Jason J.
Senior Financial Operations and Accounting Analyst | Identifying $1.4M+ in Recoveries | Expert in Incentive Compensation Systems, SOX Compliance, and Process Automation | SQL & Advanced Data Analytics
- Role
- Senior Financial Operations Analyst at eHealth, Inc.
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
About Jason J.
Experienced Financial Operations Analyst with a skill-set in the insurance industry. Skilled in Microsoft Excel, Google Sheets, AP Cycle, Financial Reporting, Reconciliation and adept at internal systems. Strong Finance professional earning a Bachelor\'s Degree in Finance from California State University, East Bay.
Experience
Senior Financial Operations Analyst
May 2023 — Present
Financial Reporting & Flux Analysis: Lead monthly variance (flux) analysis to identify and explain significant shifts in partner expenses and incentive payouts, ensuring accuracy in management reporting- Balance Sheet Integrity: Certify account balances and reconcile incentive compensation liabilities as part of the monthly financial close process to ensure compliance with department guidelines- Revenue Recovery: Detected $38K in overpayments and secured full reimbursement while saving an additional $40K annually by auditing and terminating unnecessary commission payments- System & Process Ownership: Created documentation for expense reporting and PO requests, and maintained configurations within the internal Incentive Compensation System (ICS)- SOX & Internal Controls: Lead annual SOX walkthroughs and collaborate with auditors for control testing, delivering test samples and discussing results to maintain AFC (Accounting Finance Control) standards
Education
Sierra College
Associate of Science - AS, Business Administration
California State University - East Bay
Bachelor's degree, Finance, General
Skills
- Business Development
- Hazardous Waste Management
- Environmental Science
- Temporary Staffing
- Temporary Placement
- Sales Process
- Environmental Services
- Business Relationship Management
- Environmental Compliance
- Account Management
- Environmental Awareness
- Staffing Services
- Recruiting
- Waste
- New Business Development
- Water
- Salesforce.com
- Cold Calling
- Remediation
- Sales
- Waste Management
- Creative Problem Solving
- Temp-to-Perm
- Customer Service
- Direct Sales
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