Senior finance analyst jobs in Carolina, PR

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Role Summary:** As a Senior Financial Analyst in the FP&A group, you will be a financial expert who helps shape how we plan, measure, and invest in our business. You will partner closely with business leaders across the organization to drive financial insight and operational efficiency. This role is both strategic and hands-on: you'll be building scalable reporting processes, surfacing key insights, and driving financial transformation as Datavant continues to grow. **Specific requirements:** + Strong financial modeling, reporting, and variance analysis skills. + Advanced Excel skills (complex formulas, large datasets). + Mastery of accounting principles and US GAAP. + Strong communication and collaboration skills across levels and functions. **In this role you will:** + Build and enhance financial models for reporting, forecasting, and budgeting cycles. + Consolidate and analyze KPIs across multiple data sources to deliver clear business insights. + Partner with stakeholders to design and implement scalable reporting processes. + Review financial reports and identify trends, risks, and opportunities for leadership. + Support month-end close with variance analysis and commentary. + Conduct ad hoc analysis (e.g., headcount, OPEX, indirect costs) to support strategic decision-making. **What you will bring to the table:** + BA/BS in Finance, Economics, or related field. + 1-2 years experience in corporate finance, investment banking, or finance role at tech startup. + Healthcare industry experience a plus. + Ownership mindset with a drive to improve processes in a growing organization. + Passion for Datavant's mission to connect the world's healthcare data. We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. The estimated total cash compensation range for this role is: $102,000-$120,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . 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Location: Remote. Must maintain strong overlap with U.S. business hours for real-time coordination with founders and CPAs. Hours: 15-25 hrs/week depending on the needs. Submit your application HERE https://forms.clickup.com/**********/f/8cqbk2w-42777/HQAY19Y2GOAXZ71JUQ Note: We are not considering applications from agencies or recruiters at this time. Only individual candidates will be reviewed. Role Overview Were seeking an experienced Financial Controller to oversee multi-entity financial operations for a high-profile venture fund and related media projects. This role focuses on controllership, compliance, and stakeholder coordination. Youll work closely with our CEO, Senior Bookkeeper, fund administrators, legal teams, FP&A and CPAs to ensure our accounts, AP, and records are accurate, compliant, and audit-ready. This is a hands-on, senior-level role ideal for someone with experience in startups, fund management, SPVs, and partnerships who thrives in a fast-moving, founder-led environment. This role requires a strong command of U.S. GAAP and state-level compliance standards, with the discipline to manage multi-entity structures in real time and maintain strict documentation hygiene across all systems. Key Responsibilities 1. Financial Oversight Approve internal bookkeeping and monthly closings across multiple entities. Own the weekly close cadence across all entities: reconcile all Bank, Credit Cards, and Loan accounts, clear any uncategorized entries, and deliver reconciled reports with zero Uncategorized balances. Cash Flow management. 2. Accounts Payable Management Own AP process, ensure timely payments, and maintain clear cash flow visibility. Verify correct classification (e.g., loan principal vs. interest), ensure documentation is attached, and enforce proper approval trails. Vendor management, documentation and negotiation. 3. Fund & SPV Coordination Liaise with fund administrators, lawyers, CPAs, and investment partners on compliance, filings, and distributions. Coordinate directly with CPAs on U.S. federal and state filings to ensure audit readiness and tax alignment across entities. 4. Data & Document Management Maintain organized and complete financial/legal data rooms and reporting files. Maintain strict digital hygiene clean Drive structure, proper entity/date-based naming conventions, and elimination of legacy ad-hoc folders. Document recurring processes for key workflows (AP, reconciliations, reporting cadence). 5. Banking & Contracts Manage banking relationships, credit lines, and financial contract renewals. Ensure inter-company transfers and credit card allocations are fully reconciled and documented by entity. 6. Compliance & Audit Ensure regulatory filings, corporate compliance, and audit readiness for all entities. Uphold U.S. GAAP standards and maintain supporting documentation for all transactions. 7. Ad-hoc Financial Projects Support investment transactions, partnership agreements, and corporate restructurings as needed. Support FP&A by producing clean, reconciled financials while maintaining focus on controllership mechanics and compliance accuracy. What Were Looking For Experience 8+ years in financial control, fund accounting, or multi-entity finance. Direct experience managing QuickBooks Online multi-entity environments with precision (class/tag usage, intercompany reconciliations, and exception tracking). Track record managing AP, compliance, and investor reporting. Proven experience with venture funds, SPVs, partnerships, and startup environments. Skills Advanced QuickBooks proficiency (multi-entity). Strong understanding of fund structures, corporate compliance, and tax coordination. Highly organized with exceptional attention to detail; proficient in Google Drive and structured data management. Skilled at coordinating across lawyers, CPAs, and fund managers. Strong grasp of U.S. GAAP, state filings, and startup expense rules. Experience with collaborative tools, ideally ClickUp. Operational hygiene clean folders, version control, and naming discipline. Clear communication under pressure; comfort working with founders and advisors. Precision and process discipline in tight weekly cadences. Accountability and steadiness in fast-paced environments. Preferred CPA or equivalent qualification. Experience in media, venture capital, or investment management. This is not a corporate oversight role its a hands-on controllership position that demands precision, cadence, and speed. The ideal candidate enforces structure, keeps books clean, communicates crisply, and ensures every entity is reconciled, audit-ready, and compliant at all times. What to Expect: Our Application Process We respect your time and aim for clarity. Heres how it works: Apply through ClickUp Complete a short assignment via TestGorilla Interview with Recruitment & Ops Coordinator Second interview or role assessment Final interview with Founder & CEO Welcome to Trolley! Steps may vary slightly depending on the role well guide you through it! What to Expect: Our Application Process We respect your time and aim for clarity, so here's how it works: 1. Apply through ClickUp 2. Complete a short assignment via TestGorilla 3. Interview with Recruitment & Ops Coordinator 4. Second interview or role assessment 5. Final interview with Founder & CEO 6. Welcome to Trolley! Steps may vary slightly depending on the role well guide you through it! ---------- About Us Who We Are Trolley is a fast-growing creative operations company delivering high-impact digital and marketing solutions. We collaborate with high-profile clients to strategize, produce, and optimize compelling content that drives engagement, brand visibility, and business growth. Our creative team functions as a fully integrated power-house combining strategy, design, production, and performance analysis to deliver world-class results. We Operate Under Founder Mode Trolley is built on a Founder Mode mindset - an operating system rooted in ownership, strategic thinking, and execution at speed. Here, we look for people who take initiative, think like entrepreneurs, and use tools like AI to optimize how work gets done. But Founder Mode isn't about going alone, it's about working within high-trust, collaborative teams where contribution matters more than control. We value creativity, resourcefulness, and clear communication. If you're driven by impact, thrive in dynamic environments, and believe in scaling through systems, not stress - this is the place for you. Why Join Us? Work with the Best: We recruit globally to connect top talent with forward-thinking companies. Tech-Driven Efficiency: Leverage the latest AI and tools to amplify your impact. Human-Centric Approach: Our systems are designed to support and elevate people, not replace them. Training for Success: We provide world-class training to ensure you excel in every aspect of your role. Benefits at Trolley At Trolley, we believe in building a company that works for you not the other way around. That means freedom, tools, and culture that support both your creativity and your execution. We offer: Work from anywhere Flexible schedule and time off no micromanaging Direct collaboration with the Founder Access to top-tier AI tools (Perplexity, ChatGPT, ClickUp Brain and more) Clear path for long term career growth A supportive company culture grounded in ownership and prioritizing progress over perfection Be Part of the Future of Work Trolley is now accepting applications from ambitious professionals who want to work at the intersection of technology and creativity. Join us in shaping the next era of work.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Conducts proactive research, customer and supplier inquiries and dispute resolution all with a concentration on customer pricing from internal and external customers. + Collaborates proactively and cross functionally with internal and external key stakeholders. + Leads customer account(s) and / or processes in a fast paced and highly data analytical environment. + Leads customer facing video conversations and escalations to improve overall customer experience. + Drives process innovation for customer(s) through their identified pricing program. + Drives and influences process change(s) to proactively prevent reoccurrence of negative customer experiences through root cause analysis for their customers. + Effectively prioritize multiple job tasks to meet deadlines. + Demonstrates leadership skills to assist other team members. + Models an ownership mindset by taking accountability for outcomes. + Continuously learns and adapts through updates in systems, processes, and / or other career growth opportunities. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 2-4 years of experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Proficiency in Alteryx and Tableau reporting preferred + Strong ability to lead direct conversations with internal and external customers + Sense of urgency, attention to detail, prioritization, and accountability + Ability to build strong collaborative relationships and communicate effectively + Strong organizational skills **_What is expected of you and others at this level_** + Applies working knowledge in the application of concepts, principles and technical capabilities to perform varied tasks + Works on projects of moderate scope and complexity + Identifies possible solutions to a variety of technical problems and takes action to resolve + Applies judgment within defined parameters + Receives general guidance and may receive more detailed instruction on new projects + Work reviewed for sound reasoning and accuracy **Anticipated salary range:** $57,000-$73,440 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/30/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

