EOI Finance Staff - Remote (EST)

The initial primary purpose of the EOI Finance Staff role is to ensure timely and accurate cash posting from commission statements by reviewing OneDigital Cash Posting teamwork and identifying and executing on improvements that drive accuracy. A longer-term objective of this role is to enable up to date reporting on revenue to EOI field and leadership 

Essential Duties and Responsibilities:  

• Upload Carrier Statements for access by Cash Posting Team, timely and accurately 

• Oversee accuracy of cash posting output from cash posting team, measure cash posting against expected receipts 

• Identify trends or common data issues driving cash posting inaccuracies, working with cash posting team and carrier contacts to improve statement reading 

• Maintain mapping of case names across Carrier Statements, Oracle database, and Cash Posting ledger / CRM (OneDigital’s Microsoft 365) 

• Administer Third Party payments to broker partners in a timely manner, with adequate support for cash basis from underlying systems 

• Develop Oracle reporting requirements that enable job-level P&L, working with technical resources to merge revenue data source(s) with expense sources 

 
Qualifications, Skills and Requirements:  

• Ability to work with large data sets, merging data across multiple technologies 

• Demonstrated business acumen 

• Strong mathematical, analytical, organizational and interpersonal skills; 

• Strong verbal and written communication skills; 

• Ability to maintain confidentiality; 

• Ability to thrive in a fast-paced environment; 

• Self-motivated to learn new concepts and participate in new projects 

 
Education, Training and Experience:  

• Bachelor’s degree in Data Management, Mathematics, or Business (Accounting, Finance, Management Information Systems), or other related area(s); 

• Three+ years of experience in a similar financial position; 

• Advanced Microsoft Excel knowledge 

• Experience with insurance operations strongly preferred 

• Familiarity with generally accepted accounting principles (GAAP). 

• Must be detail-oriented, accurate and able to prioritize and complete tasks within a given time frame