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. Supporting a company scaling from approximately $80M to $160M in revenue, this role helps stand up treasury activities, integrate billing activities across acquisitions and new customer implementations, and analyze customer contracts to ensure pricing, billing terms, and operational requirements are executed accurately. The position also collaborates on forecasting, budgeting, and management reporting, creating a clear path into broader operating finance and FP&A responsibilities.

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.

• Support annual budgeting, periodic reforecasting, and monthly operating reviews by providing insights on revenue, billing, collections, cash flow, and customer activity.

• Assist with special projects such as pricing analysis, process automation, SOP development, systems enhancements, and management reporting improvements.

• Serve as a central finance partner in a highly visible role, taking on increasing ownership as the company grows and finance capabilities mature.

• 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.

Physical Demands and Work Environment

• Standard office environment Monday to Friday.

• Occasional travel may be required for integration activities, customer or operational meetings, and business meetings.

Key Competencies

• In-Depth Problem Solving & Analysis

• Ownership & Accountability

• Business Acumen

• Communication

• Collaboration

• Attention to Detail

• Continuous Improvement

• Adaptability

• Influencing

• Organizational Savvy

• Integrity

Supervisory Responsibilities

• No direct reports initially; serves as a lead individual contributor across treasury, billing, contract, and reporting workstreams.
• Coordinates with cross-functional partners and may organize work across acquired businesses, banking partners, system administrators, or third-party resources as needed.
• Expected to grow into broader operating finance and FP&A ownership over time as the company scales.

Physical Demands and Work Environment

• Standard office environment Monday to Friday.
• Occasional travel may be required for integration activities, customer or operational meetings, and business meetings.