Accounting Operations Processor

Candidate Authenticity Statement

We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

Remote-First with In-Person Training: This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.

POSITION SUMMARY:

The Accounting Operations Processing Specialist supports the Accounting Operations team by assisting in various financial processes and collaborating with the Director of Accounting Operations on projects and process improvements. This role involves hands-on involvement with accounts payable, accounts receivable, and other critical accounting operations.

PRINCIPAL DUTIES & RESPONSIBILITIES: (Core Competencies)

• Accounts Payable and Receivable Support:

Assist with ticketing queues, accounts payable, accounts receivable, and collection processes to ensure financial accuracy and efficiency (Intermediate).

• Bank Lockbox Processing:

Manage bank lockbox processing activities, ensuring timely and accurate application of funds (Intermediate).

• Exception Funding Management:

Handle exception funding processes, identifying discrepancies and ensuring proper resolutions (Intermediate).

• HSA Processing:

Oversee Health Savings Account (H.S.A.) transactions, maintaining compliance with regulations and internal policies (Intermediate).

• COBRA Processing:

Oversee COBRA payments and mail/email, maintaining compliance with regulations and internal policies (Intermediate).

• Stop Payment Entries:

Execute stop payment entries as needed, ensuring proper documentation and communication (Beginner).

• Project Support and Process Improvement:

Collaborate with the Director of Accounting Operations on special projects and contribute to process improvement initiatives (Intermediate).

Requirements

• KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Product Knowledge:
• Solid understanding of core products, including FSA, HRA, COBRA, and H.S.A. (Intermediate).
• • Financial Acumen: Ability to read and comprehend financial ledgers, with a fundamental understanding of banking operations and processes (Intermediate).
• • Technical Proficiency: Proficient in navigating banking websites and using various financial systems (Intermediate).
• • Communication Skills: Comfortable communicating effectively with internal departments and external entities through email, phone, and video (Intermediate).
• • Problem-Solving: Ability to troubleshoot financial discrepancies and work collaboratively to find solutions (Intermediate).
• • Attention to Detail: High attention to detail, ensuring accuracy and consistency in all accounting tasks (Advanced).
• CREDENTIALS & EXPERIENCE: Experience:
• Minimum of 2 years of experience working with a Third-Party Administrator (TPA) is required.
• • Education: Bachelor's degree in Accounting or Finance preferred; minimum of an Associate's degree in a related field is required.