Financial Analyst

Overview

This role supports the financial performance of customer programs through data analysis, reporting, billing review, and account reconciliation. The analyst connects information across systems, investigates differences, and clearly explains findings to Finance and operational partners to ensure financial activity is accurate, well supported, and useful for business decisions.

Responsibilities

Financial Analysis & Reporting

• 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 clear analyses and reporting tools to help stakeholders understand results and make informed decisions.

Billing & Account Reconciliation

• Review billing and related activity for accuracy and completeness; investigate discrepancies from source data and resolve them.
• Reconcile balances and transactions across reports, customer records, and the general ledger, maintaining clear support for conclusions.
• Monitor open items and work with internal partners to resolve financial questions in a timely manner.

Month-End & Financial Controls

• Support month-end close through account reconciliations, accruals, journal entries, and supporting schedules.
• Assist with revenue and deferred revenue analysis and reconciliations as needed.
• Maintain reliable documentation and follow established financial controls and approval processes.

Collaboration & Improvement

• Partner with Finance, Client Services, and Operations to understand business activity and its financial impact.
• Interpret relevant contract terms and business processes to support accurate billing and reporting.
• Identify ways to improve data quality, reporting, and the efficiency of financial processes.

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 the 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 the ability to manage multiple priorities.

Preferred Qualifications

• Experience with billing, receivables, reconciliations, or month-end reporting.
• Experience with ERP systems, reporting tools, or process improvement.
• Familiarity with GAAP and revenue recognition principles.

Compensation & Benefits

Full-time employees can expect:

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with the organization contributing toward premium costs
• Additional health support, including telehealth and Employee Assistance Program (EAP) services
• Company match on Health Savings Account contributions
• Free Basic Life and AD&D coverage equal to your 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% you contribute, with immediate vesting
• Paid Time Off (PTO) and Sick Leave
• Nine paid holidays plus two floating holidays

Location

Headquartered in Morrisville, North Carolina and Jeffersonville, Indiana.

Work Environment & Physical Demands

• Regularly required to talk or hear.
• Frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms.
• Preference for candidates who can type at least 35 words per minute with 97% accuracy.
• Very minimal flexibility to travel as needed is preferred.
• Professional office environment using standard office equipment such as computers, phones, and photocopiers.

Additional Information

• Any offer of employment is contingent upon successful completion of a background check and, depending on the position, a drug screen in accordance with company standards.
• This job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position.
• Responsibilities and tasks may be modified at any time, with or without notice.