Analyst, Financial Operations (AP)

Care Access

8d•$50,000 - $70,000•Remote

About The Position

The Analyst, Financial Operations is a key member of the Financial Operations team responsible for supporting accurate, timely, and compliant financial operations activities across Accounts Payable, Accounts Receivable, billing, cash application, payment tracking, reconciliations, reporting, and operational accounting support. This role focuses on day-to-day transaction execution, including preparing and reviewing vendor bills, customer invoices, sponsor billing support, payment records, sales orders, project records, account documentation, and variance research. The Analyst partners closely with Finance, Accounting, Clinical Operations, Project Management, Procurement, Delivery, Vendors, Customers, and other cross-functional stakeholders to ensure financial activity is properly documented, accurately reflected in company systems, and aligned to business requirements. The Analyst is expected to maintain strong attention to detail, follow established procedures and internal controls, escalate issues appropriately, and contribute to accurate reporting, cash flow visibility, and financial data integrity.

Requirements

Understands core Accounts Payable and Accounts Receivable processes, including vendor bills, customer invoices, billing support, payment tracking, cash application, account reconciliations, and aging review.
Demonstrates basic understanding of how AP and AR activities support accurate financial reporting, cash flow visibility, month-end close, and audit readiness.
Prepares, reviews, and supports vendor bills, customer invoices, sponsor billing, payment records, and related financial documentation.
Ensure transactions are accurate, complete, properly supported, and aligned to contracts, purchase orders, approvals, milestones, or other business requirements.
Identifies basic discrepancies in invoices, billing details, payment activity, or account records and escalate issues appropriately.
Supports reconciliations, account research, invoice aging reviews, variance analysis, accrual support, and month-end close activities.
Reviews financial data for accuracy, completeness, and consistency.
Uses reporting and analysis to identify trends, discrepancies, missing information, or items requiring follow-up.
Utilizes ERP, billing, procurement, workflow, or financial systems to enter, maintain, review, and research financial transactions and records.
Maintains accurate vendor, customer, invoice, payment, sales order, project, or account documentation in company systems.
Use Excel, Google Sheets, or similar tools for reconciliations, reporting, tracking, and data analysis.
Follows standard operating procedures, approval workflows, documentation requirements, and internal controls.
Maintains audit-ready records and supports documentation requests.
Identifies opportunities to improve documentation, reduce errors, strengthen process consistency, or support operational efficiency.
Partners with Finance, Accounting, Clinical Operations, Project Management, Procurement, Commercial, vendors, customers, sponsors, and other stakeholders to support accurate and timely financial operations execution.
Gathers information, validates billing or payment details, resolves routine questions, and escalates unresolved issues as needed.
Communicates clearly and professionally with internal and external stakeholders.
Demonstrates strong attention to detail in data entry, invoice review, coding, reconciliations, and documentation.
Reviews financial information carefully to reduce errors and support timely decision-making.
Maintains high standards for accuracy, completeness, and follow-through.
Research basic transactions, billing, payment, vendor, customer, account discrepancies.
Identifies root causes where possible and recommends practical next steps.
Escalates complex or high-risk issues with appropriate context and supporting documentation.
Adjust priorities and workflows to support evolving business needs, close timelines, audit requests, system changes, and operational priorities.
Learning new tools, processes, policies, and business requirements with a proactive mindset.
Supports process improvement, system testing, documentation updates, and team backup coverage as needed.
Handles financial, vendor, customer, sponsor, and company information with discretion and professionalism.
Follows internal policies and ethical standards in all financial operations activities.
Protect confidential information and escalate concerns appropriately.
Handles sensitive sponsor and financial data in accordance with internal control policies.
Upholds professional and ethical standards in all financial dealings.

Nice To Haves

Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline, preferred.
Internship, administrative finance, accounting support, AP, AR, billing, procurement, or operations experience may be considered relevant.
Experience in clinical research, healthcare, pharmaceutical, life sciences, or professional services industry is a plus, but not required.

Responsibilities

Performs day-to-day AP, AR, billing, cash application, vendor bill preparation, invoice processing, payment support, collections follow-up, or other assigned Financial Operations tasks.
Supports basic reconciliations, month-end close activities, reporting updates, account research, accrual support, invoice status tracking, or customer/vendor account documentation.
Responds to routine internal and external inquiries, research basic discrepancies, follows up on missing information, and escalates issues appropriately.
Supports small process improvements, team backup coverage, training support, system testing, special projects, or other duties aligned with the Analyst level.