Financial Analyst

$80,000 - $95,000/Yr

The Judge Group - Charlotte, NC

Full-time

Charlotte, NC

Administrative and Support Services

About the position

Our client is currently seeking a Financial Analyst who will be responsible for carrying out and overseeing functions related to financial analysis and cash reconcilement. This role serves as a point of contact for the maintenance and continuing development of the treasury software and related systems, including overseeing some aspects of these software systems. The Financial Analyst will interact with key Financial Administration and Patient Financial Services stakeholders to ensure that banking activity is reconciled to accounts receivable. In this position, the analyst will research and analyze financial, banking, and patient billing data and trends to assist in accurate bank reconciliation and smooth patient billing operations. The role also involves overseeing staff that complete these functions, ensuring the completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system. The Financial Analyst will analyze and interpret financial data and reports to provide guidance and create action plans, while also providing input to the team on tasks and system workflows. As a resource and subject matter expert (SME) on cash reconciliation processes, the Financial Analyst will cultivate and maintain strong working relationships with team members, colleagues across the organization, and service providers/vendors. The role requires preparing accurate and timely information for strategic and operational decisions, working with the Information Systems department and software vendors to resolve system issues, and reviewing journal entries and account reconciliations to ensure that the organization’s records and financial statements are maintained in accordance with generally accepted accounting (GAAP) principles. Additionally, the analyst will assist in educating end users on system features, capabilities, and enhancements as they become available.

Responsibilities

• Responsible for carrying out and overseeing functions related to financial analysis and cash reconcilement.
• Serve as a point of contact for maintenance and continuing development of the treasury software and related systems.
• Interact with key Financial Administration and Patient Financial Services stakeholders to ensure banking activity is reconciled to accounts receivable.
• Research and analyze financial, banking, and patient billing data and trends to assist in accurate bank reconciliation and smooth patient billing operations.
• Oversee staff that complete financial analysis and cash reconcilement functions.
• Ensure completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system.
• Analyze and interpret financial data and reports to provide guidance and create action plans.
• Provide input to the team on tasks and system workflows.
• Serve as a resource and subject matter expert (SME) on cash reconciliation processes.
• Cultivate and maintain strong working relationships with team members, colleagues across the organization, and service providers/vendors.
• Prepare accurate and timely information for strategic and operational decisions.
• Work with the Information Systems department and software vendors to resolve system issues.
• Review journal entries and account reconciliations to ensure the organization records and financial statements are maintained in accordance with GAAP principles.
• Assist in educating end users of system features, capabilities, and enhancements as they become available.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or Information Systems required.
• Minimum 3-5 years of financial analyst or treasury analyst experience (or an equivalent role) required.
• Effective critical thinking and communication skills.
• High degree of innovative ability, initiative, and individual judgement.
• Ability to retrieve and evaluate information from various financial and operational systems.
• Advanced computer skills, including proficiency in Excel, PowerPoint, and Outlook.
• Ability to interpret and learn financial software as needed.