Engle Martin & Associates

Senior Treasury Analyst

US-GA-Atlanta
ID
2017-2375
Category
Accounting/Finance

Overview

Engle Martin is a leading national independent loss adjusting and claims management provider. We provide a comprehensive line of service offerings including commercial property, casualty, inland marine/cargo, heavy equipment and large loss adjusting, as well as TPA/claims management and subrogation. 

 

We are an Equal Opportunity Employer offering competitive pay and benefits and an environment where teamwork, ongoing professional development, continuous improvement, and exceptional service are valued and rewarded.

 

Engle Martin & Associates is seeking a Senior Finance Specialist.  The Senior Finance Specialist supports the Finance Team Manager in specific finance and accounting functions that support the TPA business goals and objectives of EMCAS (Engle Martin Claims Administrative Services).  Working in a fast-paced environment, the incumbent interacts and collaborates with EMCAS operations and staff to assure the provision of excellent client services. 

Responsibilities

  • On a daily basis, ensures that cash wires and deposits are appropriately recorded in Riskmaster. Works with EMCAS Account Managers to ensure proper allocation based on client directive. Facilitates cash movement between trust fund bank accounts. Assigns and completes cash transfers as directed by EMCAS Account Managers.
  • Performs treasury audit of backup documentation to ensure accuracy of client requests being applied simultaneously. Moves cash between accounts, reviews wire requests information and prepares backup documentation for wires.
  • Maintains positive daily balances in Wells Fargo trust accounts.
  • Makes daily decisions and responds to questions regarding appropriate accounting treatment of transactions.
  • Develops, implements, assesses, and modifies system controls to ensure data integrity, as necessary. Serves as project manager and/or works closely with others to implement Accounting systems and upgrades.
  • Develops, implements, assesses, and modifies as necessary operational procedures and documentation of data flow; participates actively in formulating policies and practices for the department. Proactively assesses paper trail to protect client assets.
  • Creates check stock.
  • Leads the team in completing the monthly bank account reconciliations. Helps to complete more complex issues. Facilitates assignments in preparation for Manager review.
  • Provides information to EMCAS Account Mangers that ultimately effect the cash balances in RiskMaster. Ensures that cash is not overstated or understated based on cash balances with the bank. Compares cash balances to company check book. Investigates and performs any necessary reconciliations if discrepancies are found.
  • Assumes responsibility for the trust accounting reconciliation process and the roll-up of correct balances to Riskmaster.
  • Participates in cross-training with other team members as necessary or helpful; participates in special projects as assigned or approved.
  • Maintains the confidentiality of proprietary and sensitive information, exercising sound judgment and discretion in any disclosure of information related to EMCAS, EMA and its endeavors.

Qualifications

  • Accounting and Finance experience in the insurance industry preferred
  • Comprehensive accounting skills, with a minimum of a bachelor’s degree or related experience
  • Proficiency in Microsoft Office Suite, Riskmaster and MAS preferred
  • Skills in analysis, interpretation, and report design and execution
  • Ability to work in a fast-paced, deadline-oriented environment
  • Excellent customer service skills
  • Sound judgment and decision-making skills; strong written and oral communication skills; project management, organization, and time management skills; attention to detail and accuracy; basic leadership skills and demonstrated ability to function as a collaborative team leader and team member
  • Skilled in use of internet for business research purposes

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