This role is critical for driving large-scale, strategic finance transformation initiatives across Ford. The Senior Finance Transformation Leader will be responsible for developing and executing the 1 and 3-year Finance Transformation roadmap, ensuring alignment with Ford's overall strategic objectives, including Ford+. This leader will optimize financial efficiency, productivity, and capabilities by leveraging cutting-edge technologies and fostering a culture of continuous improvement. They will collaborate extensively with the Finance leadership team, skill teams, and cross-functional partners to deliver sustainable business value and advance Ford's digital transformation journey. **Strategic Vision & Roadmap Development (Own the Future):** Develop and lead the comprehensive Finance Transformation strategy and roadmap, directly aligning with Ford's strategic pillars and Ford+ initiatives, including lean principles + Translate high-level organizational goals into actionable transformation objectives, including financial targets and key process outcomes. + Proactively identify emerging trends, technologies (e.g., AI, RPA), and best practices to inform the future state of Ford Finance, ensuring a data-driven culture. **2. Program Leadership & Execution (Deliver What Matters):** + Lead the end-to-end execution of multiple high-impact, cross-functional finance transformation programs and projects, ensuring delivery on time, within budget, and exceeding defined KPIs. + Establish robust governance frameworks and methodologies for all transformation initiatives. + Identify, assess, and proactively manage risks, developing effective mitigation strategies to ensure successful outcomes and regulatory compliance (e.g., SOX, IFRS, and GAAP). **3. Change Management & Adoption (Team Up):** + Develop and implement comprehensive change management strategies to ensure seamless adoption of new processes, tools, and technologies across global finance teams. + Clearly articulate the "from-to" state of changes, earning the buy-in and commitment of employees by communicating compelling benefits and providing effective training and support. + Lead initiatives to embed new practices and behaviors that align with Ford's culture and values. **4. End to End Process Optimization & Innovation (Be Curious):** + Lead deep-dive analyses of current financial operations to identify inefficiencies, bottlenecks, and opportunities for end to end process optimization, leveraging lean principles + Drive the adoption and integration of emerging technologies such as AI, Robotic Process Automation (RPA), and advanced ERP systems to drive efficiency and enable better data-driven decision making + Continuously generate and champion new ideas and programs, pushing the art of the possible, to build a robust pipeline of transformation opportunities. **5. Stakeholder Engagement & Collaboration (Team Up):** + Cultivate strong, collaborative relationships with senior leaders, finance teams, IT, and other business units to ensure alignment, secure buy-in, and drive successful project delivery. + Act as a trusted advisor, translating complex technical concepts into clear, impactful messages for diverse audiences. + Influence and partner with business segments to identify and implement prioritized revenue and expense initiatives. + Resulted oriented and comfortable addressing difficult issues head-on, facilitating tough problem-solving conversations, and advocating for necessary changes to achieve long-term success **6. Performance Measurement & Data Analytics (Deliver What Matters):** + Establish, monitor, and report on key performance indicators (KPIs) to track the progress, success, and return on investment (ROI) of transformation initiatives. + Enhance the use of data analytics within the finance function to provide more insightful reporting, enable evidence-based decision-making, and identify new opportunities for improvement. **7. Team Leadership & Development (Built to Lead):** + Lead, mentor, and develop a high-performing, highly engaged team of finance transformation professionals, fostering a culture of continuous improvement, innovation, and agility. + Be a role model of the targeted cultural behaviors - lead by example and inspire others to be early adopters and change accelerators **Minimum Qualifications:** + Bachelor's degree in finance, Accounting, Business Administration, Engineering, or a related analytical field. + 12 years of progressive experience in finance, consulting, or operations, with a strong focus on large-scale process improvement and transformation initiatives within global finance organizations. + 5 years of experience leading and developing high-performing teams. **Preferred Qualifications:** + Master of Business Administration (MBA) or equivalent advanced degree. + Demonstrated expertise in leading significant finance transformation programs, ideally within a large, complex global organization. + Proven experience working closely with executive leadership, demonstrating exceptional executive-level stakeholder management and influencing skills. + Strong knowledge of change management principles and methodologies. + Deep understanding and practical experience with digital finance technologies, including AI, Robotic Process Automation (RPA), advanced analytics, and modern ERP systems. Experience implementing AI a plus + Familiarity with lean and agile methodologies and their application in finance transformation. + Understanding of financial regulatory compliance standards such as SOX, IFRS, and GAAP. + Exceptional strategic thinking capabilities with a proven ability to understand the big picture, anticipate future trends, and translate vision into actionable plans. + Superior presentation, negotiation, and communication skills, with the ability to simplify complex information and make compelling recommendations to all levels of the organization. + Ability to manage multiple competing priorities with a strong sense of urgency and deliver results on time and within budget in a fast-paced, rapidly changing environment. + Understanding of lean principles and tools. **What You'll Receive in Return** As part of the Ford family, you'll enjoy excellent compensation, and a comprehensive benefits package that includes generous PTO, retirement, savings and stock investment plans, incentive compensation, and much more. You will experience a "Work from Anywhere" structure and the support needed to be successful in a remote environment. You'll also experience exciting opportunities for professional and personal growth and recognition. Candidates for positions with Ford Motor Company must be legally authorized to work in the United States on a permanent basis. Verification of employment eligibility will be required at time of hire. Visa sponsorship is not available for this position. Ford Motor Company is an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call **************. **Requisition ID** : 52934

