Financial Analyst

HPOne, named CT Magazine?s 2018 Great Places to Work, is looking for a Financial Analyst to join our team.

The Financial Analyst reports to the Manager of Accounting Operations and is responsible for reconciling policies sold by HPOne to ensure that all compensation owed to the company has been received in a timely manner.

Detailed Responsibilities:

  • Run quarterly reports out of the SQL Finance database system to identify Medicare and Ancillary sold policies where HPONE has not received the appropriate commission.

  • Send carriers a weekly compilation of policies for which HPOne has not been paid and follow-up via phone and email.

  • Build and maintain in Excel policy reconciliation trackers and make necessary updates through analysis within the SQL finance database payment history, as well as through carrier updates and portal extracts.

  • Make needed modifications to AgentCubed policy records based on findings.

  • Work closely with the support department to help resolve AOR issues and provide additional documentation requested by carriers related to unpaid policies.

  • Prepare monthly Excel status reports via pivot tables to inform upper management of progress.

  • Analyze carrier contracts vs. payment received to ensure HPOne is receiving accurate commissions. Conduct research to identify trends to report to management

  • Prepare detailed user documentation


  • Bachelor?s degree required

  • 2 + years of related experience preferred

  • Intermediate to advanced proficiency with Microsoft Excel

  • Must be analytical, organized and detail orientated

  • Good time management skills including the ability to identify, prioritize and execute tasks

  • Ability to operate in a fast-paced environment and multi-task

About HPOne:? ? ?

Founded in 2006, HPOne is a leading sales and marketing organization that operates across multiple segments of the Medicare and health insurance marketplaces. Using proprietary technology solutions coupled with deep industry knowledge, the company provides a range of outsourced sales, marketing and contact services for national and regional health plans, operates private exchanges for individual consumers and employer-based group retirees, and manages the largest exclusive Medicare lead generation marketplace in the industry.??HPOne?s core differentiation is its exclusive focus on the health insurance industry, bringing innovative and performance-based solutions that address the most pressing challenges facing clients. With four state-of-the-art contact centers around the country and a management team with an average of over 15 years in the health insurance industry, HPOne provides its clients with the solutions they need to profitably grow and manage their business.??For five consecutive years, HPOne has been named to Deloitte's Technology Fast 500?, a ranking of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America, earning a rank of 357 for 2016.

HPOne is an Equal Opportunity Employer:

HPOne?is an equal opportunity employer, committed to employment equity throughout all levels of the organization.? All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.? We welcome and encourage diversity in the workplace.?HPOne?requires the necessary drug testing and background checks as part of our pre-employment practices.


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