Manage excel template to create and deliver accurate monthly customer invoices in accordance with complicated contract terms.
Maintain and update invoice templates to reflect contract amendments and changes.
Research and analyze customer expenses and professional fees collections data to develop detailed support analysis for customer invoices.
Analyze and interpret complex data, providing actionable insights that may vary depending on the data set and contract requirements. Proactively follow up with customers regarding outstanding accounts receivable to ensure timely collections.
Collaborate with internal operations teams to provide insights and resolve invoicing or AR-related inquiries.
Present financial analysis and insights directly to customers in a clear and professional manner.
Assist in identifying process improvements to enhance billing accuracy and efficiency.
Support audit requests and prepare documentation as needed.
Review and verify medical billing data to ensure accuracy and compliance with contracts, amendments, policies, and procedures.
Coordinate with finance and accounting to ensure proper account coding and reconciliation of payments and accounts.

Bachelor's degree in Finance, Accounting, or Business Administration.
3+ years of experience billing, invoicing, financial analysis, and other revenue analysis functions.
Proficiency in Microsoft Excel with advanced knowledge of formulas, data analysis tools, and financial modeling.
Strong analytical and critical thinking skills with a keen eye for detail.
Excellent verbal and written communication skills, with the ability to present complex financial information to both internal and external stakeholders.
Proven ability to manipulate and analyze large datasets, extracting key insights and presenting clear, actionable summaries to internal leadership and external customers.
Strong understanding of the month-end close accounting cycle, as this role will partner closely with Accounting to ensure accurate financial results.
Ability to manage multiple tasks, prioritize workloads, and meet deadlines in a fast-paced environment.
Experience in healthcare, professional services, or contract-driven industries preferred.
General knowledge of medical billing transactions and billing systems preferred.

Senior Financial Analyst

Key skills