The #1 Site for Finance Jobs - search all Finance jobs.

Financial Analyst

Description

Financial Analyst

Contractor


JOB SUMMARY 
Conducts all Plan to Plan and Coverage Gap Discount functions required to satisfy CMS payment, collection and reporting requirements. Produce month end reports for accounting and actuary to record receipts, payments and accruals as necessary. Monitor A/R and bank transactions, apply cash payments, reconcile monthly and report, facilitate vendor payments, research variances and respond to reconciliation requests from other Plans as appropriate. 

ESSENTIAL FUNCTIONS 
Note: The following is not intended to be an exhaustive list of all duties required of this position 
Key Duties and Responsibilities 
• Conduct all functions required to meet CMS Plan to Plan and Coverage Gap Discount requirements. 
• Processing monthly A/P, making payments within established timelines. 
• Coordinate obtaining W9s & check/ACH payment information from other Plans and coordinating payments with Treasury/AP. 
• Coordinate with management & AP/Treasury to ensure signed paperwork and payments are processed within required timeframes. 
• Send remittances to each Plan. Following up on unidentified and missing payments from other Plans. 
• Process monthly/quarterly reports from CMS. 
• Process monthly A/R. 
• Tracking payments received by monitoring ACH transaction and gathering check payment documents. 
• Post to the Sub-ledger. 
• Maintaining all receipts in the Sub-ledger and reconcile Sub-ledger with CMS’ monthly cumulative reports. 
• Respond to information/research requests received from other Plans. 
• Prepare annual CMS Plan to Plan payment attestation for submission to regulatory. 
• Pull reports from the Subledger to prepare and submit end of month reports to Accounting and Actuary, including cumulative payments by contract, outstanding A/R by Plan, bank reconciliation, and intra-company transaction details. 
• Prepare and send quarterly CGD reports to CMS by required deadline confirming payments received. 
• Month End CGD Reporting to Accounting and Actuary on collections and outstanding A/R. 
• Contribute to special projects and assist other areas as needed. 

MINIMUM QUALIFICATIONS 
A Bachelor's Degree in a related field finance / business Required 

Technology 
Microsoft Excel Intermediate Required 
Microsoft Access Beginner Required 
Statistical Analysis Systems (SAS) Beginner Required 
Microsoft Outlook Beginner Required 

 

Requirements

 

Job Snapshot

Location US-FL-Tampa
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Finance
Apply

Company Overview

The CSI Companies

The CSI Companies and its four divisions provide national staffing solutions by placing top talent in the technology, financial, accounting, healthcare, and other professional industries across the country. The CSI Companies are part of Recruit Global Staffing, active in Asia, Europe, North America and Oceania. Recruit Global Staffing is a leading global HR service provider, part of Recruit Holdings Co., Ltd. To learn more about The CSI Companies, visit thecsicompanies.com. Learn More

Contact Information

US-FL-Tampa
Snapshot
The CSI Companies
Company:
US-FL-Tampa
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Finance
Store Type:

Description

Financial Analyst

Contractor


JOB SUMMARY 
Conducts all Plan to Plan and Coverage Gap Discount functions required to satisfy CMS payment, collection and reporting requirements. Produce month end reports for accounting and actuary to record receipts, payments and accruals as necessary. Monitor A/R and bank transactions, apply cash payments, reconcile monthly and report, facilitate vendor payments, research variances and respond to reconciliation requests from other Plans as appropriate. 

ESSENTIAL FUNCTIONS 
Note: The following is not intended to be an exhaustive list of all duties required of this position 
Key Duties and Responsibilities 
• Conduct all functions required to meet CMS Plan to Plan and Coverage Gap Discount requirements. 
• Processing monthly A/P, making payments within established timelines. 
• Coordinate obtaining W9s & check/ACH payment information from other Plans and coordinating payments with Treasury/AP. 
• Coordinate with management & AP/Treasury to ensure signed paperwork and payments are processed within required timeframes. 
• Send remittances to each Plan. Following up on unidentified and missing payments from other Plans. 
• Process monthly/quarterly reports from CMS. 
• Process monthly A/R. 
• Tracking payments received by monitoring ACH transaction and gathering check payment documents. 
• Post to the Sub-ledger. 
• Maintaining all receipts in the Sub-ledger and reconcile Sub-ledger with CMS’ monthly cumulative reports. 
• Respond to information/research requests received from other Plans. 
• Prepare annual CMS Plan to Plan payment attestation for submission to regulatory. 
• Pull reports from the Subledger to prepare and submit end of month reports to Accounting and Actuary, including cumulative payments by contract, outstanding A/R by Plan, bank reconciliation, and intra-company transaction details. 
• Prepare and send quarterly CGD reports to CMS by required deadline confirming payments received. 
• Month End CGD Reporting to Accounting and Actuary on collections and outstanding A/R. 
• Contribute to special projects and assist other areas as needed. 

MINIMUM QUALIFICATIONS 
A Bachelor's Degree in a related field finance / business Required 

Technology 
Microsoft Excel Intermediate Required 
Microsoft Access Beginner Required 
Statistical Analysis Systems (SAS) Beginner Required 
Microsoft Outlook Beginner Required 

 

Requirements

 
M3p6cx74hfk1v3gdkzk
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Financial Analyst Apply now