BPO Finance Coordinator

Job title: BPO Finance Coordinator

Company: Allied Benefit Systems, LLC

Job description: Job Title: BPO Finance Coordinator

Department: BPO Financial Operations

FLSA Status: Non-exempt

Job Status: Full Time

Reports To: BPO Bank Reconciliation Manager

Positions Supervised: N/A

Work Schedule: During normal business hours, Monday-Friday.

Assessments: PI Behavioral and Cognitive assessments


The Finance Coordinator will be responsible for periodic reconciliations for assigned bank accounts, ensuring reconciliations are accurate and on-time. Applicants should possess strong excel and problem-solving skills. The position requires daily interaction with internal team members and assistance to managers with different projects.


· Reconciling assigned bank accounts using banking detail and various system reports.

· Ensuring bank and ledger accounts are accurate and complete.

· Identifying, tracking, and resolving any discrepancies.

· Performing weekly and monthly claim fund report reconciliations.

· Reviewing daily financial transactions.

· Posting financial transactions in accounting system.

· Advancing departmental goals and mission by assisting with special projects and other duties as assigned

· Creating and maintaining guides and in-house process documentation.

· Other duties as assigned.


Communication – Communicates effectively both internally and externally, where applicable. Includes both written and verbal communication.

Dependability – Meets deadlines, works independently, accountable, maintains focus, punctual, and maintains good attendance record.

Initiative – Takes action independently, seeks new opportunities, and strives to see projects to completion.

Interpersonal Skills – Builds strong relationships, is flexible/adaptable, works well with others, and solicits feedback.

Job Knowledge – Understands the facets of job, aware of duties and responsibilities, and keeps job knowledge current.

Organization Skills – Information organized and accessible maintains efficient work space, and manages time well.

Problem Solving – Strives to understand contributing factors, works to resolve complex situations.

Productivity – Manages workload, works efficiently, and meets goals and objectives.

Quality – Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services

Self-Development – Looks for opportunities to increase knowledge, works to increase responsibility, strives to achieve personal goals and/or maintains licenses and other pertinent requirements.

Teamwork – Accountable to team, works to meet established deliverables, appreciates view of team members, and respectful.

Technical Skills – Maintains current understanding of technical process/equipment, uses technology to increase performance/productivity; effectively uses online tools and resources.


Bachelor’s in Accounting, Finance, Business Administration, or related field preferred.


1-2 years of Finance and/or reconciliation experience preferred.


Intermediate level experience with Microsoft Outlook, Word and Excel software applications.

Great Plains or other accounting software experience is a plus (although not required).

Prior funding, claims, or medical stop loss experience is a plus (although not required).


Occasional lifting or bending. Sitting for long periods of time while working on a computer.


Modern office suite in high rise building in downtown Chicago.

Home internet access required while working remotely.

Expected salary: $40000 per year

Location: Chicago, IL

Job date: Thu, 24 Jun 2021 22:21:54 GMT

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