Customer Finance Analyst

Job Title: Customer Finance Analyst

Company Overview:

Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest-growing company in the space and the new standard in healthcare technology,We strive to attract top talent who share our vision and values. As we continue to grow, we are seeking a proactive and results-driven Talent Acquisition Specialist to join our dynamic team.

Job Description:

As an Customer Finance Analyst at Prompt, you will play a crucial role in supporting our finance department by managing various financial and administrative tasks. You will work closely with the Customer Finance Lead to ensure the smooth operation of our client facing financial processes, contributing to the overall success and efficiency of the company.

Key Responsibilities:

1. Invoicing:

• Prepare and issue accurate invoices to customers in a timely manner.

• Verify invoice details and ensure compliance with company policies and customer agreements.

• Monitor and follow up on outstanding invoices to ensure prompt payment.

2. Accounts Receivable:

• Manage accounts receivable processes, including recording and reconciling incoming payments.

• Monitor accounts to identify overdue balances and initiate collection efforts.

• Maintain accurate and up-to-date records of all accounts receivable transactions.

3. New Customer Set Up:

• Support the onboarding process for new customers by validating proper information collected on customer agreements.

• Set up new customer accounts in the accounting software, ensuring accuracy and completeness.

• Communicate with customers to address any questions or concerns during the setup process.

4. Customer Support:

• Provide exceptional customer support by addressing inquiries related to invoices, payments, and account balances.

• Collaborate with other departments to resolve customer issues and ensure satisfaction.

• Maintain a positive and professional relationship with customers at all times.

5. Assisting the Customer Finance Lead:

• Provide administrative support to the Customer Finance Lead in various tasks and ad-hoc projects.

• Assist in the escalation of enterprise clients.

Required Qualifications:

• Bachelor's degree in Business, Economics, or a related field, or equivalent experience 

• 2+ year of experience in an invoicing/ accounts receivable role 

• Working understanding of QuickBooks 

• Proficiency in Microsoft Excel and Google Suite

• Strong analytical, attention to detail, written communication and organizational skills

• Developed oral communication and interpersonal skills, with the ability to build rapport and collaborate effectively with stakeholders at all levels including Senior Management

• Ability to thrive in a fast-paced, results-oriented environment and adapt to changing priorities and deadlines

Perks - What you can expect:

• Competitive salaries

• Remote/hybrid environment

• Potential equity compensation for outstanding performance

• Flexible PTO

• Company-wide sponsored lunches

• Company paid disability and life insurance benefits

• Company paid family and medical leave

• Medical, dental, and vision insurance benefits

• Discounted pet insurance

• FSA/DCA and commuter benefits

• 401k

• Credits for online and in-person fitness classes/gym memberships

• Recovery suite at HQ – includes a cold plunge, sauna, and shower

Here at Prompt, we are committed to fostering a fair and respectful work environment. As part of this commitment, it is our policy not to hire individuals from Prompt Customers unless they have obtained their current employer's explicit consent. We believe in upholding strong professional relationships and respecting the agreements and commitments our customers have with their employees. We appreciate your understanding and cooperation regarding this policy. If you have any questions or concerns, please don't hesitate to reach out to our People Department.

Prompt Therapy Solutions, Inc is an equal opportunity employer, indiscriminate of race, color, religion, ethnicity, ancestry, national origin, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, disability, medical condition, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Prompt Therapy Solutions, Inc is an E-Verify Employer..