Practice Finance & Operations Manager

🕒 Maio 22

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $78.800 - $145.130 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

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Milliman

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1947

🤝 B2B

⚕️ Seguro de Saúde

💸 Finanças

B2B • Healthcare Insurance • Finance

A Milliman é uma empresa global independente de consultoria atuarial fundada em 1947, que fornece expertise em seguros, saúde, aposentadoria e benefícios aos empregados, gestão de riscos e serviços financeiros relacionados. A empresa combina rigor atuarial, ciência de dados e tecnologia para oferecer consultoria, modelagem, software e soluções de aconselhamento a clientes do setor público e privado, enfrentando desafios como custos de saúde, volatilidade do mercado, risco climático e design de programas. A Milliman opera mundialmente com equipes multidisciplinares incluindo atuários, cientistas de dados, clínicos e engenheiros de software.

Descrição

• Manage client billing, revenue allocation, usage tracking, and related billing administration activities through preparation of transactions and monitoring of operational metrics • Support payment application and collections processes • Support fee schedule administration and pricing-model-based allocations • Maintain revenue-by-client reporting and monthly projections • Support monthly expense tracking, P&L reporting, and financial analysis activities • Maintain financial allocation and recategorization processes • Support commission calculations and financial system entries • Maintain billing systems including client setup, payment structures, and associated reporting components • Assist with financial modeling, forecasting, and operational planning activities • Develop and maintain recurring financial and operational reporting processes • Support KPI tracking and performance monitoring activities • Analyze trends and identify opportunities for improved operational effectiveness • Build and improve Power BI dashboards and reporting tools • Support ad hoc operational and financial analyses • Create reporting that provides visibility into practice performance and resource utilization • Administer operational workflows and support systems including FreshDesk and related tools • Maintain client lists, mailing lists, and usage data reconciliation processes • Coordinate internal documentation, policies, and knowledge repositories • Support operational controls and process consistency across the practice • Support Concur and expense management processes • Respond to staff questions and operational requests related to practice resources and workflows • Provide operational and administrative support across practice functions as needed. • Maintain contract, amendment, invoice, and implementation trackers • Support release note mailings and client communication activities • Support meeting documentation and follow-up activities • Support ticketing and other client management tools • Assist with PowerPoint, Word, Adobe and training material formatting and editing for client-facing documents • Support client related conferences, newsletters, surveys • Introduce and refine processes that improve efficiency, standardization, and collaboration through identifying recurring work and developing scalable solutions - optimizing workflows • Create and maintain documentation, policies and procedures for product group • Leverage AI-enabled tools (e.g., Microsoft Copilot, ChatGPT) to accelerate workflow efficiency and productivity and to improve team effectiveness while ensuring accuracy in results • Serve as operational “glue” across finance, client services, product, development, and leadership teams.

🎯 Requisitos

• Bachelor’s degree in finance, accounting, business, operations, or related field preferred • 5+ years of experience in finance, business operations, accounting, or a related field • Experience supporting a consulting practice or department through budgeting, financial reporting, forecasting, or operational analysis activities • Advanced proficiency in Microsoft Excel required • Experience with Power BI, reporting tools, or financial systems preferred • Experience leveraging AI tools to improve efficiency and workflow effectiveness preferred • Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.

🏖️ Benefícios

• Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners. • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges. • 401(k) Plan – Includes a company matching program and profit-sharing contributions. • Discretionary Bonus Program – Recognizing employee contributions. • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses. • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis. • Holidays – A minimum of 10 paid holidays per year. • Family Building Benefits – Includes adoption and fertility assistance. • Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria. • Life Insurance & AD&D – 100% of premiums covered by Milliman. • Short-Term and Long-Term Disability – Fully paid by Milliman.