- Assist with annual budgeting, financial forecasting and monthly variance analysis for specified expense accounts
- Through in depth analysis, this role will identify key spending trends and translate data into actionable insights
- Perform various accounting functions including journal entries, account reconciliations, external provider invoicing and reconciliation, and special projects as directed
- Develop a thorough understanding of the inter-company management fee accounting process and ensure management fees are allocated properly by company, state and line of business
- Continually analyze procedural methodologies to initiate efficiencies
- Applies them to perform work requiring analytical business skills
- Decision Making: Makes decisions using broad management limits
- Applies guidelines and procedures that leave considerable room for discretion and interpretation
- Decisions directly influence project, client relationships and or expenditures
- Additionally, decisions exert some influence on organization's long-range goals and objectives
- Participates in determining objectives of assignments
- Supervision Received: Works independently under general supervision
- Work is reviewed for overall adequacy in meeting objectives
- Leadership: May provide training and guidance to less experienced staff
- Problem Solving /Operations/Direct Work Involvement: Develops solutions to a variety of problems, typically of moderate scope and complexity
- Refers to and interprets policies and practices for guidance
- Client Contacts: Contacts other departments and or external organizations or parties frequently
- Contacts are primarily at or below upper management levels
- Represents organization on specific projects
Communication may involve persuasion, and negotiation
