Sr. Disability Finance Analyst (Remote - Anywhere in the U.S.)
Join our team as a Sr. Disability Finance Analyst! We're looking for a detail-oriented finance professional with disability industry experience to support financial operations, payment processes, and reporting initiatives.
What You'll Bring
✅ 5+ years of experience with a TPA or insurance carrier in the disability industry ✅ 5+ years of disability payment and financial operations experience ✅ Strong analytical, problem-solving, and organizational skills ✅ Advanced Excel and computer skills ✅ Experience with general ledger accounting and financial reporting ✅ Knowledge of online accounting systems and securities transaction tax processes ✅ Excellent written and verbal communication skills ️ ✅ Ability to work independently and collaboratively ✅ Disability tax and/or disability industry knowledge preferred ✅ Proven ability to influence and lead others toward common goals ⭐
Why Apply?
Growth and development opportunities Collaborative team environment
Apply today and help drive financial excellence in the disability industry!
A Bachelor's degree and/or 5+ years related work experience at either a TPA or Carrier in the disability industry.
5+ years disability payment/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 in a team and independently
Strong computer skills (including Excel)
Demonstrated initiative in mastering new technical areas quickly
Flexibility to work additional hours as needed
Exposure to general ledger accounting and financial statement reporting
Experience with online accounting systems
Securities transactions tax experience
General knowledge of disability industry and/or disability tax experience
Demonstrated ability to exert non-positional leadership of others to common goals
#LI-DV1
Vendor management of financially-driven vendors (ex; ADP) and facilitates overpayment recovery arrangements with client and disability claimants
Tracks overpayment collections and applies to benefit calculations
Researches and corrects financial coding within the disability claim platform and prepares documents, communications benefit reconciliation to clients
Presents disability financial aspects of process during finalist presentations, interfaces or presents during teleconferences directly with clients during W2 season or during issue resolution matter related to financial aspects of the claim block
Researches and validates client funding reports prior to benefit distribution
Prepares service fee invoice reports
Prepares and submits vendors payments according the client requirements
Recommends and implements improvements to existing technologies and methods or proposes new ones, to improve the quality and timeliness of technical and customer support.
Delivers quality & timely results, i.e., technical and customer support, based on company business needs and objectives.
Ensures Broadspire remains in compliance with federal, state and local tax matters
Performs other related duties as required or requested.
Participates in special projects or performs duties in other areas as requested.