Senior Customer Finance Analyst

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $31 - $33 / heure

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Prompt Therapy Solutions Inc

Prompt Therapy Solutions Inc

11 - 50 employés

⚕️ Assurance santé

⚡ Productivité

☁️ SaaS

Healthcare Insurance • Productivity • SaaS

Prompt Therapy Solutions Inc. est une entreprise qui fournit des solutions logicielles axées sur la thérapie, conçues pour améliorer l'efficacité et la rentabilité des cliniques. Elle propose une gamme de fonctionnalités incluant la planification assistée par l'IA, la gestion des patients, la facturation et des outils de reporting. Sa plateforme s'adresse à des structures de tailles variées, allant des cliniques en démarrage aux grandes entreprises, cherchant à optimiser les opérations cliniques et améliorer la satisfaction des patients. Les solutions d'IA de l'entreprise aident à rationaliser les flux de travail pour des rôles tels que le personnel d'accueil, les thérapeutes, les facturiers et les propriétaires de cliniques. Grâce à des analyses avancées et des processus automatisés, Prompt Therapy Solutions cherche à moderniser la gestion des pratiques et à stimuler la croissance des prestataires de thérapie.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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

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