related post-graduate degree preferred.
• Experience with audit support, internal controls, or control testing preferred.
• Familiarity with SAP data, healthcare claims and enrollment data, Databricks, or large-scale analytical environments preferred.
• Advanced proficiency with Microsoft Excel; SAP Analysis for Office knowledge preferred.
• Databricks platform knowledge preferred.
• Certifications 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.

Knowledge, Skills, and Competencies

• 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.
• 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.
• Detail-oriented.
• Proficiency with Microsoft Office Suite.

Compensation & Benefits

• $94,100.00 - $164,800.00 (salary range)
• Additional base compensation may include a bonus tied to company and individual performance.
• Company offers a substantial and comprehensive total rewards package.

Working Conditions

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