- Location
- Dallas, TX
- Department
- Sales
- Education
- Bachelor
- Source
- Paylocity
Description
Description
The Commercial Financial Analyst serves as a dedicated internal finance partner to assigned business units at VMG Health. This role is responsible for day-to-day financial operations, including billing and invoicing, accounts receivable follow-up, bill and expense management, account reconciliations, financial reporting, and other accounting activities that support the business units. In addition to executing accounting processes, this individual is expected to understand the business, identify issues, provide practical guidance, and help business leaders make informed financial and operational decisions.
The ideal candidate is an experienced accounting professional who takes ownership, leads by example, and is comfortable advising stakeholders rather than simply taking direction. The role requires strong attention to detail, sound accounting judgment, follow-through, and the ability to build effective relationships with business unit leaders and internal teams.
Requirements
Key Responsibilities
- Serve as the primary accounting and finance resource for assigned business units, developing a strong understanding of their operations, financial activity, and business needs.
- Manage day-to-day billing and invoicing activities, including preparing accurate invoices, resolving billing issues, and coordinating with internal stakeholders to ensure timely billing.
- Monitor accounts receivable aging and proactively follow up on outstanding balances; partner with business unit leaders and other stakeholders to resolve collection issues and improve cash flow.
- Review, process, and manage bills, expenses, and other financial transactions for assigned business units, ensuring accuracy, appropriate documentation, and adherence to company policies.
- Perform account reconciliations and investigate discrepancies across accounting, billing, and operational records.
- Prepare recurring and ad hoc financial reports and analysis for business unit leadership, providing clear explanations of variances, trends, and issues.
- Monitor business unit financial activity and identify potential issues, risks, or opportunities requiring attention.
- Provide informed accounting and financial guidance to business unit leaders and internal stakeholders, using sound judgment to recommend solutions rather than simply executing requests.
- Partner with Managing Directors, business unit leaders, and other internal teams to improve billing, collections, expense management, financial processes, and overall financial discipline.
- Support month-end and year-end close activities, including reconciliations, accruals, journal entries, and other accounting requirements as assigned.
- Maintain accurate financial records and support compliance with accounting policies, internal controls, and applicable accounting standards.
- Use NetSuite and other financial systems effectively to maintain accurate data, complete transactions, research issues, and improve reporting and workflow efficiency.
- Identify opportunities to simplify and strengthen accounting and financial processes, and take ownership of implementing practical improvements.
- Lead by example through accountability, responsiveness, attention to detail, and a solutions-oriented approach to internal service.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
- 5+ years of progressive accounting experience, preferably in a professional services or other project-based environment.
- Hands-on experience with billing, invoicing, accounts receivable, reconciliations, month-end close, and general accounting activities.
- Strong understanding of accounting principles and financial controls.
- Experience working with an ERP system; NetSuite experience preferred.
- Strong Microsoft Excel skills and the ability to work with financial data and reporting.
- Excellent attention to detail, organization, and follow-through, with the ability to manage multiple priorities and deadlines.
- Strong communication and interpersonal skills, with the ability to work effectively with business leaders and cross-functional teams.
- Demonstrated ability to exercise judgment, solve problems, and provide practical financial guidance to internal stakeholders.
Preferred Qualifications
- Experience supporting multiple business units, service lines, or operating groups.
- Experience in consulting, advisory, valuation, healthcare services, or another professional services organization.
- Experience with NetSuite or similar cloud-based ERP systems.
- Experience with accounts receivable collections, project or professional services billing, and revenue-related accounting.
- Experience identifying and implementing accounting or operational process improvements.
- Based in Dallas, TX or Nashville, TN
About VMG Health
VMG Health is a leading healthcare consulting firm providing specialized advisory services to healthcare organizations nationwide. Our teams bring deep industry expertise and practical insight to help clients navigate complex financial, operational, strategic, and regulatory challenges across the healthcare industry.