Senior Customer Finance Analyst

🕒 Março 30

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Prompt Therapy Solutions Inc

SiteLinkedInTodas as Vagas

11 - 50 funcionários

⚕️ Seguro de Saúde

⚡ Produtividade

☁️ SaaS

Healthcare Insurance • Productivity • SaaS

A Prompt Therapy Solutions Inc. é uma empresa que fornece soluções de software focadas em terapia, projetadas para aumentar a eficiência e a rentabilidade de clínicas. Oferecem uma gama de funcionalidades, incluindo agendamentos com suporte de IA, gerenciamento de pacientes, ferramentas de faturamento e relatórios. Sua plataforma atende a diversos tamanhos de práticas, desde clínicas iniciantes até grandes empresas, visando otimizar as operações das clínicas e melhorar a satisfação dos pacientes. As soluções de IA da empresa ajudam a agilizar os fluxos de trabalho para funções como recepcionistas, terapeutas, faturistas e proprietários de clínicas. Através de análises avançadas e processos automatizados, a Prompt Therapy Solutions busca modernizar a gestão de práticas e impulsionar o crescimento dos prestadores de terapia.

Descrição

• Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements. • Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks. • Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues. • Audit and validate customer agreements to ensure financial data integrity before account creation. • Create customer accounts and process sensitive financial data accurately. • Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication. • Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients. • Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management.

🎯 Requisitos

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. • 3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected). • Advanced proficiency in NetSuite and QuickBooks. • Expert Excel/Google Sheets skills - must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors. • A proven track record of taking a manual process and developing and executing a better process through automation or workflow redesign. • An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue. • Ability to distill complex financial data into actionable insights for stakeholders and senior leadership.

🏖️ Benefícios

• Competitive salaries • Remote/hybrid flexibility • Potential equity for outstanding performance • Flexible PTO • Company-wide sponsored lunches • Company-paid disability and life insurance • Family and medical leave • Medical, dental, and vision insurance • Discounted pet insurance • FSA/DCA and commuter benefits • 401(k) • Complimentary subscription to digital fitness classes and wellness content • Recovery suite at HQ with cold plunge, sauna, and shower