We are seeking a motivated and experienced Senior Financial Analyst to join our Finance Team. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information, and who have the desire to influence a company's decisions and performance. Using your strong analytical skills, you will review data surrounding payment acceptance rates, chargebacks, and other performance metrics in order to develop strategies to drive growth within the business. You will be working closely with our development team in order to implement changes to the internal e-commerce platform to support our payment strategies. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to the e-commerce operation. About this team As our Senior Financial Analyst, you will report to the Finance Director, Payments, and will be a key member of the team supporting BOLD's e-commerce function and relationships. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information and have the desire to influence the company's decision-making and performance. Using your strong analytical skills, you will review data surrounding payment acceptance rates, chargebacks, and other performance metrics in order to develop strategies to drive growth within the business. You will be working closely with our development team in order to implement changes to the internal e-commerce platform to support our payment strategies. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to the e-commerce operation. What you'll do Identify patterns in payment processing success, chargeback, and fraud rates by analyzing a large quantity of data Monitor and forecast payment-related metrics, such as acceptance rate and fraud rate, and predict customer behaviors through data analysis and modeling Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial and statistical modeling Review and make recommendations toward our payment processor allocation strategies Review transaction information and chargebacks files with various card brands, processors, and gateways Make recommendations to improve operations, anti-fraud processes and system enhancements What you'll need Finance, Economics, Statistics or related degree required 3+ years work experience in an analytical role such as payment, statistics or finance Ability to collaborate with and across teams throughout the company, including Finance, Platform, Customer Support, Product, and Marketing to drive results Extensive experience in building complex financial models, conducting quantitative and qualitative financial analysis and scenario analysis Strong written, verbal and presentation communication skills Experience in presenting analysis to senior executives and working as a business partner across all departments Thrive in a complex, fast-paced environment; Advanced Microsoft Excel and PowerPoint Skills Strong analytical, quantitative, and problem-solving skills What's good to have MBA or Master's degree in quantitative fields such as Economics, Statistics, Business Analytics Experience with SiSense, Tableau or other data visualization tools Previous experience in Payments is a plus Benefits Outstanding Compensation Competitive salary Bi-annual bonus 401(k) plan with match Equity in company Internet and home office reimbursement In-Office Catered Breakfast & Lunches 100% Full Health Benefits Medical, dental, and vision (optional plans for your family) Life & long-term disability insurance (optional) Mental health support and resources Wellness reimbursement (gym, health apps, etc.) Flexible Time Away Flexible PTO Sick time policy Observed holidays Certain group health plans are required to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the Triple S Salud medical benefit plans are linked below as of July 1, 2022: ********************************************************************************** #LI-Remote

