Overview
This full-time remote role supports staffing, recruiting, business development, marketing, client service, and project coordination by maintaining accurate financial and related records. Responsibilities include reviewing financial/billing/account/claims/transaction information and ensuring appropriate documentation, reporting, and follow-up.
Responsibilities
- Review and maintain financial analyst records connected with staffing, recruiting, business development, marketing, client service, and project coordination.
- Process or verify assigned transactions, invoices, account details, claims, or supporting documentation.
- Investigate routine discrepancies and document approved corrections or follow-up.
- Prepare status summaries, reconciliation notes, or recurring reports as required.
- Communicate professionally when additional customer, vendor, employee, or internal information is needed.
- Protect sensitive information and follow documentation and access procedures.
Requirements
- Strong numerical accuracy and attention to detail.
- Comfort using spreadsheets and finance, billing, claims, or record-management systems.
- Ability to identify discrepancies and maintain complete supporting documentation.
- Professional communication with customers, vendors, or internal teams.
- Reliable internet access and a secure remote workspace.
- A pre-employment background check is required.
Preferred Qualifications
- Financial Analysis, Budgeting, Forecasting, Variance Analysis
- Microsoft Excel, Financial Reporting, Financial Modeling
- Data Analysis, Revenue Analysis, Cost Analysis
- KPI Reporting, Accounting Fundamentals, Reconciliation, Trend Analysis
- Business Planning, Data Validation, Documentation, Stakeholder Communication
- Confidentiality, Attention to Detail
Compensation & Benefits
- Base salary: $106,000 - $116,000 per year
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