Credit Control and Reconciliations Analyst
Core
Manage a diverse portfolio of client accounts in the Specialty division, ensuring smooth financial operations by investigating unallocated cash, collecting premiums, and reconciling client statements.
Role type
Finance Analyst (Collections & Reconciliations)
Builds
Client financial statements and aged debt reports
Domain
Insurance / Financial Services
Deliverable
dashboards & analysis
Required skills
Purchase ledger management, Cash allocations, Accounts receivables, Root cause analysis, Discrepancy resolution, Microsoft Excel proficiency
Preferred skills
Financial services experience, Insurance industry knowledge
Responsibilities
Investigate unallocated cash and liaise with brokers and clients, Collect premiums and ensure timely payments, Manage high volumes of queries and resolve discrepancies, Perform client statement reconciliations and provide commentary on aged debt reports, Collaborate with internal teams and clients to improve processes and ensure compliance
Seniority
Individual Contributor