• Sr. Specialty Operations Associate

    Insight Global (Chicago, IL)


    Job Description

    As a Sr. Specialty Operations Associate (Accounting Concentration), you will manage the daily financial operations for assigned clients, ensuring accuracy, consistency, and integrity across all accounting processes and records. This role includes overseeing accounts payable/receivable, remittance processing, cash reconciliation, system validations, and variance analysis for clients’ accounts. You will collaborate across teams to manage refunds, address payment discrepancies, data analysis, and support ad-hoc initiatives – balancing strong internal controls with the agility and bswift missions and values.

    Key Responsibilities:

    • Daily Cash Flow Reconciliation & Month-End Close

     

    Analyze data from multiple financial systems, reconcile cash flows with bank statements, and resolve/document variances on a daily basis. Complete the month-end close with close to zero errors by the due date.

     

    • Payment Posting & Client Remittance

     

    Ensure payments are accurately validated and posted promptly. Review remittance reports and initiate client payments with precision.

     

    • Refunds & Outstanding Items

     

    Process both standard and off-cycle refunds. Monitor and track the outstanding checks.

     

    • Bookkeeping & Accounting Reporting

     

    Prepare and document essential accounting reports such as Aging, Roll-forwards, and general ledger summaries.

     

    • Inquiry Management

     

    Respond to internal and external billing/payment inquiries efficiently and accurately.

     

    • Internal Control Oversight

     

    Uphold rigorous controls for every process you own. Develop and contribute to process adherence and audit readiness.

     

    • Collaboration with Client Services

     

    Partner closely with Client Services and cross-functional teams to support clients, share timely updates, and strengthen relationships.

     

    • Continuous Process Improvement

     

    Drive workflow enhancements, streamline procedures, and maintain up-to-date documentation to support operational excellence.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

    Skills and Requirements

    • 3 years in accounting operations, with solid exposure to reconciliations, AR/AP, cash management, remittance, billing, and bookkeeping

     

    o Proficient in GAAP principles; experience with internal controls and audit preparation.

     

    • Advanced proficiency in Microsoft Excel, including V-Lookup and Pivot Tables, with strong data analysis skills (QuickBooks or NetSuite)

    • Experience with internal controls processes

    • Independent learner