Our client, leader, is one of the main distributors in Puerto Rico. Recognized for the brands it represents, its distribution and sales network, marketing and service commitment. Is seeking a Director of Financial As the Director of Finance, you will be responsible for overseeing all financial aspects of the organization. You will play a crucial role in managing financial strategies, analyzing data, and ensuring compliance with regulations. Responsibilities and Duties Oversee all financial operations including payroll, accounts payable/receivable, bank reconciliations, property management, acquisitions, and general accounting. Conduct daily cash flow analysis and monitor accounts and investments to detect and address anomalies. Prepare and present comprehensive financial reports, including income statements, balance sheets, and other regulatory filings, to the President and Board of Trustees. Monitor and manage budgets for grants, collaborative agreements, and emergency funding. Lead the annual external audit process, ensuring timely documentation, addressing findings, and maintaining compliance with all applicable laws and regulations. Develop and enforce internal financial policies and procedures to ensure robust internal controls. Build and maintain strong banking relationships, evaluate financial services, and recommend optimal solutions for the institution. Qualifications and Skills Bachelor's degree in Accounting; CPA required. 8+ years of accounting experience, including 6+ years supervising AP/AR functions. Prior experience in media, broadcasting, or ad sales finance is a plus. Familiarity with ad tech and billing platforms (e.g., FreeWheel, WideOrbit, Google Ad Manager). Advanced Excel skills and experience with ERP systems like NetSuite, Oracle, or SAP. Solid knowledge of ASC 606, media revenue recognition, and vendor contract structuring. Excellent leadership, problem-solving, and communication skills.

Conduct detailed variance analyses, including Actual vs. Budget, Actual vs. Forecast, Month-to-Month, Quarter-to-Quarter, and Year-over-Year comparisons, and provide explanations for deviations. Prepare financial performance analysis: review and validate monthly variance explanations prepared by financial analysts. Prepare Profit and Loss Statements by business segment Identify saving opportunities based on expense and trend analyses Provide trend analysis for expenses, revenues, and key financial indicators as required. Perform and update monthly financial and operational indicators to monitor business performance. Assist the accounting team in account analysis and the preparation of journal entries. Prepare and provide custom financial reports and analyses as needed. Ensure that balance sheet accounts are adequately supported with proper documentation and analysis (balance sheet review). Support in the development and execution of the hospital's annual budget. Assist in external and internal financial audits by providing required financial documentation and analysis. Collaborate on special projects assigned by the CFO and Director of Finance (DOF) to improve financial strategies and operations. Regularly review financial results with the DOF and CFO, ensuring timely and accurate reporting. Ensure all assigned tasks and reports are completed within the established deadlines. Support on the Internal and External Audits Other Qualifications - CPA preferred. - Minimum of 3-5 years of experience in financial analysis, preferably in healthcare. - Strong knowledge of financial reporting, budgeting, and forecasting. - Proficiency in Microsoft Excel, financial modeling, and accounting systems. - Ability to analyze complex financial data and present findings clearly. - Strong communication and collaboration skills to work cross-functionally. - Fluent in English. - Experience with hospital finance and healthcare contracts is a plus.

The Financial Analyst contributes to the overall success of the Financial Planning and Analysis unit ensuring individual goals, plans, and initiatives are executed and delivered in support of the Bank's business strategies and objectives. Supports and assists the Financial Planning Manager in the completion of monthly financial reports, financial analysis, preparation of budget and forecast processes. Assist in the preparation of presentations for Board of Directors, financial presentations, industry/peer group comparison. Is the supporting engine in the financial analysis function to support management, line of business and in the decision-making process by the business. Position works hybrid mode, based in San Juan, PR. MAJOR DUTIES AND RESPONSIBILITIES: Support the Bank's Strategic Plan through the development reports and dashboards to support senior management and business units monitoring and achievement of strategic goals. Ensure that these are rendered on a timely basis and with the required quality level. Perform moderately complex statistical, cost and financial analysis of financial reports and data, and prepare ad hoc analysis for management. Utilize system resources to extract and organize relevant business information for purposes of analysis and/or inclusion in monthly financial reporting packages. Provide support in the analysis of the annual budget and periodic forecasting processes, and monthly statistical reporting including financial performance, variance explanations, and cost analysis. Other duties may be assigned. EDUCATION AND EXPERIENCE: Bachelor's degree in Finance or Accounting required. Two (2) years of experience working with design, development and creation of reports in MS office, SQL, Financial Systems or other operative financial systems required. Minimum education and experience required can be substituted with the equivalent combination of education, training, and experience that provides the required knowledge, skills and abilities. Proficiency in MS Office (Excel, Outlook etc.) and other business applications required. Experience with Business Intelligence tools (i.e., Power Bi) is highly desirable. Knowledge in the use of financial systems (Workday, SAP, Oracle) preferred. Excellent communications skills and enhanced analytical skills. Fully Bilingual - English and Spanish (written and verbal) required. WORK AUTHORIZATION & ELEGIBILITY: Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization. Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization. Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities) Recruitment Privacy Statement Compliance Posters #LI-Hybrid

