Senior Reconciliation Application Analyst

Employment Type: Full time

Position Overview

Pan-American Life Insurance Group (PALIG) is seeking a Senior Reconciliation Application Analyst to support the Corporate Finance department. This role will primarily focus on assisting in the planning and implementation of reconciliation processes within the Account Reconciliation software, Cadency. The analyst will be involved in the design and development of Cadency solutions to meet business needs and align with Finance objectives, working closely with the Director of Account Control and collaborating with multiple Finance departments. This position will also support updates to the Cadency software in conjunction with the Corporate Finance Team's new ERP software implementation. This is a dynamic opportunity with room for growth, involving collaboration with several departments and eventually other countries.

Location Type: Potential remote opportunity, with a preference for candidates located near office locations: New Orleans, LA, Richardson, TX, Oak Brook, IL, or Coral Gables, FL for a hybrid work arrangement.

Essential Functions

Cadency Application Support

• Analysis & Design:
  • Analyze business needs and develop solutions for new implementations in Cadency.
  • Assist in creating/automating sources and designing imports.
  • Build and maintain databases, workflows, processes, and templates.
  • Translate business requirements into technical specifications.
• Process Improvement:
  • Collaborate with finance teams to evaluate and understand current processes.
  • Gather requirements and define new solutions to ensure successful implementation.
  • Assist with design, change management, testing, and validation of new processes required for ERP upgrades.
  • Document processes, change management, issues, and resolutions to ensure ongoing performance and scalability.
  • Identify opportunities to streamline processes, improve efficiency, and enhance Cadency usage.
• Project Management:
  • Collaborate with departments to plan and prioritize Cadency implementation.
  • Assist Project Management teams with managing timelines, tasks, and updates.
• New Features & Upgrades:
  • Stay informed on the latest advancements and features in Cadency, incorporating them where appropriate.
  • Assist with changes and documentation related to software upgrades and new features.
  • Work with software providers and develop relationships to enhance Cadency usage.

Key Requirements

• Bachelor’s degree in Accounting or Finance. An additional 4 years of relevant experience may be substituted in lieu of a degree.
• Minimum of 5 years of experience in accounting, finance, information systems, and technology.
• 2+ years working in Cadency or other reconciliation software.
• CPA preferred.
• Knowledge of Cadency (or other reconciliation software) or a Cadency Certification is a plus.
• Strong technical skills, with the ability to grasp new software quickly.
• Strong understanding of financial principles and accounting practices.
• Strong working knowledge of MS Office Suite, particularly Excel, Access, and Power BI.

Knowledge, Skills & Abilities

• Problem-solving and analytical skills, with the ability to identify creative solutions and resolve complex technical challenges.
• Curiosity about software and processes, with a desire to learn and develop new ideas and skills.
• Excellent written and verbal communication skills.
• Bi-lingual Spanish/English skills are preferred.
• Knowledge of Workday Finance software is a plus.

Pan-American Life Insurance Group Offers

• Comprehensive Compensation Packages (base & bonus).
• Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement, etc. New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.

Who We Are

Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.