Financial Analyst - Customer Reporting

Agiliti; Eden Prairie (MN); On-site; USD 54,000 - 86,000; Full time

Job summary

Agiliti in Eden Prairie, Minnesota, seeks a Financial Analyst – Customer Reporting to create ad-hoc and recurring reporting supporting customer contracts. The role supports internal and external stakeholders with timely, accurate reporting of billing, KPIs, rebates, admin fees, and contract compliance, enabling informed decision making and stronger customer relationships.

The position requires collaboration across finance, commercial, and other teams, with emphasis on developing tools and models

Qualifications

• Bachelor's degree in a business related field.
• Experience in financial analysis preferred.
• Strong problem solving and analytical skills.
• Proficiency with Excel and PowerPoint.

Responsibilities

• Serve as the corporate point of contact for hospital and health system reporting requests.
• Manage inquiries and analytics for KPIs, GPO revenue and rebates.
• Provide financial support to finance, commercial and other corporate teams.
• Prepare, consolidate, and distribute various financial reports and analyses.
• Enhance financial reports to provide greater business insights into performance.
• Build models and tools to determine payout amounts and track contract performance.
• Identify areas for process improvements to boost productivity and efficiency.
• All other projects and duties as assigned.

Skills

Problem solving

Analytical thinking

Time management

Communication

Education

Bachelor's degree in business related field

Tools

Excel

PowerPoint

Job description

Position Summary

The Financial Analyst – Customer Reporting creates ad-hoc and recurring reporting in support of Agiliti’s customers and contracts. This role will support both internal and external stakeholders with timely and accurate reporting of billing, key performance indicators (KPIs), rebate programs, administrative fees, contract compliance and other relevant metrics. The position provides critical information supporting Agiliti’s strategic customer relationships.

Primary Objectives And Responsibilities

• Serve as the corporate point of contact for hospital and health system reporting requests and customer facing reviews
• Manage and execute inquiries, and analytics as they pertain to KPIs, GPO revenue and admin fees, and rebates
• Provide financial support to finance, commercial and other corporate teams
• Responsible for preparing, consolidating, and distributing various financial reports and analyses
• Enhance financial reports to give greater business insights into performance
• Understands internal and external business challenges and recommends best practices to improve processes and services
• Builds mathematical models & tools to determine payout amounts and track contract performance
• Identifying areas of potential process improvements across the team to enhance productivity and efficiency
• All other projects and duties as assigned

Qualifications

• Bachelor's degree in business related field
• Experience in financial analysis preferred

Knowledge, Skills, And Abilities

• Proficiency working with entire Microsoft office suite, specifically Excel and PowerPoint
• Strong problem solving & analytical skills
• Ability to perform under time constraints
• Ability to prioritize and execute with proficiency
• Exceptional communication skills, both written and verbal
• Ability to strategically plan and prioritize activity and accurately drive multiple projects to completion
• Demonstrate project ownership and cross departmental collaboration and delegation

DISCLAIMER

This job description in no way states or implies that these are the only duties to be performed by the employee in this position. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed. The incumbent is expected to perform other duties necessary for the effective operation of the department and the company.

It is the policy of Agiliti to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, age, physical or mental disability, genetic information, marital status, status as a veteran, military service, or any other characteristic protected by applicable federal, state, or local civil rights laws. In addition, Agiliti will provide reasonable accommodations for qualified individuals with disabilities. Agiliti strictly prohibits any form of retaliation against individuals who make good faith reports of alleged violations of this policy or who cooperate in Agiliti’s investigation of such reports.

You may be required to obtain certain vaccinations, or provide proof of current vaccination status, based on customer and/or company requirements. If vaccination is required, Agiliti will provide specific directions and cover the expense at a participating clinic. Please note, this includes the COVID-19 vaccination.

Agiliti offers a robust suite of benefits for regular, full-time, non-union employees including: health insurance options for Medical, Dental & Vision plans, Short- and Long-Term Disability plans, Flexible Spending Accounts, Health Savings Accounts, Life Insurance Options, Paid Time Off, 401K Saving Plan with employer match, Employee Discounts, Tuition Reimbursement, Daily Pay program, Employee Assistance Program, and wellness programs.

Agiliti is an equal opportunity employer and provides reasonable accommodations to employees and applicants consistent with state and federal law.

Primary Job Location

Corporate MN

Job Title

Financial Analyst – Customer Reporting

Company

Agiliti

Location City

Eden Prairie

Location State

Minnesota

Pay Range for All Locations Listed

$53,637.03 - $85,840.79

This range represents the low and high ends of the Agiliti pay range for this position. This base pay range information is based on the market locations shown.

For sales positions, this range combines the base salary and the target incentive pay.

The actual pay offered may vary depending on several factors including geographic location, experience, job-related knowledge, skills, and related factors.

Dependent on the position offered, short-term and/or long-term incentives may be provided as part of the compensation.