Invest Puerto Rico (IPR) is a non-profit organization created by the Government of Puerto Rico via Law 13-2017 with the mission of promoting Puerto Rico as a competitive investment jurisdiction to attract new business and external capital to the Island. Overview The range of responsibilities will include: financial management and development and optimization around the key internal controls of the organization, acting as a subject matter expert in internal finance policies, including areas such as revenue recognition and developing a best-in-class financial processes. Duties and Responsibilities: Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity expenditure against budgets; • Maintain rolling cashflow projection; • Maintain A/P, A/R & asset registers Compliance and Internal controls • Ensures that contractors adhere to and abide by the clients' contractual terms and guidelines; • In charge of all reporting requirements for the organization's projects and grant funds; • Manages the continuous revision of processes & SOPs • Manages an end-to-end audit process of current systems - while acting as the first point of contact for external auditors (audits and tax requirements) • Update financial risk assessments Required Qualifications: • Bachelor's degree in Accounting or Finance • CPA license desirable • 2-4 years experience in administrative and financial management of large-scale, complex, international and grant-funded programs; • 2-4 years experience in grant's management, including proposals, contracting and financial reporting • 2-4 years experience in financial/funds management and reporting; • Ability to work effectively under pressure and to manage competing priorities; • Outstanding team player and willingness to learn and support learning of others; • Highly Fluent in Written and Spoken English and Spanish Invest PR is an Equal Opportunity Employer.

**Req number:** R6673 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** We are looking for a Financial Analyst ready to take us to the next level! If you have extensive experience involving Financial Reporting, Monthly Analysis, and forecasting and are looking for your next career move, apply now! **Job Description** CAI's **Financial Analyst** provides leadership and expertise in operational and financial support for a defined area. Works directly with the EVP (Executive VP), account managers, sales associates, and corporate staff to effectively support that area's needs. Creativity and independent decision making are required. A strong focus on Financial Planning and analysis is a key part of this role. This position will be **full-time** and **remote.** **What You'll Do** + Understand the business so you can lead financial discussions and point out areas of concern/opportunity + Foster the team goal of digitizing financial results and metrics, ensure you are promoting the use of the tools being built + Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns + Assess monthly financials for discrepancies and error reporting + Prepare monthly forecasts for operating divisions and cost centers + Prepare ad hoc reports to support management in financial decision making + Provide payroll documentation for salary and bonus payouts + Prepare financial reports for Return on Investment, and other decision support models + Understand the business operations of divisions and cost centers to provide business support + Assist divisions and cost centers in creating new project structures to allow associates and subcontractor personnel to report time and expenses + Responsible for correct project/customer set up that enables invoicing based off Customer SOW's, reviewing/analyzing RFP's for new project bids - finding costs that could affect profit margins **What You'll Need** Required: + Bachelor's Degree in Accounting/Finance/Business Administration + 2-3+ years of Financial Analysis/Forecasting experience within Corporate Finance/Accounting + Experienced with Microsoft Office, especially Microsoft Excel (Pivot Tables) Preferred: + Experience with Workday is highly preferred + Strong analytical and problem-solving skills + Strong communication and collaboration skills + Ability to develop presentations and MS Word documents + Ability to understand financial statements **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard and monitor **\#LI-JE1** **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $70,000 - $80,000 The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.

The Financial Analyst is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company. ESSENTIAL ROLES AND RESPONSIBILITIES Asist in the preparation of annual corporate budgets and forecasts. Assist in the development of models to compare actual results with budgets. Identifying trends in financial performance and provide recommendations for improvement. Assist in the preparation of financial analysis and pricing models upon management request. Provide support as needed during the monthly accounting closing cycle. Assist in the preparation of Financial Statements reporting. Prepare reports, analysis and presentations requested by customers and management. Gather information necessary to prepare project viability comparison analysis. Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities. Reconciles transactions by comparing and correcting data, drug cost control and reporting. Maintains financial security by following internal controls. Maintains all financial/operations information confidential. Any other duties as assigned. Support all Quality Management Program Initiatives. TRAINING & EDUCATION BBA major in Accounting or Finance MBA preferred but not required LICENSURE / CERTIFICATION Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred) PROFESSIONAL EXPERIENCE Minimum 5 years' experience in financial analysis, budgeting, and accounting closing cycle. PROFESSIONAL COMPETENCIES Knowledge: Fully Bilingual English and Spanish Financial Analysis Budgeting Accounting Closing Cycle Process Cost Accounting knowledge Basic SQL knowledge and Access Office 365, mainly Excel PowerBI Skills: Strong analytical skills Great presentation skills Good oral and written communication skills Excellent time management and organizational skills Attention to detail. Research Skills Accurate Data Analysis Skills Ability: Ability to multitask and meet constant deadlines. Adaptability to changing structures and situations. PHYSICAL AND MENTAL DEMANDS: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk. The position requires that the weight be lifted, and force is exerted up to 25 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. ENVIRONMENTAL AND WORKING CONDITIONS This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Require evening or weekend work. PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans

