Financial Data & Ops Analyst

Financial Data & Ops Analyst

Location:

Worcester, MA

Access and Eligibility Services (AES) is responsible for supporting and administering a range of vital state benefit programs, including the State Supplement Program (SSP), Supplemental Nutrition Assistance Program (SNAP), SUN Bucks, and other evolving initiatives, designed to support hundreds of thousands of low‑income and disabled residents across the Commonwealth. For Health Consulting at UMass Chan Medical School provides financial and operational leadership on behalf of our state partners to ensure the effective delivery of these benefits.

Under the general direction of the Accounting Supervisor of AES, the Financial Data and Operations Analyst is responsible for performing complex administrative, financial, and accounting functions across multiple AES programs. This role provides critical support for the accurate preparation and review of monthly and quarterly financial statements, budgets, journal entries, and operational transactions. Additional duties include performing detailed financial data and cost‑benefit analysis to facilitate data‑driven decision‑making for the organization.

The ideal candidate will demonstrate advanced analytical skills, strong attention to detail, sound judgment, agility in responding to new programmatic needs, and a solid foundation in financial analysis and accounting principles. Proven ability to analyze and interpret financial data, monitor transaction flows, and reconcile program accounts is essential. This position requires a high standard for documentation and presentation, including preparing daily and monthly reconciliation packages in a professional, organized, and neat format for internal review and external audit purposes.

The position requires collaborative teamwork, the ability to receive direction from supervisors and managers, self‑direction, time management, and willingness to learn new skills. The Financial Data and Operations Analyst will manage incoming and outgoing phone calls with clients to address questions and provide guidance regarding their payments, process operational transactions with accuracy, and actively collaborate with team members to support the development and implementation of new program areas.

• Demonstrate strong financial analysis and accounting skills throughout all essential functions, ensuring accurate accounting, data integrity, and resolution of issues for AES programs. Work independently to problem‑solve and address routine matters but promptly elevate atypical or complex issues to the supervisor for direction and resolution.
• Prepare daily and monthly financial reconciliation packages by gathering and organizing supporting documentation, performing account analyses, researching and resolving discrepancies, and ensuring that all materials are presented timely in a clear, professional, and neat format suitable for management review, audit and recordkeeping.
• Accurately verify and reconcile daily and monthly payment file transmissions across case tracking systems and bank systems, including identifying and resolving exceptions and reconciling items, processing refund deposits and detecting potential fraud.
• Proactively research discrepancies and create detailed reports of suspected or confirmed fraud for prompt escalation to the supervisor, in accordance with established protocols.
• Analyze, review, and interpret complex financial data sets and budgets to support operational and strategic decisions for AES programs (SSP, SNAP, SUN Bucks and other future programs); demonstrate initiative in investigating variances and recommending solutions.
• Conduct cost‑benefit analyses and deliver recommendations, reports, and presentations to management as needed, applying critical thinking and problem‑solving skills to generate actionable insights.
• Prepare, review, and support monthly and quarterly journal entries ensuring accuracy and resolving any discrepancies identified during the process.
• Research and resolve escalations related to payments, banking information, and client inquiries across multiple programs, utilizing independent judgment and investigative…