The Senior Settlements Analyst will be responsible for the management and accounting of the settlement process for a set of clients, various account reconciliations, and settlement database reporting and process improvement initiatives.  This position will be involved in the development of a modern, streamlined settlement/billing system.

This position requires a detail oriented, hands-on individual, who thrives on data analysis and process improvement.  


Essential Functions:

  • Calculate client settlements, ensuring compliance with contract terms.
  • Develop techniques to identify, extract, and analyze data to support business decisions. 
  • Utilize new and existing software platforms such as Tableau, Jasper, SQL, etc. to assist and support the development of new settlement technology.
  • Identify opportunities to standardize (reporting, settlements process).
  • Analyze and resolve transaction variances during the settlement reconciliation process.
  • Reconcile and validate settlement received against settlement paid out to clients as per contracts.
  • Research and resolve out of balance accounts.
  • Identifies areas for efficiency improvements.
  • Fully document work processes and activities.
  • Prepare weekly Automatic Clearing House (ACH), wire, and check requests.
  • Generate and process A/P, A/R, G/L, and accrual entries on a weekly basis.
  • Prepare daily settlement account reconciliations.
  • Interact with other departments and locations within to ensure functionality of new features, account credits, and refunds.
  • Evaluate cross functional practices in order to streamline efforts, identify redundancies, automate processes and eliminate unnecessary tasks.
  • Optimize workflows and business processes and recommend efficiencies to improve productivity.
  • Special Projects and all other duties as assigned.



  • Minimum 5 years of work experience involving analysis, statistics, and/or strategy.
  • Bachelor’s degree in Accounting, Finance, Business Administration, Statistics, Computer Science, or closely related field.
  • Excellent Excel skills.
  • Strong critical thinking, analytical and problem-solving skills with the ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy.
  • Ability to create, implement, and manage business processes.
  • Proficiency in one or more of the analytic tools (e.g. Tableau, Jasper, etc.).
  • Demonstrate knowledge of data modeling, and/or SQL.
  • Understanding of ETL (Extract, Transform and Load) databases.
  • Demonstrated ability to effectively work and communicate with both technical and business minded professionals.
  • Ability to work both independently and in a team environment.
  • Must be detail oriented.
  • Excellent written and oral communication skills.
  • Self-starter with excellent skills in organization, prioritization, and follow-through.

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