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Financial Analyst

Financial Analyst

CornerStone StaffingFrisco, TX, US
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Financial Analyst

Frisco, TX | Onsite

COMPENSATION & SCHEDULE

  • 75,000 + BOE
  • Monday–Friday, 8 : 30 AM–5 : 00 PM CT (closes at 4 : 00 PM Fridays)
  • W2, Direct Hire

ROLE IMPACT

This role supports the Finance department of a 3rd-party insurance administrator by owning core financial functions including commission reconciliation, vendor remittances, and variance analysis. The ideal candidate is Excel-proficient, detail-obsessed, and thrives in a fast-paced insurance environment. Success in this role ensures accurate payouts, clean audits, and data-driven reporting that informs strategic decisions.

KEY RESPONSIBILITIES

  • Calculate and reconcile weekly / biweekly / monthly vendor remittances (~100)
  • Manage commission setup, scheduling, and reporting for agents and IMOs
  • Perform credit card and merchant transaction reconciliations across CRMs
  • Track chargeback alerts, refund resolutions, and member cancellations
  • Analyze financial variances and assist with reporting to Finance leadership

    • MINIMUM QUALIFICATIONS

  • Bachelor’s degree in Accounting, Finance, or equivalent experience
  • 3–7 years in financial or accounting roles; insurance industry preferred
  • Proven experience with commissions, vendor payments, and reconciliations
  • Exceptional attention to detail; able to self-review for accuracy

    • CORE TOOLS & SYSTEMS

  • Microsoft Excel (VLOOKUP, Pivot Tables, reconciliation formulas)
  • QuickBooks
  • CRM and payment gateway platforms
  • NACHA ACH file uploads

    • PREFERRED SKILLS

  • CPA firm or public accounting background (esp. vendor remittances)
  • Insurance brokerage or 3rd-party insurance finance experience
  • Accounting mindset with strong variance analysis acumen

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