Sr Disability Finance Analyst

About the role

📊 Sr. Disability Finance Analyst (Remote - Anywhere in the U.S.) 🇺🇸

🚀 Join our team as a Sr. Disability Finance Analyst! We're looking for a detail-oriented finance professional with disability industry experience to support financial operations, payment processes, and reporting initiatives.

💼 What You'll Bring

✅ 5+ years of experience with a TPA or insurance carrier in the disability industry

✅ 5+ years of disability payment and financial operations experience

✅ Strong analytical, problem-solving, and organizational skills

✅ Advanced Excel and computer skills 💻

✅ Experience with general ledger accounting and financial reporting 📈

✅ Knowledge of online accounting systems and securities transaction tax processes

✅ Excellent written and verbal communication skills 🗣️

✅ Ability to work independently and collaboratively 🤝

✅ Disability tax and/or disability industry knowledge preferred

✅ Proven ability to influence and lead others toward common goals ⭐

🌟 Why Apply?

🚀 Growth and development opportunities

🤝 Collaborative team environment

Apply today and help drive financial excellence in the disability industry! 🎯

Vendor management of financially-driven vendors (ex; ADP) and facilitates overpayment recovery arrangements with client and disability claimants

Tracks overpayment collections and applies to benefit calculations

Researches and corrects financial coding within the disability claim platform and prepares documents, communications benefit reconciliation to clients

Presents disability financial aspects of process during finalist presentations, interfaces or presents during teleconferences directly with clients during W2 season or during issue resolution matter related to financial aspects of the claim block

Researches and validates client funding reports prior to benefit distribution

Prepares service fee invoice reports

Prepares and submits vendors payments according the client requirements

Recommends and implements improvements to existing technologies and methods or proposes new ones, to improve the quality and timeliness of technical and customer support.

Delivers quality & timely results, i.e., technical and customer support, based on company business needs and objectives.

Ensures Broadspire remains in compliance with federal, state and local tax matters

Performs other related duties as required or requested.

Participates in special projects or performs duties in other areas as requested.

Upholds the Crawford Code of Conduct

A Bachelor's degree and/or 5+ years related work experience at either a TPA or Carrier in the disability industry.

5+ years disability payment/financial functions experience

Demonstrated attention to detail and accuracy

Demonstrated analytical, technical, organizational, and problem solving skills

Strong verbal and written communication skills

Ability to work well in a team and independently

Strong computer skills (including Excel)

Demonstrated initiative in mastering new technical areas quickly

Flexibility to work additional hours as needed

Exposure to general ledger accounting and financial statement reporting

Experience with online accounting systems

Securities transactions tax experience

General knowledge of disability industry and/or disability tax experience

Demonstrated ability to exert non-positional leadership of others to common goals

#LI-DV1

Posting text as published by Crawford Job Listings.

The evidence behind this listing

Workplace

Remote Employer field

Seniority

Not established

Employment type

Not established

Location as listed

United States

Pay and work authorization

Stated pay

Not stated

Visa sponsorship

Not stated

Security clearance

Not established

Citizenship

Not established