Sr Financial Analyst

Mason, Ohio Finance Posted May 31, 2023
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Title: Sr Financial Analyst 
Location: Mason, OH (hybrid)
Company: Vision benefits company

Salary: $60,000 – $65,000
*Salary is commensurate with experience and is an estimated range provided by JBC



The Analyst- Finance supports the finance operations functions for high risk, complex clients completes complicated analysis & reporting and provides guidance and direction for financial management. The Analyst provides support to Account Managers for small to large-size clients. Ensures client requests are researched and follow up is completed in a timely manner.



  • Interfaces daily with internal and external clients (via phone, email, etc.) to research and resolve/escalate issues accurately and in a timely manner. Ensures upward and downward communication to keep management and associates properly informed.
  • Analyzes complicated data to identify trends, makes forecasts and provides recommendations/solutions that facilitate cash application of outstanding balances.
  • Analyzes open receivable trends, including payment frequency and root cause analysis (i.e. denials, over/short payments, etc.).
  • Manages and prioritizes the cash application process for high risk customers
  • Identifies and recommends system/process modifications necessary to improve efficiency and effectiveness.
  • Ensure accurate financial records of client’s accounts. Provide reporting to Account Managers, clients, broker, TPA and/or auditors upon request.
  • Works with key internal and external stakeholders to thoroughly understand issues that arise with high risk, complex clients for small to large-size clients


  • College degree or equivalent work experience
  • 3-5+ years of experience in Finance, Accounting or related field
  • Strong analytical and problem-solving skills
  • Advanced knowledge of Microsoft Word and Excel
  • Ability to work in both team and individual environments
  • Strong customer service and communication skills, both oral and written
  • Understand and adheres to a high level of confidentiality and integrity
  • Ability to quickly grasp and retain information and concepts
  • Ability to multitask and prioritize handling of issues
  • Ability to identify problems and take initiative to recommend solutions to Manager and implement changes
  • Experience in customer service or insurance related role/processes



  • Self-starter, sense of urgency, works well under pressure
  • Knowledge of vision and /or insurance benefits
  • Understands third party benefits and administration
  • Ability to promote integrity and a strong work ethic
  • Knowledgeable in continuous improvement methods
  • Knowledge and experience in SAP
  • Previous Facets experience and knowledge


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