Lead Senior Financial Analyst for Tier 1 Client

2 weeks ago

Morrisville, North Carolina, United States Mercalis Full time

Position Overview:

At Mercalis, we are driven by a commitment to excellence - for our clients and for ourselves. Our focus is on delivering innovative solutions and exceptional customer support to the pharmaceutical sector, enhancing access and affordability of medications for patients. We are dedicated to our clients' success, as their achievements reflect our own.

We believe in a balanced work environment that fosters both productivity and enjoyment. Mercalis is characterized by a vibrant workplace filled with enthusiastic individuals united by a shared mission. We prefer to refer to ourselves as team members, promoting a culture that values individuality.

Within the finance division at Mercalis, our guiding principle is to provide proactive, timely, and precise analysis and insights that inform critical business decisions while safeguarding company assets.

Key Responsibilities:

  • Oversee program budget and purchase order management.
  • Consolidate and track all billing data for integration into NetSuite (ERP).
  • Manage the complete cycle of client reimbursement billing according to specified requirements.
  • Generate monthly variable activity client billing.
  • Review monthly shipping, postage, and pass-through costs related to programs.
  • Establish sales orders in NetSuite and ensure accurate revenue recording.
  • Facilitate financial meetings with both internal and external stakeholders.
  • Monitor accounts receivable aging and manage collection activities.
  • Reconcile related accounts while ensuring adherence to financial controls and processes.
  • Propose and lead the implementation of process enhancements and automation.
  • Address client ad-hoc requests as assigned.
  • Assist with treasury management, including bank reconciliations, monitoring bank balances, ensuring timely patient payment processing, driving process improvements, and maintaining proper controls.

Qualifications:

  • Minimum of 10 years of experience in Accounting or Finance.
  • Bachelor's degree in Accounting, Finance, or a related discipline from an accredited institution.
  • Ability to work independently and manage tasks and time effectively.
  • Proficient in advanced Excel and strong skills in the MS Office suite.
  • Excellent communication and interpersonal abilities with a focus on customer service.
  • Proven capacity to prioritize and execute tasks under pressure.
  • Demonstrated experience in ensuring financial controls, particularly in the order-to-cash process.
  • Dynamic personality with a quick learning ability and adaptability.
  • Effective in maintaining relationships with clients and stakeholders, both internal and external.
  • Strong attention to detail, delivering high-quality work with accuracy and timeliness, along with an understanding of business needs.
  • Experience in treasury functions, including bank reconciliations, treasury controls, balance reporting, and steering process improvements.

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