Sedgwick

Sr Financial Account Coordinator

Concord, CA Full time

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Sr Financial Account Coordinator

PRIMARY PURPOSE: To analyze and reconcile specific client claims disbursement accounts; to identify items requiring research and resolution; to provide problem resolution to clients, local offices, and other banking staff; and to provide guidance and direction to banking analysts.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

  • Analyzes and reconciles bank statements to transaction registers for specific client.
  • Provides support and problem resolution to clients, local offices, and other banking staff; answers calls for problem resolution.
  • Notifies and mails bank reconciliation to clients and local offices. Reconciles refunds; recovers deposits.
  • Analyzes reports to identify reconciliation issues.
  • Determines and initiates corrective action between banks, clients and local offices.
  • Assists with close-out files on bank reconciliation.
  • Analyzes outstanding check report; identifies outstanding check issues and submits to local office for resolution.
  • Maintains cancelled check storage.

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

  • Performs other duties as assigned.
  • Supports the organization's quality program(s).

QUALIFICATIONS

Education & Licensing
Bachelor's degree from an accredited college or university preferred. Accounting courses completed at an accredited college or university preferred.

Experience
Three (3) years accounting or related business experience or equivalent combination of education and experience required.

Skills & Knowledge

  • Knowledge of accounting procedures
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Analytical and interpretive skills
  • Strong organizational skills
  • Excellent interpersonal skills
  • Ability to work in a team environment
  • Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT
When applicable and appropriate, consideration will be given to reasonable accommodations.

COMPENSATION

As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is (28.86 - 40.41 - 51.95 USD Hourly) A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical: Computer keyboarding, travel as required

Auditory/Visual: Hearing, vision and talking

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.