Job Description The Financial Analyst reports to the Sr. Budget & Financial Manager and is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company. ESSENTIAL ROLES AND RESPONSIBILITIES Asist in the preparation of annual corporate budgets and forecasts. Assist in the development of models to compare actual results with budgets. Identifying trends in financial performance and provide recommendations for improvement. Assist in the preparation of financial analysis and pricing models upon management request. Provide support as needed during the monthly accounting closing cycle. Assist in the preparation of Financial Statements reporting. Prepare reports, analysis and presentations requested by customers and management. Gather information necessary to prepare project viability comparison analysis. Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities. Reconciles transactions by comparing and correcting data, drug cost control and reporting. Maintains financial security by following internal controls. Maintains all financial/operations information confidential. Any other duties as assigned. Support all Quality Management Program Initiatives. TRAINING & EDUCATION BBA major in Accounting or Finance MBA preferred but not required LICENSURE / CERTIFICATION Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred) PROFESSIONAL EXPERIENCE Minimum 5 years' experience in financial analysis, budgeting, and accounting closing cycle. PROFESSIONAL COMPETENCIES Knowledge: Fully Bilingual English and Spanish Financial Analysis Budgeting Accounting Closing Cycle Process Cost Accounting knowledge Basic SQL knowledge and Access Office 365, mainly Excel PowerBI Skills: Strong analytical skills Great presentation skills Good oral and written communication skills Excellent time management and organizational skills Attention to detail. Research Skills Accurate Data Analysis Skills Ability: Ability to multitask and meet constant deadlines. Adaptability to changing structures and situations. PHYSICAL AND MENTAL DEMANDS: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk. The position requires that the weight be lifted, and force is exerted up to 25 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. ENVIRONMENTAL AND WORKING CONDITIONS This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Require evening or weekend work. PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans

We are seeking a highly skilled and experienced Financial Analyst with ERP Implementation Project Experience to join our consulting firm. As a Financial Analyst, you will be responsible for providing financial expertise and insights during ERP implementation projects for our clients. Your strong understanding of finance and project management will be essential in ensuring successful project execution and delivering value to our clients. Responsibilities: Financial Analysis: Conduct detailed financial analysis of client organizations, including reviewing financial statements, assessing financial processes, and identifying areas for improvement. Analyze financial data to understand the impact of ERP implementation on key financial metrics, such as profitability, cash flow, and return on investment. Requirements Gathering: Collaborate with clients to understand their financial requirements and objectives related to the ERP implementation project. Conduct interviews and workshops to gather relevant financial data and document business processes. Financial Planning and Modeling: Assist clients in developing financial plans and models to support the ERP implementation project. This includes creating financial forecasts, budgeting, and conducting scenario analysis to evaluate the financial impact of different implementation strategies. Change Management: Support clients in managing the financial aspects of organizational change resulting from the ERP implementation. Help develop change management plans, including financial training and communication strategies, to ensure smooth transitions and minimize disruptions. Data Migration and Integration: Work with project teams to ensure accurate and efficient migration of financial data into the ERP system. Collaborate with technical teams to integrate financial systems and ensure data integrity during the implementation process. Risk Assessment and Mitigation: Identify financial risks associated with the ERP implementation project and develop mitigation strategies. Conduct risk assessments, monitor financial controls, and recommend measures to minimize financial risks and ensure compliance with regulations. Reporting and Documentation: Prepare financial reports and documentation related to the ERP implementation project. This includes financial status updates, cost-benefit analysis, ROI calculations, and other financial deliverables as required by the project stakeholders. Stakeholder Management: Collaborate with project managers, client finance teams, and other stakeholders to ensure effective communication and coordination throughout the ERP implementation project. Provide financial insights and recommendations to support decision-making and project success. Qualifications: Bachelor's degree in finance, accounting, or a related field. A Master's degree or professional certification (e.g., CFA, CPA) is preferred. Proven experience as a Financial Analyst, preferably in a consulting or project-based environment, with specific experience in ERP implementation projects. Strong understanding of finance and accounting principles, as well as knowledge of ERP systems and their financial modules. Proficiency in financial modeling and forecasting techniques. Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights. Strong communication and presentation skills, with the ability to communicate financial concepts effectively to both finance and non-finance stakeholders. Project management experience and familiarity with project management methodologies. Attention to detail and ability to work independently in a fast-paced, client-focused environment. Strong problem-solving skills and ability to adapt to changing project requirements. Experience with ERP systems such as SAP, Oracle, or Microsoft Dynamics is preferred.

