Job Overview

Our client is seeking a highly organized, analytical, and proactive Finance & Executive Support Analyst to work directly with the Chief Financial Officer (CFO) of a multi-entity durable medical equipment (DME) holding group.

The successful candidate will help manage recurring financial, corporate compliance, administrative, and executive support responsibilities across these entities.

As the CFO’s right hand, you will take ownership of recurring tasks, coordinate with internal teams and external advisors, prepare financial schedules and summaries, and ensure that important deadlines and follow-ups do not fall through the cracks.

Schedule Monday - Friday, 08:00 AM - 05:00 PM CT, with 1 hour unpaid break (40 work hours per week)

Responsibilities

1. CFO Task and Priority Management

• Maintain and update the CFO’s master task tracker, including task owners, deadlines, priorities, progress, and outstanding actions.
• Proactively prioritize daily responsibilities and manage competing deadlines with minimal direction.
• Follow up with internal departments and external advisors, including CPAs, legal counsel, valuation specialists, and insurance brokers, to collect documents and resolve outstanding items.
• Identify overdue or at-risk tasks and escalate potential delays before they affect deadlines.
• Prepare concise executive summaries, status reports, memos, and supporting materials for the CFO’s review.
• Ensure that assigned tasks are followed through from initial request to completion.

1. Corporate and State Compliance

• Maintain a centralized compliance calendar covering all company entities, including annual reports, registered agent requirements, business licenses, renewals, and filing deadlines.
• Prepare and submit state annual reports, maintain filing records, and track confirmations.
• Prepare county personal property tax returns and monitor associated payment deadlines.
• Coordinate documentation for Medicare and payer enrollment updates, including business name changes, EIN updates, ownership changes, and related accreditation requirements.
• Track insurance policy renewals, certificates of insurance, lease expirations, and other recurring compliance obligations.
• Coordinate with internal stakeholders and external providers to ensure documentation is collected and submitted on time.
• Maintain organized records of filings, confirmations, renewals, and supporting documentation.

1. Financial Analysis and Reporting

• Prepare monthly financial summaries by company, including revenue, EBITDA, and net income, using consolidated profit and loss data.
• Update and roll forward the consolidated monthly debt schedule and reconcile it against the balance sheet.
• Prepare recurring financial allocations and reconciliations, including management fee allocations, revenue and cost-of-goods-sold reallocations, and revenue-versus-forecast comparisons.
• Develop budget-versus-actual reports and spending trend analyses, highlighting material variances and providing concise explanations.
• Review financial schedules for completeness, consistency, and accuracy before submitting them for review.
• Assist with acquisition due diligence and onboarding newly acquired entities, including coordinating data requests and supporting chart-of-accounts mapping.
• Prepare supporting schedules and workpapers that enable the CFO and Controller to review financial information efficiently.

1. Accounting and NetSuite Support

• Prepare journal entries and supporting workpapers for review and approval by the Controller or CFO.
• Generate reports and run saved searches in NetSuite OneWorld, particularly across multiple subsidiaries.
• Assist with recurring reconciliations, financial reporting, and accounting support activities.
• Maintain clear documentation for recurring processes, including step-by-step standard operating procedures (SOPs).
• Identify opportunities to improve the accuracy, consistency, and efficiency of recurring financial workflows.
• Ensure that financial records and supporting documentation are organized and readily accessible for review.

1. Executive and Administrative Support

• Organize and maintain files in SharePoint using consistent folder structures and naming conventions.
• Build and maintain trackers for vendors, projects, budgets, deadlines, and other executive priorities.
• Prepare vendor quote comparisons and summarize options to support decision-making.
• Maintain event and project budget trackers and assist with meeting preparation.
• Review contracts and leases to extract key terms, renewal dates, payment obligations, and other relevant details into summary tables.
• Prepare meeting materials, status updates, and supporting documents for executive review.
• Handle confidential financial, ownership, payroll, tax, and patient-adjacent information with discretion.

Requirements

• Bachelor’s degree in any field.
• At least 3 years of experience supporting accounting or finance teams, ideally within a U.S.-based company.
• Advanced Microsoft Excel skills, including pivot tables, XLOOKUP or INDEX-MATCH, SUMIFS, and the ability to build and maintain organized, multi-tab workbooks with reconciled data.
• Strong written and spoken English, with the ability to prepare clear, professional summaries, reports, and status updates.
• Demonstrated ability to independently manage a task list, prioritize competing responsibilities, follow up proactively, and meet deadlines with minimal oversight.
• Strong attention to detail and a consistent habit of checking work for accuracy before submission.
• Excellent organizational, analytical, and problem-solving skills.
• Ability to handle confidential information professionally and exercise sound judgment.
  
  

Qualifications Preferred Qualifications:

• Experience using NetSuite, preferably NetSuite OneWorld in a multi-subsidiary environment.
• Exposure to multi-entity accounting, consolidated reporting, or intercompany allocations.
• Familiarity with U.S. corporate compliance requirements, including Secretary of State filings, registered agents, annual reports, and business license renewals.
• Experience in the U.S. healthcare or durable medical equipment (DME) industry.
• Awareness of HIPAA and the importance of safeguarding sensitive information.
• Proficiency in Microsoft 365 applications, including Outlook, Teams, and SharePoint.
• Experience using AI tools to improve productivity, organize information, or streamline recurring workflows.

Please note: An accounting or finance degree and a CPA license are not required. Candidates with relevant practical experience, strong Excel skills, and proven ownership of finance-related tasks are encouraged to apply.

Independent Contractor Perks

Permanent work from home

Immediate hiring

Health Insurance Coverage for eligible locations

Note Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.