Financial Analyst / Financial Liaison

Work Arrangement: Remote or Hybrid
Preferred Locations: Memphis, TN or Dublin, OH
Preferred Schedule: CST Hours

Position Overview

This role serves as a financial liaison between internal and external business partners including clients, carriers, IT, client services, and other stakeholders. The position is responsible for supporting financial operations through research, analysis, reconciliation, issue resolution, and relationship management.

The ideal candidate will possess strong analytical abilities, communication skills, and the ability to manage multiple priorities while partnering effectively across departments and external organizations.

Primary Responsibilities

• Serve as a financial liaison for internal and external business partners
• Support stakeholders and management with:
  • Research
  • Financial analysis
  • Issue resolution
  • Reporting
  • General financial inquiries
• Maintain effective relationships with clients, carriers, IT teams, client services, and other partners
• Manage receivable and relationship management activities

Essential Functions

• Maintain and analyze financial accounts and related data to ensure accuracy
• Conduct timely reconciliations and variance analysis
• Perform root cause analysis and research to identify and resolve discrepancies
• Handle incoming requests and communicate status updates and resolutions to stakeholders
• Partner with internal and external teams to resolve financial and operational issues
• Support quality assurance and organizational compliance initiatives
• Perform additional duties as assigned

Required Qualifications

• Bachelor's degree from an accredited college or university preferred
• Minimum of 4 years of accounting or related financial experience
• Equivalent combination of education and experience may be considered
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills, including presentation abilities
• Strong organizational and multitasking skills
• Excellent interpersonal and relationship-building abilities
• Strong negotiation and stakeholder management skills
• Ability to work independently and collaboratively within a team environment
• Ability to manage multiple priorities and meet deadlines

Technical Skills

• Microsoft Office Suite proficiency
• Financial analysis and reconciliation experience
• Data analysis and reporting
• Root cause analysis
• Receivables and account management

Work Environment

Mental Requirements

• Strong conceptual thinking and decision-making abilities
• Excellent judgment and discretion
• Ability to troubleshoot and resolve complex issues
• Ability to handle work-related stress and shifting priorities
• Ability to meet deadlines in a fast-paced environment

Physical Requirements

• Regular computer and keyboard use
• Occasional travel as required

Auditory/Visual Requirements

• Ability to effectively communicate verbally and in writing
• Visual and auditory capability for daily business activities