Financial Analyst

• Title: Financial Analyst
• Location: Remote but must sit in NC, SC, or GA

Must haves:

• Bachelor’s degree in accounting, Finance, Business Administration, or Information Systems
• Minimum 3 years of treasury/cash management + financial analyst/accounting experience
• Possess effective analytical and communication skills
• Previous experience working on projects and/or implementations (dealing with large amounts of data)
• Intermediate skills in Excel- Pivot tables, v-look ups, etc.

Plusses:

• Experience bringing on new software
• Healthcare experience- huge plus!
• Experience working with an ERP
• Experience working with Oracle or Workday
• Previous experience working with bank systems
• Power BI, tableau, SQL experience
• CAMS experience (treasury system)

Day to day:

A client of Insight Global is looking for a remote Financial Analyst II to join a major healthcare system on their treasury team. This financial analyst will be doing a mixture of analytical and accounting work. They will be working with the patient accounting/billing office in order to mesh what deposits they are posting into the general ledger, bank, and AR system. Their goal is to keep everything balanced in all 3 systems. This FA will work heavily in their cash application management system (CAMS) and work to reconcile cash postings/data trends. They will also work on forecasting data, analyze trends, conduct deep data dives, reconcile banking transactions/statements as well as credit card statements. This analyst needs to be able to work comfortably within Excel and be able to analyze and reconcile data. This role will include a lot of analysis, reconciliation, some accounting work, critical thinkings, project work and more. Additional job functions include:

• Applies the principles and practices of financial analysis, as well as account reconciliation.
• Researches and analyzes financial, banking and patient billing data and trends as requested to assist in accurate bank reconciliation and smooth patient billing operations.
• Prepares status and financial reports and provides cross-team multi-facility support for internal customers.
• Conducts and documents financial analysis projects in the department.
• Prepares accurate and timely information for strategic and operational decisions.
• Ensures completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system.
• Works with Information Systems and software vendor to resolve system issues.
• Manages, updates, and maintains system documentation.
• Assists in educating end users of system features, capabilities, and enhancements as they become available.
• Completes a limited amount of journal entries as necessary when reconciling banking activity