Financial Analyst

Key Responsibilities:

• Financial Analysis & Reporting
• 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 clear analyses and reporting tools that help stakeholders understand results and make informed decisions.
• Billing & Account Reconciliation
• Review billing and related activity for accuracy and completeness; investigate discrepancies from source data through resolution.
• Reconcile balances and transactions across reports, customer records, and the general ledger, maintaining clear support for conclusions.
• Monitor open items and work with internal partners to resolve financial questions in a timely manner.
• Month-End & Financial Controls
• Support month-end close through account reconciliations, accruals, journal entries, and supporting schedules.
• Assist with revenue and deferred revenue analysis and reconciliations as needed.
• Maintain reliable documentation and follow established financial controls and approval processes.
• Collaboration & Improvement
• Partner with Finance, Client Services, and Operations to understand business activity and its financial impact.
• Interpret relevant contract terms and business processes to support accurate billing and reporting.
• Identify ways to improve data quality, reporting, and the efficiency of financial processes.

Qualifications:

• Required
• 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 the 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 the ability to manage multiple priorities.
• Preferred
• Experience with billing, receivables, reconciliations, or month-end reporting.
• Experience with ERP systems, reporting tools, or process improvement.
• Familiarity with GAAP and revenue recognition principles.
• Physical Demands & Work Environment
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms. Prefer candidates who can type at least 35 words per minute with 97% accuracy.
• Although very minimal, flexibility to travel as needed is preferred.
• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc.
• Why Work for Valeris?
• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs
• Additional health support, including telehealth and Employee Assistance Program (EAP) services
• Company match on Health Savings Account contributions
• Free Basic Life and AD&D coverage equal to your 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% you contribute, with immediate vesting
• Paid Time Off (PTO) and Sick Leave to support work-life balance
• Team members receive nine paid holidays plus two floating holidays
• Opportunities for advancement in a company that supports personal and professional growth
• A challenging, stimulating work environment that encourages new ideas
• Work for a company that values diversity and makes deliberate efforts to create an inclusive workplace
• A mission-driven, inclusive culture where your work makes a meaningful impact
• Any offer of employment is contingent upon the successful completion of a background check and, depending on the position, a drug screen in accordance with company standards. Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position. Responsibilities and tasks may be modified at any time, with or without notice.
• Our Commitment to Equal Opportunity
• At Valeris, we don’t just accept difference – we celebrate it, support it and we thrive on it for the benefit of our employees, our products and our community. Valeris is proud to be an equal opportunity employer.

Physical Demands & Work Environment

Why Work for Valeris?

Our Commitment to Equal Opportunity