- – Maintain and update financial records, including accounts payable and receivable.
- – Prepare and process payroll, ensuring compliance with relevant regulations.
- – Reconcile bank statements and assist in the preparation of financial reports.
- – Serve as primary contact for clients, addressing inquiries and resolving issues.
- – Educate clients on benefits plans, coverage details, and claims procedures.
- – Process enrollments and maintain accurate client records for data integrity.
- – Partner with teams to translate business questions into financial insights.
- – Build and maintain financial models for revenue, retention, and performance analysis.
- – Lead monthly forecasting processes and prepare investor-ready financial reports.