Finance Analyst
The Finance Analyst will collaborate with the accounting and finance teams to provide centralized support for project financial data and contract details. This role will be responsible for overseeing project setup and maintaining centralized databases containing essential contractual information related to revenue recognition, invoicing, and other accounting functions.
Job Summary
The Finance Analyst will collaborate with the accounting and finance teams to provide centralized support for project financial data and contract details. This role will be responsible for overseeing project setup and maintaining centralized databases containing essential contractual information related to revenue recognition, invoicing, and other accounting functions.
Job Duties and Responsibilities
- Perform daily, weekly, and monthly maintenance of project data across multiple databases.
- Perform project setup for all new projects, including working directly with Account Services and Business Development managers to ensure accuracy of setup.
- Perform accounting and contract review for all new contracts, including loading new contracts into the accounting system.
- Project and budget setup including performing quality control checks across multiple systems and interfaces.
- Maintain a log of project setup variances and manage process of corrections across required systems.
- Research, develop, and maintain historical datasets.
- Liaise with Account Services to gather and track operational data.
- Gather and maintain project data for revenue events such as attendance (HCP) data, type, payment amount, and unpaid attendance tracking.
- Maintain central data files in support of project revenue recognition and forecasting tools.
- Maintain routine operational performance metrics such as utilization, network membership, and other financial KPIs.
- Support financial analysis related to product profitability and pricing.
- Support ad hoc requests and miscellaneous special projects as needed.
Education, Experience, and Skills
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- 2-3 years’ experience as a financial analyst, preferably in a project-based environment
- High attention to detail and accuracy
- Proficiency in Excel
- Experience with Microsoft Dynamics and/or Power BI is a plus
- Strong communication and presentation abilities
- Ability to work collaboratively with cross-functional teams
Key Competencies
- Financial Analysis & Reporting – Ability to interpret financial data, generate reports, and provide insights to support decision-making.
- Accounting & Financial Principles –Understanding of product profitability, financial statements, budgeting, and revenue recognition.
- Data Management & Analysis – Proficiency in handling large datasets, using Excel, or financial software to analyze trends and forecasts.
- Attention to Detail – Ensuring accuracy in financial records, contract details, and reporting to prevent errors.
- Communication & Collaboration – Effectively conveying financial insights to stakeholders and working cross-functionally with accounting, finance, and project teams.
Conditions of Employment:
Verification of employment history, professional references, and education or training.
Working Conditions and Physical Effort:
- Work is normally performed in a typical interior/office work environment
- Travel may be required based on business needs (domestically and internationally)
Aptitude Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
