Financial Review Specialist

Position Information
Job Title: Financial Review Specialist
Department: Financial Review Services
Reports To: Financial Review Team Lead / Operations Manager
Location: Onsite – Kingston, Jamaica
Employment Type: Full-Time
Job Summary
The Financial Review Specialist is responsible for reviewing financial documentation submitted in support of Medicaid eligibility applications to ensure completeness, accuracy, and compliance with client requirements. This role requires the ability to analyze financial records, identify discrepancies, document findings, and process cases in accordance with established policies, procedures, service level agreements (SLAs), and HIPAA regulations.
Working within a structured production environment, the Financial Review Specialist will consistently deliver high-quality work while meeting productivity targets and maintaining the highest standards of confidentiality, professionalism, and accuracy. The ideal candidate is analytical, detail-oriented, organized, and committed to delivering exceptional results in a fast-paced environment.
Work Schedule
Schedule: Monday to Friday
Standard Hours: Based on client operational requirements - any shift between 8:00 am CST to 6:00pm CST
Location: Onsite – Kingston, Jamaica
Time Zone: Must be available to work aligned with U.S. business hours
Daylight Savings: Work schedule may adjust to align with U.S. Daylight Saving Time
Flexibility: Required based on client and operational needs
Essential Job Functions
(Listed in order of importance with approximate % of time. Total equals 100%.)
#
Function
% of Time
Financial Document Review & Analysis – Review bank statements, financial statements, tax documents, billing records, income documentation, and supporting financial records submitted for Medicaid eligibility applications. Verify completeness, identify discrepancies, determine missing information, and accurately document findings while ensuring compliance with established client requirements.
40%
Case Documentation & Quality Assurance – Maintain accurate case documentation, record findings, update internal systems, and ensure all reviews meet quality standards, service level agreements (SLAs), HIPAA requirements, and company policies. Escalate cases requiring additional investigation or clarification.
25%
Productivity & Workflow Management – Manage daily case assignments, prioritize workload, meet productivity expectations, maintain accuracy standards, and consistently achieve established turnaround times while balancing quality and efficiency.
15%
Compliance & Confidentiality – Handle sensitive financial and healthcare information with the highest level of confidentiality. Ensure compliance with HIPAA, data privacy regulations, client requirements, and VLBPO policies governing information security and document handling.
10%
Collaboration & Continuous Improvement – Collaborate with Quality Assurance, Operations, and leadership to resolve case issues, participate in training initiatives, provide feedback on process improvements, and contribute to continuous operational excellence.
10%
Total:
100%
Required Qualifications (Knowledge, Skills & Experience)
Education
Associate Degree in Accounting, Finance, Business Administration, Economics, Banking & Finance, Healthcare Administration, or a related field; or
Bachelor's Degree (completed or in progress) in a related discipline.
Final-year university students with strong analytical abilities are encouraged to apply.
Experience
Previous experience in financial document review is preferred but not required for exceptional candidates.
Six (6) months to two (2) years of experience in one or more of the following areas is considered an asset:
Accounting
Finance
Banking
Insurance
Healthcare Administration
Medical Billing
Loan Processing
Mortgage Processing
Financial Document Review
Bookkeeping
Accounts Payable/Receivable
Administrative Support
Technical Skills
Intermediate Microsoft Excel skills.
Proficiency in Microsoft Word and Outlook.
Ability to review and interpret financial documents.
Strong numerical reasoning and analytical abilities.
Excellent written and verbal communication skills.
Ability to manage confidential information with discretion.
Strong organizational and time management skills.
Preferred Qualifications
Experience reviewing financial or eligibility documentation.
Experience working within a healthcare, insurance, banking, financial services, or BPO environment.
Familiarity with Medicaid or healthcare eligibility processes.
Experience working within quality-driven production environments.
Knowledge of HIPAA or data privacy requirements is an asset.
Core Competencies
Attention to Detail
Analytical Thinking
Accuracy
Critical Thinking
Integrity

Employment type
Full-Time

Work arrangement
No