📌 Core Information
🔹 Job Title: Account Analyst
🔹 Company: Connexion Point
🔹 Location: Sandy, UT
🔹 Job Type: Full-time
🔹 Category: Finance & Accounting
🔹 Date Posted: May 20, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: Hybrid (3 office days per week)
🚀 Job Overview
Key aspects of this role include:
- Preparing financial reports and analyzing past performance
- Managing accounts payable and overseeing billing processes
- Supporting month-end close activities and reconciliations
- Collaborating with cross-functional teams and providing additional business unit support
- Assisting in payroll review and incentive ordering processes
ASSUMPTION: This role requires a strong understanding of financial processes and advanced Excel skills. It is ideal for an organized, detail-oriented individual with a background in finance, accounting, or a related field.
📋 Key Responsibilities
✅ Prepare financial reports and analyze past performance to assist the financial and accounting team
✅ Manage accounts payable, ensuring accurate and timely processing of invoices, payments, and vendor reconciliations
✅ Oversee the billing process to ensure accurate and timely invoicing of customers, including proper documentation and adherence to contractual terms
✅ Provide support in the payroll review process by collaborating with HR and finance teams to ensure accuracy, completeness, and compliance with regulatory requirements
✅ Perform monthly bank reconciliations against revenue and other carrier or client payments
✅ Provide additional support, financial insights, and meet with other business units owned by Integrity at the direction of the VP of Finance
✅ Oversee and manage all incentive ordering for employees
✅ Assist in the month-end close process, ensuring timely and accurate completion of all accounting activities, including reconciliations, accruals, and adjustments. Coordinate with cross-functional teams to resolve any outstanding issues and finalize financial results for reporting
✅ Perform other duties as assigned
ASSUMPTION: This role involves a mix of independent work and collaboration with cross-functional teams. Strong communication and organizational skills are essential for success in this position.
🎯 Required Qualifications
Education: Preferred: Bachelor’s Degree, in business, finance, or accounting
Experience: Minimum of 1-year financial experience required; 3+ YRS Preferred
Required Skills:
- Advanced skills in Excel, including pivot tables, x-lookups, macros, etc.
- Data analysis, financial reporting, data modeling, and/or account payable experience
- Strong attention to detail, good problem solving, and advanced analytical skills
- Excellent communication skills, articulate, and professional demeanor
- Motivated team player with strong organizational skills, ability to learn quickly and work on own initiative with a high bias for action and accountability
- Ability to multi-task and prioritize effectively
Preferred Skills:
- Experience with accounting software (e.g., QuickBooks, Sage Intacct)
- Familiarity with SQL or other database management systems
- Knowledge of Generally Accepted Accounting Principles (GAAP)
ASSUMPTION: While a Bachelor’s degree is preferred, relevant work experience may be considered in lieu of formal education. Candidates with a strong foundation in finance and accounting principles are encouraged to apply.
💰 Compensation & Benefits
Salary Range: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k) and 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Working Hours: 8-hour shift, Day shift, Monday to Friday
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in the Sandy, UT area. Actual compensation may vary based on experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Connexion Point is a healthcare services company specializing in tailored, scalable solutions that enhance consumer acquisition, engagement, and retention. They drive measurable, superior outcomes through strong relationships, data-driven strategies, and personalized broker assistance.
Company Size: Connexion Point has 501-1,000 employees, providing a mid-sized company environment with opportunities for growth and collaboration.
Founded: Connexion Point was founded in 2010 and is headquartered in Sandy, Utah.
Company Description:
- Connexion Point empowers consumers to make informed decisions about their healthcare
- The company combines deep Medicare expertise with tailored support services to drive meaningful results
- Connexion Point's approach enables clients to achieve sustainable growth while fostering lasting engagement and loyalty
Company Specialties:
- Healthcare Services
- Multimodal Lifecycle Communications
- Contact Center Communications
- Operations & Data Management Integration
- Business Intelligence Analytics
- Customer Communications
- Retention & Loyalty Programs
- Lead Conversion
- On-Demand Agent Resources
Company Website: ConnexionPoint.com
ASSUMPTION: Connexion Point's focus on consumer engagement and data-driven strategies makes it an attractive employer for individuals interested in the intersection of healthcare and technology.
📊 Role Analysis
Career Level: This role is suitable for an early to mid-career professional with 2-5 years of experience in finance or accounting.
Reporting Structure: The Account Analyst will report directly to the VP of Finance and collaborate with cross-functional teams, including HR and other business units owned by Integrity.
Work Arrangement: This is a hybrid role, with employees working on-site for 3 days per week and remotely for the remaining 2 days.
Growth Opportunities:
- Advancement to senior accountant or financial analyst roles
- Expansion into other business units owned by Integrity
- Development of specialized skills in areas such as data analysis, financial reporting, or accounting systems
ASSUMPTION: This role offers opportunities for career growth and professional development within Connexion Point and its parent company, Integrity.
🌍 Location & Work Environment
Office Type: Connexion Point's office is located in Sandy, UT, and offers a hybrid work environment with a mix of on-site and remote work.
