Senior Associate - Finance Shared Services

About WTW:

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 49,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at https://www.wtwco.com/en-us.

About team:

The Individual Marketplace (IM) team supports people in the U.S. who need to purchase health coverage outside employer-based plans. It provides a seamless experience through Via Benefits, combining digital tools with licensed advisors to guide individuals—active employees, retirees, or those unaffiliated with an employer—through important health‑coverage decisions. IM helps employers offer greater choice, predictable costs, and reduced risk while ensuring individuals receive personalized, confidence‑building support throughout key life transitions.

Summary:

Benefits Accounts Financial Operations Payments Function is seeking a Senior Associate to deliver Payments Tasks as trained and assigned to her/him. She/he needs to complete daily assignments without missing the deadline and meeting the desired quality requirements to improve customer satisfaction and takes initiative to understand new processes. This position will report to the Financial Operations Payments Function Supervisor.

Role:

BA Financial Operations is looking for a competent resource to join its globally distributed team in Payments Function as Senior Associate. The responsibilities of this role fall into the following Task Areas: Account Maintenance, Payment Monitoring & Payment Validation. This position works with Internal Acclaim Application, Bank – Card – Investment Portal, MS Excel & JIRA. Along with various process logs / registers. Effectively interacting with other FinOps Functions and Other teams as required for task delivery.

This position will be responsible for / expected to have the following:

• Performs basic & intermediate Payments processes by following Standard-Operating-Procedures specific to Payments operations in the areas of Account Maintenance, Payment Monitoring & Payment Validation with limited or no supervision. Meets delivery & quality requirement / parameters
• Performs does quality checking. Ready to take additional assignments/challenges, Flexible with Tasks/Assignments and shift alignment.
• Works collaboratively with team members; consults supervisors/Subject Matter Experts when required, provide resolutions as needed. Learns from working with colleagues with different backgrounds and experience
• Shares observations / views / feedback on processes improvements to the seniors and exhibits Process Knowledge by coming up with innovative process improvement suggestions
• Seeks ways to gain in depth process knowledge. Actively participates in the Domain Training Programs, completes it successfully by clearing post training evaluation
• Highlights if any exception / deviation found and works towards a resolution and maintaining process controls
• The candidate should have at least 3 years’ experience in similar industry / processes with US / global clients 
• Must have knowledge and experience with the Acclaim or similar platform system
• Possesses good analytical skills & Accounting knowledge, understanding of financial entries and impacts
• Proficient in MS Excel and MS Word
• Strong sense of urgency, ownership and accountability for completing the assigned task
• Flexible with shift alignment and ready to work as per the plan
• Ability to maintain a positive attitude
• Good written and verbal communication skills needed to work effectively with internal and external customers.
• Ability to collaborate with a team and work well with others
• Prior knowledge and experience using 3^rd party vendor systems (debit cards, banking system etc.) will be a plus
• Prior experience with reimbursement administration accounts (Health Savings Account, Flexible Spending Account, Health Reimbursement Arrangement, Retiree etc.) or other consumer driven health care accounts will be a plus

Requirements:

• The candidate should have at least 2.5 - 4 years’ experience in similar industry / processes with US / global clients 
• Must have knowledge and experience with the Acclaim or similar platform system
• Possesses good analytical skills & Accounting knowledge, understanding of financial entries and impacts
• Proficient in MS Excel and MS Word
• Strong sense of urgency, ownership and accountability for completing the assigned task
• Flexible with shift alignment and ready to work as per the plan
• Ability to maintain a positive attitude
• Good written and verbal communication skills needed to work effectively with internal and external customers.
• Ability to collaborate with a team and work well with others
• Prior knowledge and experience using 3^rd party vendor systems (debit cards, banking system etc.) will be a plus
• Prior experience with reimbursement administration accounts (Health Savings Account, Flexible Spending Account, Health Reimbursement Arrangement, Retiree etc.) or other consumer driven health care accounts will be a plus

Graduation in any commerce stream.
 

Application process:

Stage 1: Application review
Stage 2: Online aptitude test
Stage 3: Live video interview
Stage 4: Live video interview
Stage 5: Offer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [email protected]. 

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