Associate Financial Data Analyst (Remote)

Description and Requirements

ABOUT WCG: WCG’s clinical solutions are built on a foundation of best-in-class clinical services companies. We deliver transformational solutions that stimulate growth, foster compliance, and maximize efficiency for those performing clinical trials. WCG is proud to serve individuals on the frontlines of science and medicine, and the organizations striving to develop new products and therapies to improve the quality of human health. It is our role to empower them to accelerate advancement, while ensuring the risks of progress never outweigh the value of human life.

WHY WE LOVE WCG: At WCG, our employees are our most valuable asset, and as with all our assets, we invest in them with an eye toward future success. We provide each eligible employee with a comprehensive set of benefits designed to protect their personal and financial health to help make the most of their future.

• Comprehensive Benefits package - Health, Dental, Vision, Life Disability, 401k with match, and flexible spending accounts
• Employee Assistance Programs and additional work/life resources
• Referral Bonuses and Tuition Reimbursement
• Paid time off including holidays, vacation, and sick time
• Volunteer Time Off to benefit the community
• Opportunities for career development with on-the-job training, certification assistance, and continuing education reimbursement

The expected hourly range for this position is between $20.60 to $32.00. This range may vary based on the candidate's qualifications, experience, skills, education, and geographic location.

JOB SUMMARY: The Associate Financial Data Analyst is responsible for ensuring the accuracy and integrity of financial data entered into Salesforce, NetSuite, and our operational systems related to new sales. The Analyst will reconcile transactions as they are entered by Sales or Accounting, verifying key financial figures, such as contract value, are accurate. The role will support the maintenance of the company’s Customer and Item master records, ensuring sales are entered using existing records and flagged to leadership when new items are needed. This position provides an opportunity to develop your financial systems and data analysis skills while supporting essential processes in a collaborative environment.

ESSENTIAL DUTIES/RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The accountabilities listed below are representative of the knowledge, skills, and/or ability required.

• Reconcile Salesforce records with data from operational systems, ensuring all information is aligned and accurate.
• Confirm that unique identifiers and key attributes (customer IDs, contract value, projection estimates) are populated and match the source data.
• Review contract value calculators and ensure inputs are entered correctly.
• Collaborate with Sales and RevOps to resolve discrepancies and track errors in a log.
• Maintain and update master data for customer and item records and follow checklist when new items need to be requested from Finance Systems or Sales Ops.
• Assist in preparing weekly reports or summaries related to reconciled data, including number of records, number of errors, and status of open discrepancies.
• Streamline reconciliation workflows. Suggest and implement improvements, including checklists, templates, and instructions.
• Attendance and punctuality are essential functions of the position.
• Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.

EDUCATION REQUIREMENTS: Bachelor's Degree or equivalent combination of education, skills, and experience to successfully perform the job.

QUALIFICATIONS/EXPERIENCE:

• 0-3 years of experience in finance operations, accounting, or data analysis role.
• Familiarity with Salesforce (or other CRM system) and NetSuite (or similar financial system) is highly desired. Ability to quickly learn and navigate software to input, extract, and compare data is essential.
• Proficiency in Microsoft Excel is required. Should be comfortable with basic formulas and data manipulation. Experience with functions like VLOOKUP, pivot tables, and data filtering for reconciliation tasks is a plus.
• Exceptional attention to detail and accuracy in handling data. This role involves repetitive data checks, so the ability to maintain focus and catch inconsistencies is critical.
• Strong written and verbal communication skills. Able to clearly document discrepancy reports and communicate to team members in finance or sales.
• Highly organized and process-oriented with the ability to follow procedures and checklists reliably.

TRAVEL REQUIREMENTS:

Physical and Sensory Requirements: The physical and sensory requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be offered to individuals with disabilities to assist in performing the essential functions of the position. Work activities involve light to moderate physical effort (for example, sitting in one place for extended periods of time, standing, walking, bending, lifting lightweight objects, intermittent to sustained periods of keyboarding). Majority of time is spent in a seated position with frequent opportunity to move about at will. Activities require a variety of easy muscle movements. Work activities involve a frequent need to concentrate on a variety of sensory inputs for moderate to lengthy durations at a time requiring diligence and attention to interpret effectively. There will be a need to attend to single or simultaneous tasks where accuracy of details is important. The need for detailed and precise work is high.