Office Location(s): 9490 South 300 West, Floors 3-4, Sandy, Utah 84070, US
Geographic Context:
- Sandy, UT is located in the Salt Lake City metropolitan area
- The city offers a mix of urban and suburban living, with easy access to outdoor recreation and cultural attractions
- Sandy, UT has a semi-arid climate, with hot summers and cold, snowy winters
Work Schedule: The Account Analyst position follows a standard workweek, with employees working 8-hour shifts from Monday to Friday.
ASSUMPTION: The hybrid work arrangement and convenient office location make this role an attractive option for individuals seeking a balance between on-site collaboration and remote work.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-person or virtual interview with the finance team
- Final interview with the VP of Finance
- Background check and offer extension
Key Assessment Areas:
- Financial acumen and problem-solving skills
- Excel proficiency and data analysis abilities
- Communication and interpersonal skills
- Adaptability and ability to work in a hybrid environment
Application Tips:
- Highlight relevant financial experience and accomplishments in your resume
- Tailor your cover letter to emphasize your fit for the role and Connexion Point's mission
- Prepare for behavioral interview questions that focus on problem-solving, teamwork, and adaptability
ATS Keywords: Accounts Payable, Billing, Invoicing, Payroll, Reconciliations, Financial Reporting, Data Analysis, Excel, Problem Solving, Analytical Skills, Communication Skills, Organizational Skills, Team Player, Multi-tasking, Attention to Detail
ASSUMPTION: Connexion Point uses an Applicant Tracking System (ATS) to manage job applications. Including relevant keywords in your resume and cover letter can help your application stand out and increase the likelihood of being selected for an interview.
🛠️ Tools & Technologies
- Excel (advanced skills required)
- Accounting software (e.g., QuickBooks, Sage Intacct)
- SQL or other database management systems (preferred)
- Google Workspace (Gmail, Google Drive, Google Docs)
- Microsoft Office Suite (Word, PowerPoint)
ASSUMPTION: Familiarity with industry-standard accounting software and tools is essential for success in this role. Candidates with experience using these tools are encouraged to highlight their proficiency in their application materials.
👔 Cultural Fit Considerations
Company Values:
- Integrity: Upholding the highest ethical standards and acting with honesty and transparency
- Accountability: Taking ownership of our actions and their outcomes, and being responsible for our performance
- Collaboration: Working together to achieve common goals and driving success through teamwork
- Innovation: Embracing a culture of continuous improvement and fostering creativity and ingenuity
- Excellence: Striving for the highest standards in all that we do and delivering exceptional results
Work Style:
- Data-driven: Making informed decisions based on data and analytics
- Adaptable: Embracing change and responding effectively to new challenges and opportunities
- Collaborative: Working closely with cross-functional teams to achieve common goals
- Results-oriented: Focusing on delivering tangible outcomes and driving meaningful impact
Self-Assessment Questions:
- Do you have a strong commitment to ethical principles and a track record of acting with integrity?
- Are you comfortable working in a hybrid environment and collaborating with remote team members?
- Do you thrive in a data-driven work environment and enjoy analyzing complex financial information?
ASSUMPTION: Connexion Point values employees who align with their core values and work style. Candidates who can demonstrate a strong fit with these aspects of the company culture are more likely to be successful in the hiring process.
⚠️ Potential Challenges
- Managing a high volume of financial transactions and ensuring accurate processing
- Balancing multiple priorities and meeting tight deadlines
- Adapting to changes in processes and workflows in a dynamic work environment
- Collaborating effectively with remote team members and stakeholders
ASSUMPTION: These challenges are inherent to the role and require a proactive, organized, and adaptable individual to succeed.
📈 Similar Roles Comparison
- Accountant vs. Account Analyst: While both roles involve financial analysis and reporting, the Account Analyst position places a greater emphasis on data-driven decision-making and collaboration with cross-functional teams
- Financial Analyst vs. Account Analyst: These roles share many similarities, but the Account Analyst position is more focused on day-to-day financial management and transaction processing, while the Financial Analyst role involves more strategic and long-term financial planning and analysis
- Career Path: The Account Analyst role can serve as a stepping stone to more senior positions in finance, such as Senior Accountant, Financial Analyst, or even Controller or CFO
ASSUMPTION: Understanding the differences between similar roles and the potential career growth opportunities can help candidates make informed decisions about their career paths and tailor their applications accordingly.
📝 Sample Projects
- Developing and implementing a new accounts payable process to improve efficiency and accuracy
- Analyzing historical financial data to identify trends and make data-driven recommendations for process improvement
- Collaborating with the finance team to prepare and review month-end financial statements and ensure compliance with GAAP
ASSUMPTION: These sample projects illustrate the types of tasks and responsibilities that an Account Analyst might encounter in this role. Candidates are encouraged to highlight their relevant experience and accomplishments in their application materials.
❓ Key Questions to Ask During Interview
- Can you describe a typical day or week in this role?
- How does this role collaborate with other business units owned by Integrity?
- What opportunities are there for professional development and growth within the company?
- How does Connexion Point support work-life balance for its employees?
- What are the biggest challenges facing the finance team, and how can this role help address them?
ASSUMPTION: Asking thoughtful, insightful questions during the interview process can help candidates demonstrate their interest in the role and gain a better understanding of the company culture and work environment.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant financial experience and skills
- Write a cover letter that explains your fit for the role and Connexion Point's mission
- Prepare for behavioral interview questions that focus on problem-solving, teamwork, and adaptability
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
