Financial Analyst

Job Description

Financial Analyst – Purchasing & Revenue Reconciliation (Remote)

Location: 100% Remote (open to candidates living in the Midwest or Southern U.S.)

Compensation: $65,000 - $70,000/yr base + benefits

Type: Full-time, direct hire

About the Opportunity

Everyone deserves clean air. Our client is a mission-driven non-profit organization. They provide a wide range of holistic health services to underserved members of their community who are struggling with air quality and respiratory issues.

What You’ll Do

Purchasing & Procurement (about 50%)

• Purchase 30+ health-related products each week for the care team (air purifiers, air conditioners, asthma-related supplies and more)
• Track and maintain receipts, order records and invoices for every purchase
• Reconcile purchases against invoices and solve problems with vendors, such as order errors, shipping issues and billing discrepancies
• Spot and fix gaps before they become problems, and anticipate what might fall through the cracks

Revenue Reconciliation & Financial Analysis (about 50%)

• Review revenue and remittance reports from payers and reconcile them against everything purchased to confirm items were reimbursed in full
• Use VLOOKUP/XLOOKUP, INDEX/MATCH, IF statements and other advanced Excel tools to compare large data sets and flag variances
• Review approved invoices for products and care management units to project monthly accruals
• Help the accounting team forecast expected revenue and support month-end close (accrual basis)
• Build and maintain budget tracking and reporting that leadership can rely on

What You Bring

• 2+ years of experience in accounting, financial analysis, budget analysis, purchasing/procurement reconciliation, or revenue/billing reconciliation
• Advanced Excel skills: lookups, INDEX/MATCH, IF/nested logic, pivot tables and large-data reconciliation
• An extremely detail-oriented approach. You don’t stop until it ties out.
• Working knowledge of accrual accounting
• Strong communication skills and a proactive, confident personality. You’re comfortable picking up the phone, raising issues and keeping things moving.
• Openness to feedback and a desire to keep learning
• Healthcare, payer reimbursement, Medicaid or public health experience is a plus

Why You’ll Love It

• Fully remote role with a mission that directly improves patients’ health at home
• High visibility in a small company where your work is seen and valued
• A real path to growth and future leadership for the right person

Hiring Process Note: Qualified candidates will be asked to complete a short online Excel skills assessment.

Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.