Shared Services Operations Analyst

About the role

Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm. Its Shared Services Operations Analyst supports business operations by analysing, validating, reconciling and reporting data within the EPIC system and across related data sources, ensuring data accuracy and providing insights to business stakeholders.

Key responsibilities

• Analyse data to identify trends, variances and opportunities for operational and financial process improvement.
• Prepare, maintain and distribute recurring and ad hoc reports for business operations, leadership reporting and direct bill and agency bill accounting.
• Perform data validation, reconciliation and quality control of EPIC data against carrier records, commission statements and finance data.
• Reconcile direct bill and agency bill carrier statements, commissions, premiums, fees and taxes, and investigate discrepancies.
• Monitor outstanding items and aging balances, and support accounting and operational close activities.
• Partner with finance, service teams and carriers to resolve reconciliation issues, and support data governance and reporting.
• Maintain documentation of report logic, reconciliation procedures and standard operating procedures.

Required profile

• Bachelor's degree in Accounting, Business Administration, Finance, Operations, Information Systems, Data Analytics or a related field preferred; equivalent education and experience may be considered.
• Minimum of 2 years of experience in insurance operations, reporting, business or data analysis.
• Experience with EPIC, direct bill and agency bill processes, carrier statement reconciliation and commission accounting preferred.
• Hybrid work, minimum 2 days per week at the Philadelphia office.

Required skills

• Proficiency with Microsoft Office, with a strong focus on Excel (formulas, pivot tables, lookups).
• Ability to validate and reconcile data between EPIC, carrier systems and finance data preferred.
• Understanding of insurance accounting principles and reconciliation controls preferred.

What we offer

• Base salary range of $55,000 to $65,000, depending on experience, skills, location, certifications and education.
• Possible eligibility for performance-based incentives.
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance.