We know why you are reading about this opportunity. You are driven to achieve goals. You are looking to make a direct impact. You want to work in a culture where your co-workers work as part of a diverse team, communicate across departments, and have a positive attitude. If we had to guess, you are innovative with great ideas, want to bring efficiencies to processes, and are looking to grow your career. Are we right? If so, let’s talk about who we are.
Who We Are
Greenphire is a leading provider of clinical payment and communication solutions. We provide software as a service (SaaS) to reduce costs, increase participant retention, and produce quantifiable results for our clients in the clinical trial industry. Our vibrant culture focuses on four key values: All In, As a Team, For a Purpose, Solving Problems.We are a multi-year recipient of the Philadelphia Business Journal’s Best Places to Work award, and love to give shout-outs and awards to our employees.
Our For A Purpose committee champions philanthropic activities throughout the year so employees can give back to our community. We have a diversity committee that focuses on breaking down barriers, recognizing that our uniqueness is what makes us so successful!The Financial Analyst – Sales & Client Support is a key member of the Greenphire Finance Team. The position is responsible for supporting the financial aspects of the Greenphire sales & billing process including new statement of work review, change order preparation and review, and client invoicing. The goal of this position is to improve the client experience by ensuring accurate invoicing and proactive client engagement.
Responsibilities
- Review and configure new statements of work and change orders in NetSuite to determine client project requirements, generate initial invoices, and create future recurring billings.
- Contribute to month-end tasks including client admin fees uploads, consolidate and reconcile client pass-through transactions, and other tasks as given.
- Support customer’s invoicing process through the project’s life cycle, ensuring accuracy, following up on client inquiries, and identifying/implementing improvements.
- Reconcile life-to-date project activities to generate final invoices, calculate final deposit balances, and effectively close projects.
- Handle administrative functions, such as entering information into databases, organizing and maintaining files, and providing recurring reports to key stakeholders.
- Assess processes and identify areas of improvement.
- Raise issues and roadblocks to senior management as needed for resolution.
- Perform other duties, assignments, and/or special projects as time or circumstances necessitate.
Qualifications
- Bachelor’s Degree, preferably in Finance or Accounting.
- Minimum of 2-4 years of experience in a financial or analytics role.
- Must have strong Excel skills, including managing large data sets, and updating financial models.
- Previous experience in NetSuite and Salesforce, is strongly preferred.
- Proven ability to work independently, manage deadlines, and deliver accurate work.
- Ability to clearly document and follow process and procedures.
- Excellent communication skills (verbal and written), analytical, organizational, interpersonal and time management skills.