Job Description DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives. Our approach is comprised of four core components: Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses. Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received. Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies. Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs. About the Role We are seeking a highly skilled Tax Analyst Senior to join our team. As a Tax Analyst Senior, you will be responsible for providing tax advisory services to our clients, ensuring compliance with tax laws and regulations, and analyzing tax policies to identify potential risks and opportunities. You will also be responsible for developing and maintaining strong client relationships, providing exceptional client service, and managing client expectations. Responsibilities as a Tax Preparer will include: Lead and manage complex tax engagements from planning through delivery Prepare and review Puerto Rico income tax returns (corporate, partnership, individual) Develop and advise on tax strategies under Act 60 and other Puerto Rico incentive laws (Acts 20, 22, 73, 83) Prepare ASC 740-compliant tax provisions for client entities and internal reporting Oversee filings and ensure compliance with: Informative Returns (Forms 480.x series) Business Declarations, Volume Reports, and Personal Property Tax Returns Act 60 Tax Return for Exempt Businesses (480.30(II) DI) Collaborate across legal, compliance, and finance teams on permits and filings. Provide tax advisory services to clients, including tax planning, compliance, and research Ensure compliance with tax laws and regulations Analyze tax policies to identify potential risks and opportunities Develop and maintain strong client relationships, providing exceptional client service, and managing client expectations Collaborate with cross-functional teams to deliver high-quality tax services to clients Minimum Qualifications: Bachelor's degree in Accounting, Finance, or related field 5+ years of experience in tax preparation and compliance Strong analytical skills with attention to detail Strong knowledge in Generally Accepted Accounting Principles (GAAP) and tax laws and regulations Excellent analytical and problem-solving skills Strong communication and interpersonal skills Bilingual English and Spanish Preferred Qualifications: Master's degree in Accounting, Finance, or related field Certified Public Accountant (CPA) Skills: As a Tax Analyst Senior, you will utilize your expertise in United States Generally Accepted Accounting Principles (GAAP) and tax accounting to provide tax advisory services to clients. You will also use your analytical and problem-solving skills to analyze tax policies and identify potential risks and opportunities. Your strong communication and interpersonal skills will be essential in developing and maintaining strong client relationships, providing exceptional client service, and managing client expectations. Additionally, your experience with tax return preparation and review, sales tax applications, and individual and corporate tax compliance will be beneficial in this role. Qualified candidate must apply and complete our job application. DECA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.

Invest Puerto Rico (IPR) is a non-profit organization created by the Government of Puerto Rico via Law 13-2017 with the mission of promoting Puerto Rico as a competitive investment jurisdiction to attract new business and external capital to the Island. Overview The range of responsibilities will include: financial management and development and optimization around the key internal controls of the organization, acting as a subject matter expert in internal finance policies, including areas such as revenue recognition and developing a best-in-class financial processes. Duties and Responsibilities: Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity expenditure against budgets; • Maintain rolling cashflow projection; • Maintain A/P, A/R & asset registers Compliance and Internal controls • Ensures that contractors adhere to and abide by the clients' contractual terms and guidelines; • In charge of all reporting requirements for the organization's projects and grant funds; • Manages the continuous revision of processes & SOPs • Manages an end-to-end audit process of current systems - while acting as the first point of contact for external auditors (audits and tax requirements) • Update financial risk assessments Required Qualifications: • Bachelor's degree in Accounting or Finance • CPA license desirable • 2-4 years experience in administrative and financial management of large-scale, complex, international and grant-funded programs; • 2-4 years experience in grant's management, including proposals, contracting and financial reporting • 2-4 years experience in financial/funds management and reporting; • Ability to work effectively under pressure and to manage competing priorities; • Outstanding team player and willingness to learn and support learning of others; • Highly Fluent in Written and Spoken English and Spanish Invest PR is an Equal Opportunity Employer.

The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, pricing models, data analysis and reports for the company and monitoring actual results and trends. ESSENTIAL ROLES AND RESPONSIBILITIES Prepare financial analysis and pricing models upon management request. Perform data analysis by collecting and analyzing data & patterns, presenting findings, facilitating informed decision-making and problem resolution. Prepare reports, analysis, and presentations requested by customers and management. Reconciles customer's actual performance with contract terms and definitions on a monthly, quarterly and/or annual basis. Also, provide responses to submitted findings and perform corrections as necessary. Identifying trends in financial performance and provide recommendations for improvement. Provide support as needed during the monthly accounting closing cycle. Responsible for maintaining Client Side Pricing Tool, including but not limited to: updating contracted pricing, coordinating with IT department to make necessary programming requested by client or management, and perform testing. Coordinate with IT department the creation and validation of different reports required by management to analyze business trends and activities. Maintains technical knowledge by attending educational workshops, reviewing publications (NCPDP). Protect operations by keeping financial information confidential. Contributes to team effort by accomplishing related results as needed. Other tasks and responsibilities as required by Supervisor. TRAINING & EDUCATION • BBA major in Finance or Accounting. LICENSURE / CERTIFICATION • CMA or CPA, preferred. PROFESSIONAL EXPERIENCE • Five (5) or more years of experience in a combination of financial analysis, reporting and accounting closing cycle. • PBM and/or Medicare experience, preferred. PROFESSIONAL COMPETENCIES Knowledge: • Expert Knowledge in MS Office, mainly Excel and Power BI. • Basic SQL knowledge, preferred. • Fully bilingual English and Spanish. Skills: • Strong analytical skills. • Great presentation skills. • Good oral and written communication skills. Abilities: • Excellent time management and organizational ability. • Ability to multitask and meet constant deadlines. • Adaptability to changing structures and situations. PHYSICAL AND MENTAL DEMANDS • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk. • The position requires that weight be lifted, and force be exerted up to 25 pounds. • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ENVIRONMENTAL AND WORKING CONDITIONS • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Requires evening or weekend work PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans

