The Senior Financial Analyst – ESIS, Inc. Internal Controls & Operational Compliance is a diverse role within the ESIS Division of Chubb and will mainly focus in supporting a variety of areas within both ESIS Finance and the ESIS Operations. As part of the operational compliance responsibilities, this individual will meet with ESIS management, document risks and related controls, develop testing plans, and review key controls for effectiveness. This position is highly visible as the candidate will interact with all levels of ESIS as they conduct internal reviews. This exposure makes it an excellent position for someone who wants to understand multiple aspects of the ESIS’ operations. This role will also support ongoing analysis on client’s financials, including receivables, funding, and a variety of arrangements which are client specific. The role will also support acting as a liaison to the ESIS Field on maintaining ESIS Best Practices and assessing client requirements to ensure we client demands are being met as it relates to billing & funding arrangements. Thus, in short, the candidate will assist in the smooth operation of financial activities.
Job Description:
Conduct compliance assessments by understanding business objectives, structure, policies and procedures, internal controls, and external regulations
Document systems, processes and controls using narratives, flow charts, data flow diagrams, etc.
Completes management audit work papers by documenting audit tests and findings
Identify and recommend business process changes resulting in strengthened internal controls
Collaborate with control owners to implement process changes and track to completion
Understand and communicate the downstream impact on the business of any control deficiencies
Gather/prepare documentation to support unusual activity, trends or occurrences and inform management of the findings. Continue to follow up on issues until completion.
Assist with ongoing reviews & research of client’s financial profiles, including receivables and funding specifics.
Perform analysis and reviews pertaining Large Loss Billings & Fund Request Calculations.
Maintain accurate assessment of receivable support for management review and quarterly Bad Debt provision.
Perform ongoing and/or adhoc reviews to validate system information pertaining to payments, funding, etc.
Preparation and review of manual/internal billing arrangements for monthly close support
Preparation and review of installment-based programs and appropriate revenue recognition for monthly close support
Perform ongoing client reviews to ensure appropriate program set-up’s
Oversight and execution of non-standard reporting and billing for both client and carrier specific requirements.
Be a key member of research projects to drive solutions on projects / initiatives.
Qualifications
Bachelor's degree in Accounting or Finance with a minimum of 3-5 years progressive accounting/finance and/or audit experience
Background in Audit (Internal/External) and Sarbanes Oxley is a plus.
Experience in Microsoft applications (advanced Excel skills preferred), General Ledger systems (PeopleSoft) and database tools (e.g. TM1, Cognos)
Good business acumen, ability to work independently, self-motivated
Strong problem-solving, analytical skills with the ability to exercise sound judgment and make solid recommendations
Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audience.
Strong interpersonal skills, ability to communicate and manage well at all levels of the organization, while building positive relationships.
Extremely detail-oriented with strong organizational and follow-up skills, as well as experienced in handling multiple projects simultaneously.
