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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting, and reconciliations, with a strong focus on data accuracy and process efficiency. Proficient in utilizing advanced Excel skills and ERP systems to support financial operations and decision-making.
Highest-signal resume keywords
Financial AnalysisAdvanced Excel SkillsBilling ReconciliationsGAAP FamiliarityReporting Tools Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData AnalysisReconciliationsMonth-End CloseAccrualsJournal EntriesRevenue RecognitionPivot TablesLookupsInvestigative Skills
Soft Skills
Clear CommunicationAttention to DetailSound JudgmentAbility to Manage Multiple Priorities
Tools & Technologies
ERP SystemsReporting Tools
Industry Keywords
Financial OperationsGAAPRevenueReceivablesCustomer Program Performance
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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 activity for accuracy and completeness and investigate discrepancies through resolution
- Reconcile balances and transactions across reports, customer records, and the general ledger
- Monitor open items and work with internal partners to resolve financial questions
- Support month-end close through account reconciliations, accruals, journal entries, and supporting schedules
- Assist with revenue and deferred revenue analysis and reconciliations
- Maintain documentation and follow financial controls and approval processes
- Partner with Finance, Client Services, and Operations to understand business activity and financial impact
- Interpret contract terms and business processes to support accurate billing and reporting
- Identify improvements to data quality, reporting, and financial process efficiency
Requirements
What you’ll need- 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 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 ability to manage multiple priorities
- Experience with billing, receivables, reconciliations, or month-end reporting preferred
- Experience with ERP systems, reporting tools, or process improvement preferred
- Familiarity with GAAP and revenue recognition principles preferred
- Ability to type at least 35 words per minute with 97% accuracy preferred
- Flexibility to travel as needed preferred
- Successful completion of a background check and, depending on the position, a drug screen
Benefits
Comp & perks- 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
- Challenging, stimulating work environment encouraging new ideas
- Inclusive workplace and mission-driven culture
- Meaningful work supporting patient care