Financial Ops Specialist I

We areCONNECTING HEALTH AND WEALTH.Come be part of remarkable.

How you can make a difference

With direct supervision and detailed instructions, this position provides operations support to client, participants and internal team members through banking / funding functions, fulfillment and purchasing process, managing and analyzing data, managing vendors and by providing overall support to the operations team.

What you'll be doing

Assists with client and members communications; processes returned mail to appropriate work groups, researches and validates client and participant identification, gathers required data for outbound communications, provides preapproved outbound responses to inquiries using standard company templates, and researches appropriate communication modes for each client.
• Supports banking / funding function; builds client accounts in multiple platforms, prepares bank deposits, transaction movement requests and basic banking reconciliations, processes stop payments, voids, reissues ACH returns; balances data, and drafts and updates desktop procedures.
• On an ongoing basis, runs and analyzes data; accurately enters data into one or more company applications / systems, compares data sets for completeness and redundancies, provides data mining services, monitors and verifies file movement, prepares variance reports, tracks Positive Pay / ACH files, and monitors job movement and notifications. In addition, identifies potential issues, investigates data variances and discrepancies, and reports job failures.
• Provides applications support and processing; conducts employer and participant account research by navigating and retrieving information from company applications, extracts and prints standard reports, understands requirements for submitting and reviewing product support queries (PSQ's), generates orders, tracks distribution activity, generates payments, voids and reissues payments and processes reimbursement request, prints check copies, and tracks Return Pass resolutions.
• Assists with vendor management; processes inventory orders, maintains inventory tracking logs, generates internal and external communications, completes expedited shipping actions as directed, and handles relationships with smaller sized vendors1, prepares materials for quarterly business reviews, creates desktop procedures.
• Provides support to team: sorts, documents, files, mails, places orders, provides subject matter expert support and customer relationship management (CRM) support, leads CRM queries.

What you will need to be successful

Some college education related to business finance and/or accounting, required

WORK EXPERIENCE OR RELATED EXPERIENCE:

1-2 years' experience in a finance related field, required

SPECIALIZED KNOWLEDGE, SKILLS & ABILITIES:

Demonstrated ability to adapt to the changing demands of business

Computer application skills MS Office: intermediate reading, writing, and math, and typing skills. Must be able to exhibit basic internet skills.

Exhibit understanding of company product lines, business divisions and their specific product offerings, reimbursement models, specific company applications for each product and internal process flows.

10 key, data matching, balancing and reconciliation skills are preferred.

Ability to critically resolve moderately complex problems, investigate, research and conduct root cause analysis, required

An understanding of some, or all, of the following skills is required:

• Accounting principles: General Ledger, Chart of Accounts, Debits / Credits, etc.
• Transaction processing
• Differences in client and participation obligations
• Understanding of cash applications, transaction processing, and cash flows
• Basic understanding of banking and funding terminology and practices.

#LI-Remote

This is a remote position.

The compensation range describes the typical minimum or maximum base pay range for this position. The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
• Adventure accounts
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education& tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Why work for HealthEquity

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

Come be your authentic self

HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

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