Financial Analyst

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Examine financial and operational data to detect trends, clarify variances, and offer actionable recommendations.

• Generate regular and on-demand reports concerning revenue, receivables, cash flow, and customer program performance.

• Create analytical tools and reporting systems to aid stakeholders in comprehending results and making informed choices.

• Ensure accuracy and completeness in billing activities and investigate discrepancies until resolved.

• Reconcile balances and transactions across various reports, customer records, and the general ledger.

• Track open items and collaborate with internal partners to address financial inquiries.

• Assist with month-end closing activities, including account reconciliations, accruals, journal entries, and supporting documentation.

• Aid in the analysis and reconciliation of revenue and deferred revenue.

• Maintain documentation while adhering to financial controls and approval protocols.

• Collaborate with Finance, Client Services, and Operations to grasp business activities and their financial implications.

• Interpret contract terms and business processes to facilitate accurate billing and reporting.

• Recognize opportunities for enhancing data quality, reporting, and efficiency in financial processes.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline, or equivalent relevant experience.

• A minimum of 3 years of experience in financial analysis, financial operations, or a related finance position.

• Strong analytical abilities, including proficiency in handling large datasets, probing discrepancies, and articulating findings.

• Proficient in advanced Excel functions, including pivot tables, lookups, and data analysis techniques.

• Exceptional communication skills, sound judgment, meticulous attention to detail, and capability to juggle multiple priorities.

• Preferred: background in billing, receivables, reconciliations, or month-end reporting.

• Preferred: experience with ERP systems, reporting tools, or process enhancement.

• Preferred: knowledge of GAAP and revenue recognition principles.

• Preference for candidates who can type a minimum of 35 words per minute with an accuracy of 97%.

• Willingness to travel as required is preferred.

🏝️ Benefits

• Medical, dental, and vision insurance options, including HSA- and FSA-eligible plans, with Valeris contributing towards premium costs.

• Access to Telehealth and Employee Assistance Program (EAP) services.

• Company matching contributions for Health Savings Accounts.

• Complimentary Basic Life and AD&D coverage equivalent to annual earnings, with a minimum of $50,000 and a maximum of $300,000.

• Company-sponsored Short-Term Disability coverage, with an option to purchase Long-Term Disability insurance.

• 401(k) Retirement Savings Plan featuring a 100% match on the first 5% contributed, with immediate vesting.

• Paid Time Off (PTO) and Sick Leave provisions.

• Nine paid holidays plus two floating holidays.

• Opportunities for career advancement and both personal and professional development.

• A challenging and stimulating work environment that fosters innovation.

• An inclusive workplace with a mission-driven culture.

• Background checks and, depending on the role, drug screening as a condition of employment.