Financial Operations Representative

Independent Health

Financial Operations Representative responsible for financial operations functions including billing and cash management. Preparing checks and monitoring client accounts.

Posted 7/11/2026part-timeBuffalo • New York • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $24 per hourWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Prepare check writes for self-funded medical, dental and reimbursement account business as assigned, to include review, documentation, verification and reconciliation of disbursement records for both manual (i.e., check) and electronic (EFT) payment processing.
Investigate and analyze system documentation to ensure proper reporting of disbursements on behalf of self-funded clients, as assigned.
Coordinate the corporate accounts payable process including receipt and coding of vendor invoices, preparation of supporting documentation and reporting, communication with parent company Accounts Payable personnel.
Prepare customer invoices for self-funded medical, dental, reimbursement account business as assigned, to include review, documentation, verification and reconciliation of customer billing to accounts receivable collections.
Investigate and analyze system documentation to ensure proper reporting of revenues for the business, as assigned.
Monitor bank transactions for corporate and client bank accounts; performing daily cash reconciliations and coordinating shortages with appropriate channels.
Update, develop and maintain summary reports for self-funded lines of business using system generated reports.
Act as intermediary between functional groups within the finance department and across other departments.
Independently research reporting discrepancies, suggest resolution and recommend process improvement.

Requirements

What you’ll need

High school diploma or GED required
Associates degree in accounting or finance preferred
Two (2) years of experience in a financial operations business environment and familiarity with ERP or other vendor payment platform required
Experience with general ledger systems preferred
Strong proficiency in Microsoft Office, particularly in Word and Excel required
Strong organizational and time management skills
Must be detail oriented.
Ability to communicate effectively, both verbally and in writing, with all internal and external customers in a professional and clear manner.
Ability to make consistent decisions that effectively balance the administration of policy with rational, logical customer centric servicing.
Ability to understand and articulate processes and concepts with accuracy and analytical skills.
Ability to prioritize tasks and meet deadlines in a fast-paced environment with shifting priorities.
Must be self-motivated and adapt easily to change; workloads may peak with certain operations, and associate must be able to adapt as warranted.
Proven examples of displaying Nova’s Core 4: Act with Passion, Work Together, Be Accountable, Build Trust.

Benefits

Comp & perks

full range of benefits
generous paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Payment ProcessingReconciliationGeneral Ledger SystemsAccounts PayableCustomer BillingCash ReconciliationReportingVendor Invoice CodingFinancial DocumentationERP Familiarity

Soft Skills

Organizational SkillsTime ManagementEffective CommunicationDecision MakingAdaptability

Certifications

High School Diploma or GEDAssociates Degree in Accounting or Finance (Preferred)