Allied Benefit Systems · 2 hours ago
Senior Bank Reconciliation Analyst
United States
Full-time
Remote
Mid, Senior Level
3+ years expAllied Benefit Systems is seeking a Senior BPO Bank Reconciliation Analyst who will serve as the subject matter expert for reconciliation and treasury tasks. The role involves training staff, conducting complex financial reconciliations, and improving quality metrics while collaborating with various departments.
Health CareInsuranceWellness
Responsibilities
Responsible for individually completing complex reconciliations and assisting other analysts in their day-to-day tasks
Completes reconciliations and analysis using Microsoft Dynamics GP, Microsoft Access, Excel, Power BI, and other tools as needed
Recommends and communicates additional process improvement controls as identified
Work closely with the BPO Bank Reconciliation Manager to create and execute a training plan with team members
Identifies and effectively communicates errors to appropriate departments (AR/AP, Stoploss, Finance, etc) and follows through to ensure errors are corrected in a timely fashion
Assists management with implementing improvement process improvement action plans
Other duties as assigned
Qualification
Required
Bachelor's in accounting, Finance, Business Administration, or related field or equivalent work experience required
3-6 years' experience in a banking, finance or accounting role
Experience using full Microsoft Office suite required
Microsoft Excel skills required
Excellent time management skills with a proven ability to meet deadlines
Ability to function well in a fast-paced and at times stressful environment
Superior organizational skills and attention to detail
Strong verbal and written communication skills
Ability to retain and understand concepts presented via verbal and written communication
Analytical and problem-solving skills with a strong focus on process improvement
Preferred
Microsoft Access experience a plus
Microsoft Dynamic Great Plains experience a plus
Benefits
Medical
Dental
Vision
Life & Disability Insurance
Generous Paid Time Off
Tuition Reimbursement
EAP
Technology Stipend
Company
Allied Benefit Systems
Allied offers insurance products, self-insurance solutions, custom insurance and healthcare solutions to the individuals and organizations.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Stone Point Capital
2021-02-18Private Equity
Leadership Team
D
Dina H. Tank
Senior Vice President of Sales, Western Region
Recent News
2025-06-04
2025-06-03
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