$60K - 85K a year
Audit and reconcile financial data, post transactions, analyze processes, and support funding-related tasks for Allied clients.
Bachelor’s degree in Accounting, Finance, Business or equivalent experience, 2+ years in financial operations, intermediate Excel skills, and strong analytical and communication abilities.
Position Summary The Financial Analyst is responsible for most financial and accounting related functions for a specific group of Allied clients. A few major responsibilities will include auditing claim funds and premium accounts for individual groups, organizing data to solve problems or for analyzing. When necessary, this position supports and substitutes for other department members, particularly involving Funding related processes. The ideal candidate is a goal-oriented and self-motivated problem solver who maintains the utmost attention to detail. Spreadsheet and relational database model acumen will be critical in this role to navigate through complex technical systems and data analysis. Essential Functions • Audit and reconcile data between discrete sources, often regarding financial information • Understands current systems infrastructure to assist team members, and develops necessary new infrastructure for evolving processes • Posting financial transactions in accounting system. • Identifying, tracking, and resolving any discrepancies. • Performing weekly and monthly claim fund report reconciliations. • Detailed process and data analysis to recommend departmental improvements. • Advancing departmental goals and mission by assisting with special projects and other duties as assigned • Creating and maintaining guides and in-house process documentation. • Other duties as assigned. EDUCATION • Bachelor’s Degree in Accounting, Finance, Business Administration, or relevant work experience required Experience And Skills • 2+ years of Financial Operations (Accounting, Banking, Billing, etc…) or equivalent experience, required. • Health Insurance Industry knowledge a plus • Intermediate or Advanced skill in Excel required • Great Plains or other accounting software experience preferred • Microsoft Access experience is a plus • Prior funding or medical stop loss experience is a plus • Excellent verbal and written communication skills. • Excellent organizational skills and attention to detail. • Excellent time management skills with a proven ability to meet deadlines. • Strong analytical and problem-solving skills. • Ability to prioritize tasks and to delegate them when appropriate. COMPETENCIES • Job Knowledge • Time Management • Accountability • Communication • Initiative • Customer Focus PHYSICAL DEMANDS • This is a standard desk role – long periods of sitting and working on a computer are required. WORK ENVIRONMENT • Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
This job posting was last updated on 10/2/2025