Finance Operations Analyst

The role

You will prepare client reporting packages, process fee payments, and reconcile client trust accounts. You will also help design and automate finance operations workflows using AI tools and technology.

What you will do

• Prepare semi-monthly, monthly, or quarterly client reporting packages
• Process client fee payments and prepare required reconciliation
• Prepare monthly client trust account reconciliations
• Track, research, and resolve exception-based transactions
• Build and improve finance operations workflows and system integrations using AI tools
• Assist in the testing of system changes and new or revised reports
• Address and respond to client requests and ad hoc reporting
• Partner with other departments to get work done

Required qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Business, Data Analytics, or a related field
• Two to three years in an accounting or financial analysis role
• Advanced Microsoft Excel skills
• Curiosity about technology and AI
• Strong attention to detail
• Excellent problem-solving and analytical instincts
• Self-management skills to organize and prioritize tasks
• Effective written communication primarily through email
• Strong verbal communication with clients and internal customers
• Ability to thrive in a fast-paced environment

Nice to have

• Significant exposure to financial reporting and reconciliation processes
• Healthcare experience

Benefits

• Top Medical/Dental/Vision offerings
• FSA/HSA
• Tuition reimbursement
• Competitive salary
• 401(k) with company match
• Additional health and wellness benefits and perks

About the company

Machinify is a healthcare intelligence company that delivers value, transparency, and efficiency to health plan clients. It uses an AI-powered platform to maximize financial outcomes and drive down healthcare costs.