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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in Microsoft Excel for financial and data analysis, with strong capabilities in SQL and database functionality. Proven ability to manage client rebate processes, ensure compliance with contractual agreements, and produce accurate financial forecasts.
Highest-signal resume keywords
Advanced Microsoft ExcelFinancial AnalysisSQL ProficiencyRebate Payment ReconciliationPBM 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 AnalysisRebate Payment ReconciliationSQL ProficiencyData AnalysisContract Compliance
Soft Skills
Strong Organizational SkillsEffective CommunicationAttention to DetailSelf-MotivatedAbility to Prioritize
Tools & Technologies
Microsoft ExcelTableauDatabase Functionality
Certifications & Qualifications
Bachelor's Degree in AccountingBachelor's Degree in BusinessBachelor's Degree in Finance
Industry Keywords
Rebate PaymentsClient ContractsFinancial PlanningAd Hoc AnalysisFinancial Audits
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Perform detailed manual calculations for client rebate payments
- Prepare internal and external reporting to support rebate payments to clients
- Perform rebate payment reconciliations
- Evaluate client contracts and amendments and track updated rebate payment terms
- Produce accurate client liability forecasts and rebate calculations
- Review and analyze rebate reimbursements for contract compliance
- Support rebate-related requests and inquiries from internal and external clients
- Ensure processes and procedures comply with client contractual agreements
- Recommend process improvements
- Prepare rebate deliverables supporting organizational financial planning and analysis
- Utilize database functionality to analyze large data sets
- Support financial audits and perform ad hoc analysis as needed
- Perform other duties as assigned
Requirements
What you’ll need- 3+ years experience using Microsoft Excel is required
- Advanced knowledge of Excel is required
- Strong knowledge of spreadsheet and database use and functionality
- Ability to write SQL is a plus
- Experience using Tableau and/or SQL is preferred
- 3+ years of full-time professional experience in financial and data analysis is preferred
- Previous PBM experience is a strong plus
- Strong organizational skills and ability to prioritize multiple concurrent projects and meet strict deadlines
- Ability to communicate complex issues concisely and communicate professionally with all individuals within the organization
- Ability to read, understand and execute on detailed contract language
- Excellent ability to analyze, interpret and make decisions based on results
- Must be self-motivated and learn quickly
- Strong attention to detail and a high level of accuracy
- Bachelor's Degree from an accredited college or university with a major in Accounting, Business or Finance is preferred
Benefits
Comp & perks- Medical, Dental and Vision Benefits
- Medical Savings Account Options with Company match
- 401K after 90 days of employment
- Employee Assistance Program
- Life and Supplemental insurance
- Educational Reimbursement
- Paid Time Off