Financial Analyst

Valeris; North Carolina; Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision plans with

Health Savings Account (HSA) and FSA-?

401(k) with company match

Paid Time Off and holidays

Professional growth opportunities

Résumé du poste

Valeris in Morrisville, NC is seeking a Financial Analyst to support the financial performance of customer programs through data analysis, reporting, billing review, and account reconciliation. You will connect information across systems, investigate differences, and explain findings clearly to Finance and operations partners, ensuring accuracy and usefulness for business decisions.

This role offers a collaborative environment with opportunities to improve data quality, reporting, and financial

Qualifications

• Bachelor's degree or equivalent experience in finance-related field.
• At least 3 years of experience in financial analysis, operations, or related finance role.
• Strong analytical capabilities with large datasets and variance analysis.
• Advanced Excel skills (pivot tables, lookups, data analysis).
• Clear communication, sound judgment, and ability to manage multiple priorities.

Responsabilités

• Analyze financial and operational data to identify trends, explain variances, and provide actionable recommendations.
• Prepare recurring and ad hoc reports on revenue, receivables, cash activity, and program performance.
• Review billing and reconcile balances across reports, customer records, andGL with clear support for conclusions.
• Support month-end close with reconciliations, journal entries, and accruals; assist with revenue analysis.
• Collaborate with Finance, Client Services, and Operations to understand activity and its financial impact.

Connaissances

Advanced Excel (Pivot Tables & Lookups

Analytical skills

Clear communication

Formation

Bachelor's degree in Finance/Accounting/Business/Economics or related field

Outils

ERP systems

Data reporting tools

Description du poste

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 & Reporting

• Analyze 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 Reconciliation

• Review 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 Controls

• Support 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 & Improvement

• Partner 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

Required

• Bachelor'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.

Preferred

• Experience 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 Environment

• While 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?

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs
• Additional health support, including telehealth and Employee Assistance Program (EAP) services
• Company match on Health Savings Account contributions
• Free Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000
• Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability
• 401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vesting
• Paid Time Off (PTO) and Sick Leave to support work-life balance
• Team members receive nine paid holidays plus two floating holidays
• Opportunities for advancement in a company that supports personal and professional growth
• A challenging, stimulating work environment that encourages new ideas
• Work for a company that values diversity and makes deliberate efforts to create an inclusive workplace
• A mission-driven, inclusive culture where your work makes a meaningful impact

Any 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 Opportunity

At 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.