Sr Disability Finance Analyst

Overview

This role is for a Sr. Disability Finance Analyst (Remote - Anywhere in the U.S.). The position supports financial operations, payment processes, and reporting initiatives within the disability insurance environment.

Responsibilities

• Manage financially-driven vendors (e.g., ADP) and facilitate overpayment recovery arrangements with clients and disability claimants
• Track overpayment collections and apply them to benefit calculations
• Research, correct, and validate financial coding within the disability claim platform; prepare documents and communications related to benefit reconciliation
• Present disability financial aspects of processes during finalist presentations and interface/present during teleconferences directly with clients during W2 season or issue resolution related to the claim’s financial components
• Research and validate client funding reports prior to benefit distribution
• Prepare service fee invoice reports
• Prepare and submit vendor payments according to client requirements
• Recommend and implement improvements to existing technologies and methods, or propose new approaches, to improve the quality and timeliness of technical and customer support
• Deliver quality, timely results aligned with business needs and objectives
• Ensure compliance with federal, state, and local tax matters
• Participate in special projects or perform duties in other areas as requested
• Uphold the organization’s Code of Conduct

Requirements

• Bachelor’s degree and/or 5+ years of related work experience at either a TPA or carrier in the disability industry
• 5+ years of disability payment and financial functions experience
• Demonstrated attention to detail and accuracy
• Demonstrated analytical, technical, organizational, and problem-solving skills
• Strong verbal and written communication skills
• Ability to work well independently and in a team
• Strong computer skills, including Excel
• Demonstrated initiative in mastering new technical areas quickly
• Flexibility to work additional hours as needed
• Experience with general ledger accounting and financial statement reporting
• Experience with online accounting systems
• Securities transactions tax experience
• General knowledge of the disability industry and/or disability tax experience
• Demonstrated ability to exert non-positional leadership of others toward common goals

Preferred Qualifications

• Disability Tax and/or disability industry knowledge preferred

Compensation & Benefits

• Competitive base pay
• Bonus/Incentive pay and other performance-based rewards, if applicable
• Comprehensive benefits package (core benefits*) may include:
  • Medical, Dental and Vision Plans
  • Prescription Drugs
  • HSA, HRA, and FSA Accounts
  • Paid Holidays, Vacation and Sick Leave
  • 401(k) Retirement Plan
  • Tuition Assistance
  • Paid Parental Leave
  • Supplemental Health Benefits
• Other benefits currently available at no cost may include:
  • Enhanced Mental Health Support
  • Virtual Physical Therapy
  • Caregiving Services
  • Life Assistance Program
• Training programs supporting continuous learning and career progression
• Sustainability programs that give back to communities where employees live and work

Location

• Remote - Anywhere in the U.S.

Additional Information

• The organization participates in E-Verify and is an Equal Opportunity Employer (M/F/D/V).