Financial Analyst

Job Description:

• Analyze financial and operational data to identify trends, explain variances, and provide practical recommendations
• Prepare recurring and ad hoc reports on revenue, receivables, cash activity, and customer program performance
• Develop analyses and reporting tools to help stakeholders understand results and make informed decisions
• Review billing activity for accuracy and completeness and investigate discrepancies through resolution
• Reconcile balances and transactions across reports, customer records, and the general ledger
• Monitor open items and work with internal partners to resolve financial questions
• Support month-end close through account reconciliations, accruals, journal entries, and supporting schedules
• Assist with revenue and deferred revenue analysis and reconciliations
• Maintain documentation and follow financial controls and approval processes
• Partner with Finance, Client Services, and Operations to understand business activity and financial impact
• Interpret contract terms and business processes to support accurate billing and reporting
• Identify improvements to data quality, reporting, and financial process efficiency

Requirements:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience
• At least 3 years of experience in financial analysis, financial operations, or a related finance role
• Strong analytical skills, including ability to work with large datasets, investigate differences, and explain findings
• Advanced Excel skills, including pivot tables, lookups, and data analysis
• Clear communication, sound judgment, attention to detail, and ability to manage multiple priorities
• Preferred: experience with billing, receivables, reconciliations, or month-end reporting
• Preferred: experience with ERP systems, reporting tools, or process improvement
• Preferred: familiarity with GAAP and revenue recognition principles
• Prefer candidates who can type at least 35 words per minute with 97% accuracy
• Flexibility to travel as needed is preferred

Benefits:

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs
• Telehealth and Employee Assistance Program (EAP) services
• Company match on Health Savings Account contributions
• Free Basic Life and AD&D coverage equal to annual earnings, with a minimum of $50,000 and a maximum of $300,000
• Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability
• 401(k) Retirement Savings Plan with 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 advancement and personal and professional growth
• Challenging, stimulating work environment that encourages new ideas
• Inclusive workplace and mission-driven culture
• Background check and, depending on the position, drug screen as conditions of employment