Integrated Resources, Inc ( IRI ) · 1 month ago
Customer Service Specialist I-Centralized Pt Scheduler
Costa Mesa, CA
Full-time
Onsite
Mid Level
$26/hr - $26/hr
3+ years expIntegrated Resources, Inc (IRI) is a company that provides specialized staffing solutions. They are seeking a Customer Service Specialist who will be responsible for managing the IT budget and facilitating financial analysis and reporting for the IT department.
BiotechnologyHealth CareHuman ResourcesRecruitingStaffing Agency
Responsibilities
Completion of monthly financial analysis and reporting for IT leaders
Monitor and track all Purchase Orders, validating budgets, categorization of Capital vs. operating, PO consumptions, PO balance, and tracking/reporting of all active POs
Verifying budget allocation and approvals for vendor payment
Ensure monthly accruals are in place working with Finance/AP
Monitor and track Project financial performance and develop routine financial reporting
Proficient in data loading, data grooming, financial analysis and reporting using Excel formulas and functions such as Pivot table, etc
Work with project managers to evaluate project performance by proactively analyzing project financials, budgets, timeline, etc
Create and distribute biweekly/monthly, and daily financial reports to various management teams
Assist in monitoring, tracking, reporting, and reconciliation of the operating and capital expenses vs. allocated budget. This includes working to ensure the directives of the financial leadership team are understood and implemented by the organization’s direct operational managers
Monthly project analysis and support, including review and evaluation of monthly and year to date variances to the budget
Support IT project management office with ad-hoc requests, project coordination, process improvements, financial analytics, and support
Participate in the creation and developing financial reporting, including assisting management with providing project status reports, analytics, financial performance for support to senior management
Performs other ad hoc duties as assigned
Qualification
Required
Bachelor's degree in accounting, finance, or related field preferred or equivalent work experience
Three to five years of experience using healthcare finance and information systems
Ability to work independently with minimal supervision
Ability to manage financials for multiple projects concurrently
Strong continuous improvement skills and demonstrated application of methodologies such as Lean and Six Sigma
Highly organized and detail-oriented with superior analytical and problem-solving skills
Highly proficient in Microsoft Project and the Microsoft Office Suite (Word, Excel, PowerPoint, Visio)
Strong business acumen, including organizational, marketplace and customer awareness and appreciation of the importance of business relationships
Excellent analytical and communication skills. Creative, self-confident, and flexible
Advanced skills in Microsoft; Excel, Outlook, and PowerPoint
Preferred
Knowledge/experience using Lawson/Infor, and StrataJazz
Company
Integrated Resources, Inc ( IRI )
Integrated Resources Inc.
501-1000 employees
H1B Sponsorship
Integrated Resources, Inc ( IRI ) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (5)
2023 (13)
2022 (9)
2021 (25)
2020 (39)
Funding
Current Stage
Late StageRecent News
2025-06-11
2025-06-11
2025-04-14
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