Position Summary

Enterprise Group Planning is seeking an experienced and detail-oriented Senior Accounting & Benefits Administration Analyst to own and manage the financial operations supporting employer-sponsored health benefit plans. This role is responsible for accounting oversight, cash and trust account management, stop-loss reimbursement tracking, and employer funding processes, and serves as a key financial partner to operations and executive leadership.

The ideal candidate brings a strong background in health care or insurance financial operations, understands claims funding and trust accounting, and is comfortable working in a fast-paced, multi-client environment.

Key Responsibilities 

Accounting & Financial Operations

• Own general ledger accounting and month-end close for administrative and plan-related accounts.
• Manage accounts payable and accounts receivable related to claims funding, vendors, and administrative fees.
• Perform and review bank reconciliations for operating and claims trust accounts.
• Ensure accurate financial records in accordance with GAAP and internal controls.

Stop-Loss & Claims Funding Oversight

• Lead stop-loss claims tracking, reimbursement submissions and recovery reconciliations.
• Prepare and manage employer funding requests based on claims activity, cash requirements and reserve targets.
• Analyze claims trends and funding activity to support forecasting and funding accuracy.

Reporting, Analysis & Audit Support

• Produce financial and operational reports for management and employer clients.
• Support audits, regulatory reviews and compliance requirements, including ERISA trust accounting.
• Partner with internal compliance and operations teams to support financial governance.

Cross-Functional & Leadership Support

• Serve as a subject-matter resource for junior staff and cross-functional teams.
• Collaborate closely with implementation, account management, underwriting and claims leadership to support operational needs.
• Identify opportunities to improve financial workflows, controls and reporting processes.

Qualifications & Experience

Required

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5–10+ years of accounting or financial operations experience.
• Strong working knowledge of GAAP and financial controls.
• Demonstrated experience with stop-loss insurance, claims funding processes and trust accounting.
• Advanced Microsoft Excel skills.
• Ability to manage multiple employer clients and competing deadlines independently.

Preferred

• Prior experience in a health care, insurance, or third-party administrator (TPA) environment.
• Direct experience working with self-funded health plans.
• Experience interacting with employers, brokers, carriers and auditors.

Preferred Attributes

• Highly detail-oriented with a strong ownership mindset.
• Analytical and comfortable working with large volumes of financial and claims data.
• Organized and able to prioritize effectively in a multi-client environment.
• Collaborative and professional communicator who partners well with operational and leadership teams.
• Proactive problem-solver with strong follow-through.

Why Join Enterprise Group Planning

Enterprise Group Planning is a privately held, growing health care administrator committed to delivering exceptional service while fostering a collaborative, people-first culture. We offer:

• Competitive compensation
• Comprehensive benefits package
• Remote-friendly work environment
• Supportive, experienced leadership
• Long-term career growth opportunities within a stable health care industry