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Financial Analyst II
Financial Analyst IIInsight Global • Charlotte, NC, United States
Financial Analyst II

Financial Analyst II

Insight Global • Charlotte, NC, United States
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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 u of system features, capabilities, and enhancements as they become available.
  • Completes a limited amount of journal entries as necessary when reconciling banking activity

Candidates must reside in NC, SC, or GA

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy :

Required Skills & Experience

  • 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.
  • Nice to Have Skills & Experience

  • 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)
  • Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.

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