Job Title: Financial Analyst Location: Mason, OH (Hybrid: Hybrid Office day every Tuesday and Third Thursday of Month) About Vertex Vertex is a U.S.-based consulting leader with 25 years of experience delivering technical and business solutions to Fortune 50 companies and organizations of all sizes. Every day, we inspire, innovate, and implement solutions that solve complex business challenges. About Our Client We’re proud to partner with a global eyewear leader, renowned for its iconic brands, innovative designs, and commitment to excellence in fashion and optical solutions. ✅ Key Requirements College degree or equivalent work experience. 2+ years of experience in Finance, Accounting or related field. Strong analytical and problem-solving skills. Advanced knowledge of Microsoft Word and Excel. Ability to work in both team and individual environments. Strong customer service and communication skills, both oral and written. Understand and adheres to a high level of confidentiality and integrity. Ability to quickly grasp and retain information and concepts. Ability to multitask and prioritize handling of issues. Ability to identify problems and take initiative to recommend solutions to Manager and implement changes. Experience in customer service or insurance related role/processes. Position Responsibilities Interfaces daily with internal and external clients (via phone, email, etc.) to research and resolve/escalate issues accurately and in a timely manner. Ensures upward and downward communication to keep management and associates properly informed. Analyses complicated data to identify trends, makes forecasts, and provides recommendations/solutions that facilitate cash application of outstanding balances. Analyses open receivable trends, including payment frequency and root cause analysis (i.e. denials, over/short payments, etc.). Manages and prioritizes the cash application process for high-risk customers. Identifies and recommends system/process modifications necessary to improve efficiency and effectiveness. Ensure accurate financial records of client’s accounts. Provide reporting to Account Managers, clients, broker, TPA and/or auditors upon request. Works with key internal and external stakeholders to thoroughly understand issues that arise with high risk, complex clients for small to large-size clients. Why Apply? Join a recognized industry leader through Vertex’s established client partnership Enjoy hybrid work flexibility after the first week Secure a long-term temporary role through the end of 2025 Apply Today!
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