We are seeking a motivated and experienced Financial Analyst to join our Finance Team. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information and have the desire to influence a company's decisions and performance. Using your strong analytical skills, you will review data surrounding payment performance metrics (such as payment acceptance rates, chargebacks, fraud rates) in order to develop strategies to drive revenue growth within the business while reducing risk. You should be a strong partner who enjoys working cross-functionally to drive growth. You should also be comfortable creating and taking on assignments where you may have little prior knowledge and seeing them to completion. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to our e-commerce platform. About this team As our Financial Analyst, you will report to the Finance Director, Payments, and will be a key member of the team supporting BOLD's payments team. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information and have the desire to influence the company's decision-making and performance. Using your strong analytical skills, you will review data surrounding payments performance metrics (such as payment acceptance rates, chargebacks, and fraud rates) in order to develop strategies to drive revenue growth within the business while reducing risk. You should be a strong partner who enjoys working cross-functionally to drive growth. You should also be comfortable creating and taking on assignments where you may have little prior knowledge and seeing them to completion. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to our e-commerce platform. What you'll do Analyze and interpret large quantities of data as it related to payment acceptance, chargebacks, fraud rates, and other payment performance metrics Monitor and forecast payment related metrics, and predict customer behaviors through data analysis and modeling Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial modeling Review and make recommendations toward our payment processor allocation strategies in order to drive revenue growth Make recommendations to improve operations, anti-fraud processes and system enhancements What you'll need Finance or other Analytical degree required 2+ years work experience in an analytical role such as finance or business analytics Ability to collaborate with and across teams throughout the company, including Finance, Platform, Customer Support, Product, and Marketing to drive results Extensive experience in building complex financial models, conducting quantitative and qualitative financial analysis and scenario analysis Strong written, verbal and presentation communication skill Experience in presenting analysis to senior executives and working as a business partner across all departments Thrive in a complex, fast-paced environment; Advanced Microsoft Excel and PowerPoint Skills Strong analytical, quantitative, and problem-solving skills What's good to have Master's degree Experience with SiSense, Tableau or other data visualization tools Previous experience in Payments is a plus Benefits Outstanding Compensation Competitive salary Bi-annual bonus 401(k) plan with match Equity in company Internet and home office reimbursement In-Office Catered Breakfast & Lunches 100% Full Health Benefits Medical, dental, and vision (optional plans for your family) Life & long-term disability insurance (optional) Mental health support and resources Wellness reimbursement (gym, health apps, etc.) Flexible Time Away Flexible PTO Sick time policy Observed holidays Certain group health plans are required to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the Triple S Salud medical benefit plans are linked below as of July 1, 2022: ********************************************************************************** #LI-Remote

**_What Customer Service Operations contributes to Cardinal Health_** Contracts and Billing is responsible for finance related activities such as customer and vendor contract administration customer and vendor pricing, rebates, billing (including drop-ships), processing chargebacks and vendor invoices and developing and negotiating customer and group purchasing contracts. + Demonstrates knowledge of financial processes, systems, controls, and work streams. + Demonstrates experience working collaboratively in a finance environment coupled with strong internal controls. + Possesses understanding of service level goals and objectives when providing customer support. + Demonstrates ability to respond to non-standard requests from vendors and customers. + Possesses strong organizational skills and prioritizes getting the right things done. The Accounts Receivable Team Lead performs day-to-day AR functions with the goal of ensuring that all policies and procedures related to providing consistent, supervisor customer/patient care are adhered to, and service & production goals are met effectively and efficiently. They will work within the scope of responsibilities as dictated below with guidance and support from AR & Billing leadership teams. **_Responsibilities_** + Provides ongoing leadership and support to team associates to ensure that day-to-day service and production goals are met. + Assists management in monitoring associates' goals and objectives daily; motivates and encourages associates to maximize performance. + Provides ongoing feedback, recommendations, and training as appropriate. + Assists supervisors in ensuring staff adherence to company policy and procedures. + Assists supervisors in related personnel documentation as required, necessary, or appropriate. + Acts as a subject matter expert in claims processing. + Processes claims: investigates insurance claims; properly resolves by follow-up & disposition. + Lead and manage escalation projects, addressing complex issues and ensuring timely resolution to maintain optimal account receivables performance and client satisfaction. + Resolves complex insurance claims, including appeals and denials, to ensure timely and accurate reimbursement. + Verifies patient eligibility with secondary insurance company when necessary. + Bills supplemental insurances including all Medicaid states on paper and online. + Oversees appeals and denials management to maximize revenue recovery and minimize financial leakage, ensuring all claims are accurately processed and followed up in a timely manner. + Manages billing queue as assigned in the appropriate system. + Investigates and updates the system with all information received from secondary insurance companies. + Ensures that all information given by representatives is accurate by cross referencing with the patient's account, followed by using honest judgement in any changes that may need to be made. + Processes denials & rejections for re-submission (billing) in accordance with company policy, regulations, or third party policy. + Updates patient files for insurance information, Medicare status, and other changes as necessary or required as related to billing when necessary **_Qualifications_** + 6+ years of experience, preferred + High School Diploma, GED or technical certification in related field or equivalent experience, preferred + Proficiency in Microsoft Excel (e.g., pivot tables, formulas), preferred **_What is expected of you and others at this level_** + Takes the lead in effectively applying and teaching new processes and skills in order to accomplish a wide variety of assignments + Comprehensive knowledge in technical or specialty area + Ability to apply knowledge beyond own areas of expertise + Performs the most complex and technically challenging work within area of specialization + Preempts potential problems and provides effective solutions for team + Works independently to interpret and apply company procedures to complete work + Provides guidance to less experienced team members + May have team leader responsibilities but does not formally supervise **Anticipated hourly range:** $22.30 - $32.00/hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/8/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Our Tax Division is currently evaluating professionals that wish to join the firm as a Tax Senior. Requirements: Bachelor's degree in accounting. CPA preferable. 3 years of experience as Senior. Ability to work effectively in a team environment. Fully bilingual.