Customer Finance Analyst

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Customer Finance Analyst at Prompt

Company Overview

Prompt is a pioneering company aiming to revolutionize healthcare by offering highly automated and modern software tailored for rehab therapy businesses. Their innovative solutions are designed to facilitate the processes not only for the therapists and healthcare teams but also for the patients they serve. As they continue to grow, Prompt is dedicated to attracting top talent that aligns with their vision and values. The company represents the new standard in healthcare technology, with aspirations of building a strong, competent team.

Job Description

As a Customer Finance Analyst at Prompt, you will play an essential role in supporting the finance department through various financial and administrative tasks. This position emphasizes managing client-facing financial processes and ensuring efficiency across the company's operations. The role requires a proactive mindset, with the individual closely collaborating with the Customer Finance Lead and various stakeholders within the organization to facilitate seamless financial transactions and customer interactions.

Key Responsibilities

You will be tasked with several essential duties in this role:

• Invoicing: Prepare and issue accurate invoices to customers timely, ensuring that they comply with company policies and customer agreements. You will monitor outstanding invoices and follow up to ensure prompt payment.

• Accounts Receivable: Manage the accounts receivable processes, recording and reconciling incoming payments while identifying overdue balances and initiating collection efforts. Maintaining accurate records of all transactions is vital.

• New Customer Setup: Support new customer onboarding by validating the information collected on customer agreements and setting up new customer accounts in the accounting software. You will also communicate with customers to address inquiries.

• Customer Support: Provide exceptional customer support through prompt responses to inquiries about invoices, payments, and accounts. Collaborate with other departments to effectively resolve customer issues.

• Assisting the Customer Finance Lead: Offer administrative support to the Customer Finance Lead, including assistance on various tasks and ad-hoc projects, as well as promoting positive business relationships.

Required Qualifications

To qualify for this position, candidates should have:

• A Bachelor's degree in Business, Economics, or a related field, or equivalent experience.
• A minimum of two years of experience in an invoicing or accounts receivable role.
• Strong understanding and proficiency in QuickBooks, alongside skills in Microsoft Excel and Google Suite.
• Analytical skills with detailed attention, exceptional written communication, and strong organizational abilities.
• Developed oral communication and interpersonal skills, with the capacity to collaborate effectively across different organizational levels, including senior management.
• The ability to thrive in a fast-paced, results-oriented environment with adaptability to changing priorities.

Perks and Benefits

Prompt offers a range of competitive benefits aimed at enhancing the employee experience, including:

• Competitive salaries that reflect individual performance.
• A remote/hybrid work environment allowing for flexibility in work arrangements.
• Potential for equity compensation based on outstanding performance.
• Flexible Paid Time Off (PTO) policies and company-wide sponsored lunches.
• Company-paid disability and life insurance⁄benefits, alongside medical, dental, and vision insurance plans.
• Discounted pet insurance and commuter benefits such as FSA/DCA.
• A 401k retirement planning option.
• Credits for fitness classes or gym memberships to promote employee wellness.
• Access to a recovery suite at headquarters, complete with facilities such as a cold plunge, sauna, and showers.

Culture and Workplace Environment

At Prompt, the commitment to a fair and respectful work environment is foundational. The company has established policies to avoid hiring individuals from existing customers without explicit consent to prioritize maintaining strong professional relationships. This practice reflects Prompt's dedication to operating within ethical guidelines, emphasizing respect for agreements and commitments made by their customers. Prospect employees are encouraged to engage with the People Department should they have questions regarding these policies.

Commitment to Diversity

Prompt Therapy Solutions, Inc. is an equal opportunity employer, celebrating diversity across all dimensions, including race, gender, age, and more. Their goal is to create inclusive environments where employees feel valued and can contribute meaningfully to the company's mission. This commitment underlines their operational ethos, making Prompt not just a workplace but also a community that respects and values every individual.

Overall, this role promises an exciting opportunity for those looking to advance their career in the finance sector within a cutting-edge healthcare technology environment. With growth potential and a workplace culture conducive to inclusivity and professional development, joining Prompt as a Customer Finance Analyst may well be the next significant step in your career journey.

This job offer was originally published on himalayas.app