Financial Specialist

Position Summary

The Financial Specialist is a high-visibility role that partners with the VP, Finance, CFO, Accounting, Commercial, Operations, and Legal to build scalable treasury, billing, and customer contract processes for a healthcare-focused business in active growth.

Essential Duties And Responsibilities

• Help establish treasury activities, including daily cash visibility, bank account administration, cash movement controls, and short-term liquidity reporting.
• Support integration of acquired businesses into treasury, billing, customer master, and finance operating processes.
• Review new customer contracts, amendments, renewals, and implementation documents in the healthcare industry to interpret pricing, payment terms, billing requirements, service commitments, and operational handoffs.
• Translate contract terms into accurate customer setup, billing logic, invoice requirements, and internal documentation; coordinate with Sales, Operations, Legal, and Accounting to ensure execution.
• Lead finance-side coordination for billing activity integration related to acquisitions, new customer onboarding, and process changes; identify gaps, control needs, and standardization opportunities.
• Ensure invoices reflect current contract pricing, payment terms, and customer-specific billing requirements; investigate and resolve discrepancies in a timely manner.
• Maintain accurate contract and billing master data, including pricing schedules, contacts, billing addresses, PO requirements, and renewal/amendment tracking.
• Monitor invoice status, collections issues, and working capital trends; partner with internal teams and customers to improve cash conversion and issue resolution.
• Develop recurring reporting and analysis on cash, billing accuracy, collections trends, contract status, customer onboarding, and acquisition integration progress.
• Serve as a central finance partner in a highly visible role, taking on increasing ownership as the company grows and finance capabilities mature.

Qualifications

• 4+ years of progressive experience in treasury, finance operations, billing or revenue operations, accounts receivable, contract analysis, FP&A support, or related roles.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
• Strong experience reviewing customer contracts and translating commercial terms into billing, cash, and operational requirements.
• Experience supporting cash management, banking administration, payment controls, working capital analysis, or treasury operations.
• Strong analytical skills with the ability to reconcile information across contracts, billing systems, customer data, and financial reports.
• High attention to detail, strong ownership, and the ability to manage multiple priorities in a high-growth, acquisitive environment.
• Comfortable partnering cross-functionally with Finance, Accounting, Sales, Operations, Legal, and implementation teams.
• Strong written and verbal communication skills with the ability to surface risks, resolve issues, and support executive visibility.
• Prepare regular monthly reports on financials, KPIs, utilization, pricing tier movement, and effective rates.
• Analyze customer usage trends to identify customers approaching or exceeding contracted limits.
• Track effective hourly rates for fixed-price and unlimited usage contracts.
• Flag pricing, utilization and contract structures that may require renegotiation.

Skills & Certifications

• Advanced knowledge of Excel and other Microsoft Office programs (PowerPoint).
• Experience with ERP, billing, or contract management systems is strongly preferred.
• Experience in healthcare or healthcare-related customer contracting and billing is preferred.
• Exposure to budgeting, forecasting, and management reporting is strongly preferred.
• Experience with acquisitions, integrations, or private equity-backed growth environments is a plus.
• Familiarity with revenue recognition concepts and contract-to-cash controls is a plus.