Financial Analyst

Valeris, Inc.; Morrisville, Jeffersonville (NC, IN); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision plans

401(k) matching

Paid time off & holidays

Job summary

Valeris is seeking a Financial Analyst in Morrisville, NC to support the financial performance of customer programs through data analysis, reporting, and reconciliations. You will collaborate with Finance, Client Services, and Operations to ensure accurate billing and insightful reporting.

The role emphasizes preparing reports on revenue and program performance, maintaining internal controls, and driving process improvements while supporting month-end close and reconciliations.

Qualifications

• Bachelor’s degree required; 3+ years in financial analysis or similar finance role preferred.
• Strong analytical skills with ability to analyze large datasets and explain findings clearly.
• Advanced Excel skills (pivot tables, lookups) and data analysis capabilities.

Responsibilities

• Analyze financial and operational data to identify trends and variances, and provide practical recommendations.
• Prepare recurring and ad hoc reports on revenue, receivables, cash activity, and program performance.
• Perform billing review and account reconciliation; investigate discrepancies and support conclusions.
• Support month-end close with reconciliations, accruals, journal entries, and supporting schedules.

Skills

Analytical thinking

Advanced Excel

Communication

Attention to detail

Time management

Education

Bachelor’s degree in Finance, Accounting, Business, Economics, or related field

Tools

ERP systems

Reporting tools

Job description

Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris revolutionizes the path from life sciences innovation to real-life impact to build a world in which every patient gets the care they need. Valeris works on behalf of life sciences companies to improve the patient experience so that patients can access and adhere to critical medications. Backed by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Valeris provides commercialization solutions to more than 500 life sciences customers and has provided access and affordability support to millions of patients. The company is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana. To learn more about Valeris, please visit www.valeris.com.The Financial Analyst supports the financial performance of customer programs through data analysis, reporting, billing review, and account reconciliation. This role connects information across systems, investigates differences, and explains findings clearly to Finance and operational partners. The analyst helps ensure financial activity is accurate, well supported, and useful for business decisions.Key Responsibilities:Financial Analysis & ReportingAnalyze financial and operational data to identify trends, explain variances, and provide practical recommendations.Prepare recurring and ad hoc reports on revenue, receivables, cash activity, and customer program performance.Develop clear analyses and reporting tools that help stakeholders understand results and make informed decisions.Billing & Account ReconciliationReview billing and related activity for accuracy and completeness; investigate discrepancies from source data through resolution.Reconcile balances and transactions across reports, customer records, and the general ledger, maintaining clear support for conclusions.Monitor open items and work with internal partners to resolve financial questions in a timely manner.Month-End & Financial ControlsSupport month-end close through account reconciliations, accruals, journal entries, and supporting schedules.Assist with revenue and deferred revenue analysis and reconciliations as needed.Maintain reliable documentation and follow established financial controls and approval processes.Collaboration & ImprovementPartner with Finance, Client Services, and Operations to understand business activity and its financial impact.Interpret relevant contract terms and business processes to support accurate billing and reporting.Identify ways to improve data quality, reporting, and the efficiency of financial processes.Qualifications:RequiredBachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.At least 3 years of experience in financial analysis, financial operations, or a related finance role.Strong analytical skills, including the ability to work with large datasets, investigate differences, and explain findings.Advanced Excel skills, including pivot tables, lookups, and data analysis.Clear communication, sound judgment, attention to detail, and the ability to manage multiple priorities.PreferredExperience with billing, receivables, reconciliations, or month-end reporting.Experience with ERP systems, reporting tools, or process improvement.Familiarity with GAAP and revenue recognition principles.Physical Demands & Work EnvironmentWhile performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms. Prefer candidates who can type at least 35 words per minute with 97% accuracy.Although very minimal, flexibility to travel as needed is preferred.This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc.Why Work for Valeris?We’re committed to supporting the well-being and success of our team members. As part of our organization, full-time employees can expect:Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costsAdditional health support, including telehealth and Employee Assistance Program (EAP) servicesCompany match on Health Savings Account contributionsFree Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vestingPaid Time Off (PTO) and Sick Leave to support work-life balanceTeam members receive nine paid holidays plus two floating holidaysOpportunities for advancement in a company that supports personal and professional growthA challenging, stimulating work environment that encourages new ideasWork for a company that values diversity and makes deliberate efforts to create an inclusive workplaceA mission-driven, inclusive culture where your work makes a meaningful impactAny offer of employment is contingent upon the successful completion of a background check and, depending on the position, a drug screen in accordance with company standards. Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position. Responsibilities and tasks may be modified at any time, with or without notice.Our Commitment to Equal OpportunityAt Valeris, we don’t just accept difference – we celebrate it, support it and we thrive on it for the benefit of our employees, our products and our community. Valeris is proud to be an equal opportunity employer.