Financial Analyst jobs in United States
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Inizio Engage · 4 hours ago

Financial Analyst

Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. The Financial Analyst will work closely with the Manager of Project Accounting to handle project finance, invoicing, and balance sheet reconciliations for various business units.

CommercialHealth CareHospital

Responsibilities

Monthly preparation of client invoices and partner with Client Account Directors, Managers and Coordinators to ensure invoices adhere to Client Contracts, SOW’s and Change Orders for assigned client accounts
File client MSAs, SOWs, purchase orders, and track billings against purchase orders in business unit playbook
Develops and manages relationship with team members and clients to identify their needs and recommend potential courses of action in relation to financial matters
Establishes trust and credibility with clients and team members by quickly and accurately responding to their needs, always following up and following through, and delivering quality work
Collect information quickly and efficiently, distinguishing between relevant and irrelevant information; also notices discrepancies and inconsistencies in information and proactively seeks out information to fill in the gaps
Prepare and post journal entries in accordance with GAAP/IFRS for revenue recognition, accrued/deferred income and expense accruals
Prepare monthly balance sheet reconciliations for the business unit teams assigned along with maintaining monthly, quarterly and annual project reconciliations for clients
Improve project financial profitability by analyzing results; monitoring variances; identifying trends and areas for margin improvements
Prepare monthly & YTD P&L variance summaries with commentary identifying project opportunities or risk
Responsible for researching and resolving assigned clients’ outstanding & aging A/R collections
Assist Finance Team with preparation of annual client budgets and monthly forecast preparation
Provide support as necessary to internal and external auditors
Identifies process improvement for analysis and other areas and makes suggestions for action
Participates in special projects and performs other duties as assigned

Qualification

AccountingFinanceAdvanced ExcelOracle ERPBilling to contractsCustomer service orientationInterpersonal skillsOrganizational skillsProblem-solvingCommunication skills

Required

Bachelor Degree required with an emphasis in Accounting, Finance or Business Administration
Minimum 1-3 years of relevant finance experience
Experience with billing to contracts and budget estimates and assembling periodic reconciliations to billing
Strong interpersonal skills in order to work collaboratively across various levels of management within a large, geographically diverse, matrix organization
Strong organizational and planning skills in order to establish priorities and utilize available resources to meet strict deadlines
Perform duties with high-level of responsibility and minimal supervision
Advanced Excel skills (Data Analysis) - (V-Lookup's, Pivot Tables, etc.)
Is driven to accomplish more than is necessary. Seeks to exceed established standards
Displays flexibility in adapting to organizational growth and change
Strong, quality and customer service orientation
Ability to work to deadlines
Ability to communicate and work effectively with others
Ability to establish priorities and work independently
Ability to handle and resolve recurring problems

Preferred

Experience with Oracle or similar ERP Finance system

Benefits

Competitive compensation
Excellent Benefits – accrued time off, medical, dental, vision, 401k, disability & life insurance, paid maternity and paternity leave benefits, employee discounts/promotions
Employee discounts & exclusive promotions
Recognition programs, contests, and company-wide awards

Company

Inizio Engage

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Inizio Engage is a healthcare agency that provides decision optimization, experience design, patient solutions, and medical affairs.

Funding

Current Stage
Late Stage

Leadership Team

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Adam Nguyen, MBA
Senior Partner, People & Culture
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JESSICA BENNETT, MBA, SHRM-CP
People and Culture Partner
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Company data provided by crunchbase