Financial Analyst

Valeris•Remote, North Carolina, NC

26d

About The Position

The Financial Analyst supports the financial performance of customer programs through data analysis, reporting, billing review, and account reconciliation. The role connects information across systems, investigates differences, and clearly explains findings to Finance and operational partners. The analyst helps ensure financial activity is accurate, well supported, and useful for business decisions. The position analyzes financial and operational data, prepares recurring and ad hoc reports, reviews billing activity, reconciles accounts and transactions, and supports month-end close activities. It partners with Finance, Client Services, and Operations to understand business activity and its financial impact, interpret relevant contract terms and business processes, and improve data quality, reporting, and financial process efficiency. The role operates in a professional office environment and routinely uses standard office equipment. Very minimal travel may be needed. The employer describes its culture as mission-driven and inclusive, and offers opportunities for advancement and professional growth.

Requirements

Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.
At least 3 years of experience in financial analysis, financial operations, or a related finance role.
Strong analytical skills, including the ability to work with large datasets, investigate differences, and explain findings.
Advanced Excel skills, including pivot tables, lookups, and data analysis.
Clear communication, sound judgment, attention to detail, and the ability to manage multiple priorities.

Nice To Haves

Experience with billing, receivables, reconciliations, or month-end reporting.
Experience with ERP systems, reporting tools, or process improvement.
Familiarity with GAAP and revenue recognition principles.
Ability to type at least 35 words per minute with 97% accuracy.
Flexibility to travel as needed.

Responsibilities

Analyze financial and operational data to identify trends, explain variances, and provide practical recommendations.
Prepare recurring and ad hoc reports on revenue, receivables, cash activity, and customer program performance.
Develop analyses and reporting tools to help stakeholders understand results and make informed decisions.
Review billing and related activity for accuracy and completeness, investigating discrepancies from source data through resolution.
Reconcile balances and transactions across reports, customer records, and the general ledger, maintaining support for conclusions.
Monitor open items and work with internal partners to resolve financial questions in a timely manner.
Support month-end close through account reconciliations, accruals, journal entries, and supporting schedules.
Assist with revenue and deferred revenue analysis and reconciliations as needed.
Maintain reliable documentation and follow established financial controls and approval processes.
Partner with Finance, Client Services, and Operations to understand business activity and its financial impact.
Interpret relevant contract terms and business processes to support accurate billing and reporting.
Identify ways to improve data quality, reporting, and the efficiency of financial processes.

Benefits

Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs.
Telehealth and Employee Assistance Program (EAP) services.
Company match on Health Savings Account contributions.
Free Basic Life and AD&D coverage equal to annual earnings, with a minimum of $50,000 and a maximum of $300,000.
Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability.
401(k) Retirement Savings Plan with 100% match on the first 5% contributed, with immediate vesting.
Paid Time Off (PTO) and Sick Leave.
Nine paid holidays plus two floating holidays.
Opportunities for advancement and personal and professional growth.
A challenging, stimulating work environment that encourages new ideas.
Inclusive, mission-driven culture.