Technical Accounts Analyst
Listed on 2026-07-03
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Business
Financial Analyst, Data Analyst
Technical Accounts Analyst
Department: Program Operations
Employment Type: Permanent - Full Time
Location: Orlando
Compensation: $75,000 - $100,000 / year
DescriptionThis role sits at the intersection of data, program operations, and financial outcomes, with responsibility for the timely and accurate execution of core program data and financial processes. The Technical Accounts Analyst transforms raw, third-party program data into accurate, reliable, and decision-ready outputs. This includes performing detailed data validation, identifying anomalies, and applying judgment to ensure results are complete, accurate, and aligned with contractual terms and expected program performance.
The role operates within cloud-based data environments, supporting data ingestion, validation checks, and automation workflows, and partners across Program Operations, Data, Actuarial, and Finance to continuously improve data quality and operational efficiency.
The Technical Accounts Specialist drives efficiency and effectiveness, helping ensure Accredited Program Management stands out as a leading and reliable market participant. The role is instrumental in defining, documenting, executing, and continuously refining the processes, controls, and oversight required to manage key financial transactions, while meeting critical timelines and service expectations.
Key Responsibilities- Ingest and review raw bordereaux, claims, and premium datasets from Program Administrators and TPAs
- Perform detailed data validation to ensure completeness, accuracy, and reasonableness across multiple sources
- Identify anomalies, inconsistencies, and trends requiring escalation or correction, and apply judgment to assess alignment with program structure, expected performance, and contractual terms
- Prepare and structure data for ingestion into internal systems and cloud-based platforms (e.g., Azure)
- Execute and interpret system validation checks, exception reporting, and data controls within automated workflows
- Utilize SQL, Excel, and other tools to query, reconcile, and troubleshoot datasets
- Partner with Data, Finance, and Actuarial teams to enhance automation, data pipelines, and validation logic
- Produce and validate key reporting outputs, including settlements, cash calls, and program-level financials
- Calculate and manage contingent commissions, sliding scale commissions, and collateral call requirements, ensuring outputs align with contractual terms and program structures
- Analyze outputs for accuracy and reasonableness relative to underlying data and expected program performance
- Support monthly and quarterly close processes, including report production, analysis, and resolution of identified issues
- Review accuracy of rendered accounts, cash calls, premium and loss reserve deposits, Letters of Credit, and Trust balances
- Identify root causes of recurring data issues and drive long-term improvements with internal and external partners
- Collaborate across functions to improve data quality, streamline processes, and strengthen operational controls
Skills:
- Strong data analysis and validation skills, with the ability to assess accuracy and reasonableness of complex datasets
- Experience working with large, imperfect datasets from multiple external sources
- Ability to identify anomalies, investigate root causes, and apply business judgment to resolve issues
- Experience with SQL or similar data querying tools (preferred; required depending on level)
- Familiarity with cloud-based data environments (Azure preferred)
- Advanced proficiency in Microsoft Excel (e.g., xlookup, index/match, nested formulas) and strong working knowledge of Microsoft Office tools
- Understanding of insurance and reinsurance principles preferred
- Property & casualty knowledge a plus
- Industry designations (e.g., ARe, AINS, CPCU) a plus
- Strong communication and collaboration skills across technical and non-technical stakeholders
- Proactive, solutions-oriented mindset with a focus on process improvement and efficiency
- Ability to adapt to changing priorities in a fast-paced, evolving environment
- Reinsurance accounting or insurance program operations experience preferred
- Comfortabl…
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