Financial Analyst

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

📋 Description

• Conduct analysis of financial and operational data to uncover trends, clarify variances, and offer actionable recommendations.

• Create regular and on-demand reports detailing revenue, receivables, cash flow, and performance of customer programs.

• Design analytical tools and reporting frameworks to aid stakeholders in understanding results and making informed choices.

• Examine billing activities for precision and completeness, resolving any discrepancies that arise.

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

• Monitor outstanding items and collaborate with internal teams to address financial inquiries.

• Assist with month-end closing activities through account reconciliations, accruals, journal entries, and related schedules.

• Support analysis and reconciliations of revenue and deferred revenue.

• Ensure proper documentation and adherence to financial controls and approval workflows.

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

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

• Propose enhancements to data quality, reporting, and the efficiency of financial processes.

⛳️ Requirements

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

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

• Strong analytical capabilities, including the ability to manage large data sets, investigate variances, and articulate findings.

• Proficient in Excel, with advanced skills in pivot tables, lookups, and data analysis.

• Effective communication skills, sound judgment, meticulous attention to detail, and the capacity to juggle multiple priorities.

• Experience in billing, receivables, reconciliations, or month-end reporting is preferred.

• Familiarity with ERP systems, reporting tools, or process improvement methodologies is preferred.

• Knowledge of GAAP and revenue recognition standards is preferred.

• Ability to type at least 35 words per minute with 97% accuracy is preferred.

• Willingness to travel as needed is preferred.

• Successful completion of a background check and, if applicable, a drug screening.

🏝️ Benefits

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

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

• Company matching contributions for Health Savings Account deposits.

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

• Employer-paid Short-Term Disability coverage, with an option to buy 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.

• Nine paid holidays plus two floating holidays.

• Opportunities for career advancement and personal and professional development.

• A challenging and stimulating work environment that encourages innovative ideas.

• An inclusive workplace with a mission-driven culture.

• Engaging work that supports patient care.