by Irma Moore | May 7, 2024 | Uncategorized
Key Role Responsibilities:
- Source high-quality datasets, create basic ETL processes, and organize data in our data warehouse (Snowflake).
- Develop research topics in collaboration with the Content and Membership teams
- Prepare datasets and analyses for use across the business
- Conduct original (quantitative and qualitative) research and develop thought leadership
- Collect and use proprietary data to provide new insights to the industry
- Prepare research, outlines, visualizations, and presentations for use by the VP of Market Intelligence
- Research and write data-driven reports for our members
- Become a thought leader in the industry, and begin presenting analyses on the BiggerPockets media channels as requested by the content team
About You:
- You have at least 2-5 years of experience as a financial/business/data analyst, a career in economics, or a relevant master’s degree
- Capable of managing the entire analytical workflow: sourcing data, ETL, data prep, EDA, visualizations, preparing reports, etc.
- Passion for presenting on media channels and creating content
- An unbiased mindset that seeks objective truth, and examines all sides of a question
- A natural curiosity and desire to uncover new insights
- A passion for, and experience with real estate investing
by Irma Moore | May 7, 2024 | Uncategorized
perform monthly reconciliation of credit card statements and resolve any discrepancies.
• Collaborate with internal departments and external vendors to address payment inquiries and resolve issues in a timely manner.
• Assist in month-end closing activities and provide support for audits as needed.
• Utilize accounting software such as Concur and Great Plains.
• Apply advanced Microsoft Excel skills, including pivot tables and vlookups, for data entry and record-keeping.
• Process customer credit applications and maintain accurate customer credit records in a timely manner.
• Monitor customer credit accounts and take appropriate action to collect delinquent payments.
Requirements
• Must possess at least 1 year of experience as an Accounts Payable Clerk or in a similar role
• Proficiency in using Accounts Payable (AP) systems
• Strong data entry skills
• Experience in invoice processing
• Proficiency in Microsoft Excel including knowledge of Excel formulas
• Prior experience with Concur software for expense management (plus)
by Irma Moore | May 7, 2024 | Uncategorized
Provides support to the Transfer Credit Evaluation Department (TCE) by updating the Transfer Credit Evaluation Database (TED). Duties include data entry, updating existing records, and removing erroneous and outdated data. This is an entry-level, temporary position that reports to a Team Manager within the Evaluation Team of TCE.
Responsibilities:
- Maintains Transfer Equivalency Database (TED) by entering new and updated equivalency/applicability information as well as removing outdated entries
- Verifies entered data by reviewing, correcting, deleting, or reentering data
- Maintains operations by following policies and procedures and reporting needed changes
- Prepares source data for computer entry by compiling and sorting information
Requirements:
- Proven experience as data entry clerk (preferred)
- Fast typing skills and accuracy
- Excellent knowledge of word processing tools and spreadsheets (MS Office Word, Excel etc.)
- Working knowledge of office equipment and computer hardware and peripheral devices
- Good command of English both oral and written and customer service skills
- Great attention to detail
- Working knowledge of office equipment and computer hardware and peripheral devices
Education:
- High school degree or equivalent
by Irma Moore | May 6, 2024 | Uncategorized
1. Financial Reporting and Analysis:
- Prepare monthly, quarterly, and annual financial statements, including cash flow projections, profit/loss, balance sheet statements, etc.
- Analyze financial data, trends, and performance to provide actionable insights.
- Manage expenses in Quickbooks Online, record all financial transactions, post debits and credits, and adjust entries.
- Monitor and pay all company credit cards and compile all receipts.
- Verifying and analyzing financial data using MS Excel
- Provide financial analysis and insights to support decision-making.
2. Budgeting, Forecasting, and Cash Management:
- Develop and manage the annual budgeting process.
- Collaborate with department heads to establish and track budget performance.
- Create financial forecasts to support strategic planning.
- Identify cost-saving opportunities and process improvements.
- Monitor daily cash flow and liquidity, ensuring adequate funds are available.
by Irma Moore | May 6, 2024 | Uncategorized
Responsibilities and Qualifications
Essential functions include but are not limited to:
- Assist with completing the billing process for Strategic and Individual Accounts.
- Reconcile eligibility, premium and billing files monthly to resolve discrepancies to ensure accurate and complete reconciliations
- Communicate and work with external partners and clients regarding discrepancies
- Research payment allocation issues in which the billing table does not match the allocation.
- Serve as support for the Financial Services Department including Cash Posting Specialists and other Analysts.
- Review and report monthly aging balances on accounts as it relates to our dental and vision business.
- Provide status updates of each assigned account and collectability of unpaid premiums.
- Complete Schedule A Form 5500 as requested by groups.
- Provide quality, professional customer service to all internal and external clients.
- Perform other duties as assigned.
The minimum qualifications for the ideal candidate include:
- High School diploma or equivalent (required); Associate degree in related field (preferred).
- Minimum 4 years of banking/accounting experience, data analysis experience.
- Healthcare insurance background is a plus.
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