Serve as a contact for clients and agency departments on client finance matters
Assist in monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads.
Monitor accounts receivable status and follows-up on aged balances with clients
Collectively's Finance Team believes in partnership and collaboration, working closely with other departments to achieve overall business success. They are proactive and service-oriented, sharing knowledge and understanding the opportunities and challenges of teammates and clients.
Provide account-specific pricing guidance and quotes for new clients and renewals.
Collaborate on improving pricing models using projected and actual healthcare costs.
Assist with building and monitoring mechanisms to understand performance of the book of business.
Garner Health aims to transform the healthcare economy, delivering high-quality and affordable care. They partner with employers to redesign healthcare benefits using incentives and data-driven insights and are one of the fastest-growing healthcare technology companies in the country.
They are a fast-growing, remote-first SaaS company building modern solutions for marketing and customer engagement teams. This role is ideal for a hands-on Senior Financial Analyst who can own core FP&A processes while partnering closely with leadership.
Support the preparation of monthly, quarterly, and annual financial forecasts and budgets, learning the underlying processes.
Assist in the analysis of financial data to identify initial trends and provide insights for business decisions, under guidance.
Help prepare and distribute regular financial reports, including variance analysis and performance summaries.
Xapo Bank aims to provide economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 people working remotely from 30+ countries.